We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

101 hedge funds and large institutions have $949M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 93101 (+8)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.04% more ownership

Funds ownership: 80.56%80.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.01B → $949M (-$58.4M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
REDW Wealth
New Mexico
$1.16M -$387K -9,499 -25%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.12M +$184K +4,513 +20%
4WM
28
49 Wealth Management
Texas
$1.1M +$190K +4,650 +21%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.07M +$28.9K +709 +3%
CWM
30
Cedar Wealth Management
California
$1.06M -$23.7K -580 -2%
SWA
31
Stratos Wealth Advisors
Ohio
$937K +$49.4K +1,211 +6%
Citadel Advisors
32
Citadel Advisors
Florida
$934K -$933K -22,886 -50%
CW
33
CreativeOne Wealth
Kansas
$887K +$146K +3,590 +20%
RIA
34
Regal Investment Advisors
Michigan
$879K +$101K +2,478 +13%
HI
35
Harbour Investments
Wisconsin
$836K -$71.7K -1,758 -8%
CPA
36
Clear Point Advisors
New York
$768K +$41.3K +1,013 +6%
PS
37
Principal Securities
Iowa
$727K +$17.9K +440 +3%
HA
38
Herold Advisors
New York
$716K -$120K -2,950 -14%
RPC
39
Rossmore Private Capital
Connecticut
$711K -$4.08K -100 -0.6%
KCIC
40
Kuhn & Co Investment Counsel
Illinois
$698K -$6.36K -156 -0.9%
TCA
41
Transcend Capital Advisors
New Jersey
$643K +$27K +662 +4%
Raymond James Financial
42
Raymond James Financial
Florida
$577K +$23.3K +572 +4%
Jane Street
43
Jane Street
New York
$576K -$1.57M -38,497 -73%
QCIG
44
Quad-Cities Investment Group
Iowa
$547K -$44.7K -1,096 -8%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$512K -$75.2K -1,845 -13%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$512K -$532K -13,036 -51%
ECA
47
Elevated Capital Advisors
Utah
$446K -$46.1K -1,131 -9%
AWA
48
Acorn Wealth Advisors
Michigan
$427K -$1.43K -35 -0.3%
LSA
49
L & S Advisors
California
$426K +$3.67K +90 +0.9%
OAG
50
Oakmont Advisory Group
New Mexico
$384K +$384K +9,425 New