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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

99 hedge funds and large institutions have $1.23B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
42
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$7.77M
2
Bank of America
2
Bank of America
North Carolina
$14.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.64M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$4.44M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$981M
2
RW
2
REDW Wealth
New Mexico
$4.22M
3
CWM
3
Cedar Wealth Management
California
$1.49M
4
Citigroup
4
Citigroup
New York
$555K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
TCMP
26
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.81M 44,377 +18,609 +72%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.69M 41,416 +3,670 +10%
CWM
28
Cedar Wealth Management
California
$1.49M 36,628 -53,510 -59%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.4M 34,372 -5,133 -13%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$1.27M 31,307 -25,114 -45%
RPC
31
Rossmore Private Capital
Connecticut
$1.21M 29,775 +250 +0.8%
HA
32
Herold Advisors
New York
$956K 23,501 +1,758 +8%
EWA
33
EP Wealth Advisors
California
$864K 21,229 +21,229 New
Raymond James Financial
34
Raymond James Financial
Florida
$858K 21,088 +21,088 New
WW
35
Winnow Wealth
Texas
$814K 20,056 +20,056 New
EWA
36
Etesian Wealth Advisors
Oregon
$805K 19,786 -3,185 -14%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$784K 19,266 +2,058 +12%
QCIG
38
Quad-Cities Investment Group
Iowa
$758K 18,644 +4,636 +33%
SWA
39
Stratos Wealth Advisors
Ohio
$732K 17,988 +195 +1%
ECA
40
Elevated Capital Advisors
Utah
$659K 16,193 +16,193 New
AWS
41
Atria Wealth Solutions
New York
$655K 16,109 +118 +0.7%
CPA
42
Clear Point Advisors
New York
$650K 15,990 +209 +1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$638K 15,675 +1,419 +10%
Jane Street
44
Jane Street
New York
$636K 15,630 -3,660 -19%
VWA
45
Visionary Wealth Advisors
Illinois
$581K 14,281 +920 +7%
BPWM
46
Black Point Wealth Management
Florida
$563K 13,852 -536 -4%
Citigroup
47
Citigroup
New York
$555K 13,641 -30,817 -69%
CW
48
CreativeOne Wealth
Kansas
$552K 13,574 +1,380 +11%
KCIC
49
Kuhn & Co Investment Counsel
Illinois
$542K 13,316 -611 -4%
LSA
50
L & S Advisors
California
$539K 13,258 -97 -0.7%
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