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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

93 hedge funds and large institutions have $1.24B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
44
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.06M
2
OMC
Old Mission Capital
Illinois
$3.51M
3
JFG
Jefferies Financial Group
New York
$17.5M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$10.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.72M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$1.01B
2
Morgan Stanley
Morgan Stanley
New York
$21.2M
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
RW
REDW Wealth
New Mexico
$9.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$432K +$28.2K +685 +7%
QCIG
52
Quad-Cities Investment Group
Iowa
$421K +$13.6K +330 +3%
FIM
53
Freedom Investment Management
Connecticut
$420K -$57.5K -1,398 -12%
KFS
54
Keynote Financial Services
Connecticut
$402K +$402K +9,780 New
CW
55
CreativeOne Wealth
Kansas
$375K -$113K -2,750 -23%
CFO
56
CVA Family Office
Colorado
$328K – – –
MA
57
Mutual Advisors
Nebraska
$322K +$322K +7,839 New
HBW
58
Hazlett, Burt & Watson
West Virginia
$319K +$5.55K +135 +2%
AWM
59
Axxcess Wealth Management
California
$313K +$313K +7,607 New
BAM
60
Belpointe Asset Management
Nevada
$288K +$74.3K +1,806 +35%
CRI
61
Colonial River Investments
Virginia
$253K -$884K -21,499 -78%
National Bank of Canada
62
National Bank of Canada
Quebec, Canada
$251K – – –
OAM
63
Occidental Asset Management
California
$247K – – –
AA
64
AlphaCentric Advisors
Puerto Rico
$239K +$63.7K +1,549 +36%
TCM
65
Triumph Capital Management
Colorado
$232K +$10.3K +252 +5%
WPC
66
Waters Parkerson & Co
Louisiana
$223K +$247 +6 +0.1%
ACM
67
Absolute Capital Management
Pennsylvania
$218K -$4.48K -109 -2%
PS
68
Principal Securities
Iowa
$172K +$63.3K +1,539 +58%
IA
69
IFP Advisors
Florida
$170K +$13.6K +330 +9%
TCPG
70
Trivant Custom Portfolio Group
California
$103K +$103K +2,500 New
SC
71
Steph & Co
Wisconsin
$94.3K +$44.9K +1,093 +91%
HI
72
Harbour Investments
Wisconsin
$70.7K +$123 +3 +0.2%
CA
73
CoreCap Advisors
Michigan
$66.6K +$66.6K +1,620 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$66K -$15.8K -382 -19%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$49.7K – – –
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3
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