We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $1.21B → $1.27B (+$57.4M)

0% more funds holding

Funds holding: 9292 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.68% less ownership

Funds ownership: 87.31%86.63% (-0.68%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
26
Mount Lucas Management
Pennsylvania
$1.81M +$79.1K +1,930 +5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.65M -$1.16M -28,232 -42%
Renaissance Technologies
28
Renaissance Technologies
New York
$1.61M -$1.37M -33,400 -46%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.57M +$148K +3,605 +11%
RPC
30
Rossmore Private Capital
Connecticut
$1.23M -$56.9K -1,390 -4%
TCMP
31
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.07M -$53.8K -1,314 -5%
EWA
32
Etesian Wealth Advisors
Oregon
$957K -$148K -3,617 -14%
HA
33
Herold Advisors
New York
$906K +$76.8K +1,874 +9%
SF
34
Synovus Financial
Georgia
$857K +$525K +12,805 +165%
Jane Street
35
Jane Street
New York
$804K -$888K -21,667 -53%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$770K +$451 +11 +0.1%
RW
37
RVW Wealth
California
$767K -$7.78K -190 -1%
SWA
38
Stratos Wealth Advisors
Ohio
$741K +$119K +2,896 +19%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$717K +$162K +3,948 +30%
AWS
40
Atria Wealth Solutions
New York
$666K -$7.82K -191 -1%
CPA
41
Clear Point Advisors
New York
$658K +$18.6K +455 +3%
BPWM
42
Black Point Wealth Management
Florida
$599K -$1.48K -36 -0.2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$594K +$10.6K +259 +2%
QCIG
44
Quad-Cities Investment Group
Iowa
$584K +$143K +3,480 +33%
KCIC
45
Kuhn & Co Investment Counsel
Illinois
$580K +$35.1K +856 +7%
MA
46
Mutual Advisors
Nebraska
$570K +$35.6K +868 +7%
VWA
47
Visionary Wealth Advisors
Illinois
$557K -$1.43M -34,806 -72%
LSA
48
L & S Advisors
California
$556K
Citadel Advisors
49
Citadel Advisors
Florida
$528K +$186K +4,543 +56%
AF
50
Allworth Financial
California
$510K -$57K -1,391 -10%