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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

92 hedge funds and large institutions have $1.27B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
44
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
OPAM
2
Ocean Park Asset Management
California
$8.08M
3
HB
3
Horizon Bancorp
Indiana
$4.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.6M
5
AWM
5
AE Wealth Management
Kansas
$8.62M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$20M
2
RW
2
REDW Wealth
New Mexico
$6.81M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.35M
4
JFG
4
Jefferies Financial Group
New York
$0
5
VWA
5
Visionary Wealth Advisors
Illinois
$557K
Name Market Value Shares Shares
Change 		Shares
Change %
MLM
26
Mount Lucas Management
Pennsylvania
$1.81M 43,329 +1,930 +5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.65M 39,505 -28,232 -42%
Renaissance Technologies
28
Renaissance Technologies
New York
$1.61M 38,700 -33,400 -46%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.57M 37,746 +3,605 +11%
RPC
30
Rossmore Private Capital
Connecticut
$1.23M 29,525 -1,390 -4%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.07M 25,768 -1,314 -5%
EWA
32
Etesian Wealth Advisors
Oregon
$957K 22,971 -3,617 -14%
HA
33
Herold Advisors
New York
$906K 21,743 +1,874 +9%
SF
34
Synovus Financial
Georgia
$857K 20,576 +12,805 +165%
Jane Street
35
Jane Street
New York
$804K 19,290 -21,667 -53%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$770K 18,479 +11 +0.1%
RW
37
RVW Wealth
California
$767K 18,404 -190 -1%
SWA
38
Stratos Wealth Advisors
Ohio
$741K 17,793 +2,896 +19%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$717K 17,208 +3,948 +30%
AWS
40
Atria Wealth Solutions
New York
$666K 15,991 -191 -1%
CPA
41
Clear Point Advisors
New York
$658K 15,781 +455 +3%
BPWM
42
Black Point Wealth Management
Florida
$599K 14,388 -36 -0.2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$594K 14,256 +259 +2%
QCIG
44
Quad-Cities Investment Group
Iowa
$584K 14,008 +3,480 +33%
KCIC
45
Kuhn & Co Investment Counsel
Illinois
$580K 13,927 +856 +7%
MA
46
Mutual Advisors
Nebraska
$570K 13,866 +868 +7%
VWA
47
Visionary Wealth Advisors
Illinois
$557K 13,361 -34,806 -72%
LSA
48
L & S Advisors
California
$556K 13,355 – –
Citadel Advisors
49
Citadel Advisors
Florida
$528K 12,678 +4,543 +56%
AF
50
Allworth Financial
California
$510K 12,230 -1,391 -10%
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