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FlexShares High Yield Value-Scored Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $1.21B → $1.27B (+$57.4M)

0% more funds holding

Funds holding: 9292 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.68% less ownership

Funds ownership: 87.31%86.63% (-0.68%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$508K +$34.8K +849 +7%
Stifel Financial
52
Stifel Financial
Missouri
$496K +$31.3K +763 +7%
SC
53
Steph & Co
Wisconsin
$463K +$255K +6,234 +128%
AWA
54
Acorn Wealth Advisors
Michigan
$459K -$696 -17 -0.2%
IFWM
55
Institute for Wealth Management
Colorado
$457K +$1.93K +47 +0.4%
RIA
56
Regal Investment Advisors
Michigan
$433K -$20.4K -499 -5%
FIM
57
Freedom Investment Management
Connecticut
$415K +$3.03K +74 +0.7%
KFS
58
Keynote Financial Services
Connecticut
$397K -$492 -12 -0.1%
TI
59
TrueMark Investments
Illinois
$303K -$93.5K -2,282 -24%
ACM
60
Absolute Capital Management
Pennsylvania
$290K -$6.68K -163 -2%
PS
61
Principal Securities
Iowa
$277K +$24.8K +606 +10%
CFO
62
CVA Family Office
Colorado
$273K -$57.3K -1,400 -18%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$259K
HBW
64
Hazlett, Burt & Watson
West Virginia
$259K -$189K -4,602 -43%
AQR Capital Management
65
AQR Capital Management
Connecticut
$256K +$252K +6,140 New
NAM
66
NorthCrest Asset Manangement
Minnesota
$256K +$252K +6,140 New
OAM
67
Occidental Asset Management
California
$250K
AA
68
AlphaCentric Advisors
Puerto Rico
$243K -$655 -16 -0.3%
WPC
69
Waters Parkerson & Co
Louisiana
$226K +$369 +9 +0.2%
AWA
70
Arete Wealth Advisors
Illinois
$218K +$214K +5,227 New
ESB
71
Essex Savings Bank
Connecticut
$207K +$204K +4,977 New
SWM
72
Spire Wealth Management
Virginia
$181K -$4.51K -110 -2%
IA
73
IFP Advisors
Florida
$168K -$6.59K -161 -4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$125K +$123K +3,012 New
HI
75
Harbour Investments
Wisconsin
$72K +$205 +5 +0.3%