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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

92 hedge funds and large institutions have $1.27B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
44
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
OPAM
2
Ocean Park Asset Management
California
$8.08M
3
HB
3
Horizon Bancorp
Indiana
$4.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.6M
5
AWM
5
AE Wealth Management
Kansas
$8.62M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$20M
2
RW
2
REDW Wealth
New Mexico
$6.81M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.35M
4
JFG
4
Jefferies Financial Group
New York
$0
5
VWA
5
Visionary Wealth Advisors
Illinois
$557K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$508K 12,194 +849 +7%
Stifel Financial
52
Stifel Financial
Missouri
$496K 11,913 +763 +7%
SC
53
Steph & Co
Wisconsin
$463K 11,112 +6,234 +128%
AWA
54
Acorn Wealth Advisors
Michigan
$459K 11,007 -17 -0.2%
IFWM
55
Institute for Wealth Management
Colorado
$457K 10,977 +47 +0.4%
RIA
56
Regal Investment Advisors
Michigan
$433K 10,390 -499 -5%
FIM
57
Freedom Investment Management
Connecticut
$415K 9,959 +74 +0.7%
KFS
58
Keynote Financial Services
Connecticut
$397K 9,528 -12 -0.1%
TI
59
TrueMark Investments
Illinois
$303K 7,271 -2,282 -24%
ACM
60
Absolute Capital Management
Pennsylvania
$290K 6,951 -163 -2%
PS
61
Principal Securities
Iowa
$277K 6,655 +606 +10%
CFO
62
CVA Family Office
Colorado
$273K 6,561 -1,400 -18%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$259K 6,217 – –
HBW
64
Hazlett, Burt & Watson
West Virginia
$259K 6,200 -4,602 -43%
AQR Capital Management
65
AQR Capital Management
Connecticut
$256K 6,140 +6,140 New
NAM
66
NorthCrest Asset Manangement
Minnesota
$256K 6,140 +6,140 New
OAM
67
Occidental Asset Management
California
$250K 6,000 – –
AA
68
AlphaCentric Advisors
Puerto Rico
$243K 5,827 -16 -0.3%
WPC
69
Waters Parkerson & Co
Louisiana
$226K 5,436 +9 +0.2%
AWA
70
Arete Wealth Advisors
Illinois
$218K 5,227 +5,227 New
ESB
71
Essex Savings Bank
Connecticut
$207K 4,977 +4,977 New
SWM
72
Spire Wealth Management
Virginia
$181K 4,346 -110 -2%
IA
73
IFP Advisors
Florida
$168K 4,031 -161 -4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$125K 3,012 +3,012 New
HI
75
Harbour Investments
Wisconsin
$72K 1,729 +5 +0.3%
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