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FlexShares High Yield Value-Scored Bond Index Fund

95 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 20 closing their positions.

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
24
Reduced
44
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$415K 10,105 -4,750 -32%
Stifel Financial
52
Stifel Financial
Missouri
$407K 9,929 -859 -8%
AWA
53
Acorn Wealth Advisors
Michigan
$399K 9,720 -623 -6%
RW
54
RVW Wealth
California
$365K 8,887 +273 +3%
AF
55
Allworth Financial
California
$329K 8,012 -153 -2%
KFS
56
Keynote Financial Services
Connecticut
$322K 7,845 -1,360 -15%
RCG
57
Rock Creek Group
District of Columbia
$319K 7,780 +7,780 New
SWM
58
Spire Wealth Management
Virginia
$281K 6,856 +2,291 +50%
TA
59
Tactive Advisors
Florida
$261K 6,368 +6,368 New
ACM
60
Absolute Capital Management
Pennsylvania
$257K 6,253 -1,005 -14%
OAM
61
Occidental Asset Management
California
$246K 6,000
FIM
62
Freedom Investment Management
Connecticut
$240K 5,847 -2,071 -26%
KAS
63
Kestra Advisory Services
Texas
$229K 5,584 +5,584 New
Creative Planning
64
Creative Planning
Kansas
$206K 5,030 -12,760 -72%
WPC
65
Waters Parkerson & Co
Louisiana
$205K 5,000
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$205K 4,992 -1,150 -19%
ESB
67
Essex Savings Bank
Connecticut
$204K 4,977
Renaissance Technologies
68
Renaissance Technologies
New York
$201K 4,900 +4,900 New
Goldman Sachs
69
Goldman Sachs
New York
$200K 4,877 +4,877 New
SAM
70
Smartleaf Asset Management
Massachusetts
$177K 4,328 +4,328 New
EWA
71
EP Wealth Advisors
California
$141K 3,440 -2,535 -42%
IA
72
IFP Advisors
Florida
$132K 3,205 -121 -4%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$124K 3,012
AWM
74
AE Wealth Management
Kansas
$93.2K 2,271 -4,259 -65%
CFO
75
CVA Family Office
Colorado
$91.1K 2,221 -4,340 -66%