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FlexShares High Yield Value-Scored Bond Index Fund
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Overview Fund Activity

77 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$862M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.1M
3
OPAM
3
Ocean Park Asset Management
California
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.39M
2
FTUS
2
Flow Traders U.S.
New York
$554K
3
IA
3
IFP Advisors
Florida
$978K
4
SWRP
4
Summit Wealth & Retirement Planning
California
$0
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$1.26M 31,245 +17,688 +130%
MLM
27
Mount Lucas Management
Pennsylvania
$1.2M 29,722 +29,722 New
CA
28
CoreCap Advisors
Michigan
$1.02M 25,343 +25,343 New
IA
29
IFP Advisors
Florida
$978K 24,176 -39,551 -62%
RW
30
RVW Wealth
California
$912K 22,547 -638 -3%
Bank of America
31
Bank of America
North Carolina
$849K 21,003 +2,879 +16%
Renaissance Technologies
32
Renaissance Technologies
New York
$785K 19,400 +19,400 New
FIM
33
Freedom Investment Management
Connecticut
$764K 18,900 +18,900 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$658K 16,274 +5,004 +44%
HA
35
Herold Advisors
New York
$629K 15,560 +8,418 +118%
FEM
36
Fulcrum Equity Management
Texas
$584K 14,436 +14,436 New
SWA
37
Stratos Wealth Advisors
Ohio
$556K 13,743 -24 -0.2%
FTUS
38
Flow Traders U.S.
New York
$554K 13,696 -46,388 -77%
UCFA
39
United Capital Financial Advisors
Texas
$546K 13,500 +13,500 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$499K 12,350 +3,857 +45%
SPC
41
Sigma Planning Corp
Michigan
$491K 12,130 -311 -2%
3LCM
42
3D/L Capital Management
Connecticut
$434K 10,730 +2,047 +24%
RIA
43
Regal Investment Advisors
Michigan
$426K 10,524 +975 +10%
IFWM
44
Institute for Wealth Management
Colorado
$410K 10,129 -515 -5%
BAM
45
Belpointe Asset Management
Nevada
$404K 9,988 -197 -2%
LSA
46
L & S Advisors
California
$377K 9,332 +9,332 New
CFO
47
CVA Family Office
Colorado
$359K 8,875 – –
EWA
48
Etesian Wealth Advisors
Oregon
$345K 8,542 +280 +3%
OAM
49
Occidental Asset Management
California
$283K 7,000 – –
Osaic Holdings
50
Osaic Holdings
Arizona
$269K 6,641 -2,097 -24%
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