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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

77 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$862M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.1M
3
OPAM
3
Ocean Park Asset Management
California
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.39M
2
FTUS
2
Flow Traders U.S.
New York
$554K
3
IA
3
IFP Advisors
Florida
$978K
4
SWRP
4
Summit Wealth & Retirement Planning
California
$0
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFAM
51
Coury Firm Asset Management
Pennsylvania
$253K 6,257 +768 +14%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$245K 6,067 – –
ACM
53
Absolute Capital Management
Pennsylvania
$224K 5,549 +5,549 New
SB
54
Strategic Blueprint
Georgia
$214K 5,293 +5,293 New
TCM
55
Triumph Capital Management
Colorado
$204K 5,049 +44 +0.9%
AA
56
AlphaCentric Advisors
Puerto Rico
$196K 4,838 +4,838 New
BA
57
Bristlecone Advisors
Washington
$155K 3,825 -10,649 -74%
SS
58
Sunbelt Securities
Texas
$147K 3,628 +3,628 New
HBW
59
Hazlett, Burt & Watson
West Virginia
$103K 2,550 +2,550 New
RCM
60
Rain Capital Management
Oregon
$92.1K 2,278 +50 +2%
MIFH
61
Migdal Insurance & Financial Holdings
Israel
$87K 2,175 -2,175 -50%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$80.9K 2,000 +2,000 New
VAG
63
VisionPoint Advisory Group
Texas
$76.8K 1,898 +1,898 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$72.2K 1,785 – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$70K 1,729 – –
HI
66
Harbour Investments
Wisconsin
$69K 1,705 +1,004 +143%
Franklin Resources
67
Franklin Resources
California
$42.8K 1,058 +1,058 New
US Bancorp
68
US Bancorp
Minnesota
$42.5K 1,050 -1,000 -49%
NFSG
69
Newbridge Financial Services Group
Florida
$36K 890 – –
SC
70
Steph & Co
Wisconsin
$33K 815 +815 New
PTC
71
Private Trust Company
Ohio
$24.3K 602 -75 -11%
KFS
72
Kelly Financial Services
Massachusetts
$11.2K 276 -5 -2%
FGAM
73
Financial Gravity Asset Management
Texas
$11K 40 +40 New
Wells Fargo
74
Wells Fargo
California
$2.03K 50 +50 New
FHA
75
First Horizon Advisors
Tennessee
$1.9K 47 +47 New
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