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FlexShares High Yield Value-Scored Bond Index Fund

61 hedge funds and large institutions have $924M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $871M → $924M (+$53.2M)

2% more funds holding

Funds holding: 6061 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 93.52%90.66% (-2.9%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
29
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
51
Rain Capital Management
Oregon
$90.7K +$1.3K +32 +1%
US Bancorp
52
US Bancorp
Minnesota
$83.5K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$72.7K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$71K -$5.12M -125,827 -99%
NFSG
55
Newbridge Financial Services Group
Florida
$36.3K
HI
56
Harbour Investments
Wisconsin
$28.5K +$122 +3 +0.4%
PTC
57
Private Trust Company
Ohio
$27.6K +$17.9K +439 +184%
UB
58
UMB Bank
Missouri
$15.5K +$15.5K +381 New
KFS
59
Kelly Financial Services
Massachusetts
$11.4K +$11.4K +281 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$5K +$133K +3,268 +3%
FFA
61
Farther Finance Advisors
California
$1.47K +$1.47K +36 New
Wells Fargo
62
Wells Fargo
California
$26
IFA
63
Interactive Financial Advisors
Illinois
-$1.05M -26,232 Closed
FA
64
Fiducient Advisors
Illinois
-$686K -17,226 Closed
SSWM
65
Sheets Smith Wealth Management
North Carolina
-$207K -5,187 Closed
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
-$70.1K -1,759 Closed
AP
67
Advisors Preferred
Maryland
-$67.6K -1,692 Closed
HNWAG
68
High Net Worth Advisory Group
Florida
-$19.9K -500 Closed
UBS Group
69
UBS Group
Switzerland
-$16.3K -409 Closed
AWM
70
Accurate Wealth Management
Florida
-$9.25K -225 Closed
GRP
71
Global Retirement Partners
California
-$2.55K -64 Closed