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FlexShares High Yield Value-Scored Bond Index Fund

97 hedge funds and large institutions have $1.26B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

24% more funds holding

Funds holding: 7897 (+19)

15% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$161M)

1.71% more ownership

Funds ownership: 87.7%89.41% (+1.7%)

Holders
97
Holders Change
+19
Holders Change %
+24.36%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
35
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.84M +$22.5K +568 +1%
Citigroup
27
Citigroup
New York
$1.5M -$120K -3,028 -8%
RPC
28
Rossmore Private Capital
Connecticut
$1.46M -$8.01K -202 -0.6%
MLM
29
Mount Lucas Management
Pennsylvania
$1.24M -$13.2K -332 -1%
AF
30
Allworth Financial
California
$1.17M -$179K -4,512 -14%
CRI
31
Colonial River Investments
Virginia
$1.13M -$941K -23,742 -46%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.09M -$896K -22,600 -46%
Stifel Financial
33
Stifel Financial
Missouri
$945K -$1.28M -32,289 -58%
FUBT
34
First United Bank & Trust
Maryland
$911K +$681K +17,164 +334%
Osaic Holdings
35
Osaic Holdings
Arizona
$889K +$157K +3,972 +22%
Franklin Resources
36
Franklin Resources
California
$885K +$855K +21,550 +21,337%
RW
37
RVW Wealth
California
$884K -$8.96K -226 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$836K +$38.3K +966 +5%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$800K +$28.7K +725 +4%
HA
40
Herold Advisors
New York
$737K +$65K +1,640 +10%
FTUS
41
Flow Traders U.S.
New York
$650K +$630K +15,893 New
AWS
42
Atria Wealth Solutions
New York
$644K -$477K -12,031 -43%
EWA
43
Etesian Wealth Advisors
Oregon
$600K +$141K +3,549 +32%
BA
44
Bristlecone Advisors
Washington
$592K +$575K +14,490 New
LSA
45
L & S Advisors
California
$545K +$107K +2,699 +25%
SWA
46
Stratos Wealth Advisors
Ohio
$543K -$6.94K -175 -1%
CPA
47
Clear Point Advisors
New York
$526K +$511K +12,881 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$512K +$9.36K +236 +2%
CW
49
CreativeOne Wealth
Kansas
$485K +$179K +4,520 +61%
FIM
50
Freedom Investment Management
Connecticut
$474K +$460K +11,605 New