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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

93 hedge funds and large institutions have $1.24B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
44
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$4.06M
2
OMC
2
Old Mission Capital
Illinois
$3.51M
3
JFG
3
Jefferies Financial Group
New York
$17.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$10.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.72M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.01B
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RW
5
REDW Wealth
New Mexico
$9.23M
Name Market Value Shares Shares
Change 		Shares
Change %
FUBT
26
First United Bank & Trust
Maryland
$2.08M 50,702 +28,401 +127%
DWM
27
Dogwood Wealth Management
Kansas
$2.05M 49,870 +3,504 +8%
CAN
28
Cetera Advisor Networks
California
$1.89M 45,978 -14,487 -24%
Citigroup
29
Citigroup
New York
$1.76M 42,820 +6,126 +17%
MLM
30
Mount Lucas Management
Pennsylvania
$1.75M 42,620 +12,361 +41%
RPC
31
Rossmore Private Capital
Connecticut
$1.4M 34,040 -1,688 -5%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.37M 33,216 +11,481 +53%
PFP
33
Pinnacle Financial Partners
Tennessee
$1.07M 26,088 +17,476 +203%
RW
34
RVW Wealth
California
$874K 21,254 -374 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$800K 19,459 -118 -0.6%
EWA
36
Etesian Wealth Advisors
Oregon
$786K 19,127 +4,508 +31%
HA
37
Herold Advisors
New York
$785K 19,092 +1,060 +6%
AF
38
Allworth Financial
California
$741K 18,023 -10,562 -37%
AWS
39
Atria Wealth Solutions
New York
$676K 16,443 +696 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$572K 13,910 +1,372 +11%
LSA
41
L & S Advisors
California
$569K 13,838 +497 +4%
SWA
42
Stratos Wealth Advisors
Ohio
$565K 13,750 +461 +3%
CPA
43
Clear Point Advisors
New York
$544K 13,240 +359 +3%
KCIC
44
Kuhn & Co Investment Counsel
Illinois
$537K 13,071 +1,606 +14%
Stifel Financial
45
Stifel Financial
Missouri
$474K 11,533 -11,591 -50%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$465K 11,301 +2,298 +26%
CA
47
Cetera Advisors
Colorado
$456K 11,104 +11,104 New
AWA
48
Acorn Wealth Advisors
Michigan
$456K 11,080 +54 +0.5%
TCMP
49
Thrive Capital Management (Pennsylvania)
Pennsylvania
$449K 10,922 +10,922 New
RIA
50
Regal Investment Advisors
Michigan
$440K 10,697 -329 -3%
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