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FlexShares High Yield Value-Scored Bond Index Fund

78 hedge funds and large institutions have $1.1B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $1.01B → $1.1B (+$90.7M)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1.59% less ownership

Funds ownership: 89.29%87.7% (-1.6%)

Holders
78
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
34
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPC
26
Rossmore Private Capital
Connecticut
$1.43M
AF
27
Allworth Financial
California
$1.32M -$151K -3,761 -10%
MLM
28
Mount Lucas Management
Pennsylvania
$1.22M +$34.9K +869 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$1.2M +$1.22M +30,273 New
AWS
30
Atria Wealth Solutions
New York
$1.1M -$160K -3,972 -13%
RW
31
RVW Wealth
California
$869K -$27.9K -693 -3%
IA
32
IFP Advisors
Florida
$818K -$145K -3,598 -15%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$775K -$1.42M -35,245 -64%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$750K +$104K +2,578 +16%
Osaic Holdings
35
Osaic Holdings
Arizona
$707K +$447K +11,122 +167%
HA
36
Herold Advisors
New York
$652K +$33.4K +832 +5%
Jane Street
37
Jane Street
New York
$559K -$1.81M -45,055 -76%
SWA
38
Stratos Wealth Advisors
Ohio
$535K -$11.2K -279 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$489K -$1.93K -48 -0.4%
BAM
40
Belpointe Asset Management
Nevada
$452K +$55.2K +1,373 +14%
EWA
41
Etesian Wealth Advisors
Oregon
$440K +$102K +2,528 +30%
3LCM
42
3D/L Capital Management
Connecticut
$436K +$9.24K +230 +2%
LSA
43
L & S Advisors
California
$423K +$52.7K +1,310 +14%
RIA
44
Regal Investment Advisors
Michigan
$419K +$482 +12 +0.1%
IFWM
45
Institute for Wealth Management
Colorado
$394K -$8.4K -209 -2%
AP
46
Advisors Preferred
Maryland
$376K +$385K +9,584 New
AWA
47
Acorn Wealth Advisors
Michigan
$371K +$375K +9,319 New
CFO
48
CVA Family Office
Colorado
$353K
QCIG
49
Quad-Cities Investment Group
Iowa
$305K +$309K +7,676 New
HBW
50
Hazlett, Burt & Watson
West Virginia
$300K +$202K +5,015 +197%