We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

99 hedge funds and large institutions have $1.23B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

8% more funds holding

Funds holding: 9299 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $1.27B → $1.23B (-$36.9M)

1.32% less ownership

Funds ownership: 86.63%85.31% (-1.3%)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
42
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$507K +$512K +12,455 New
MA
52
Mutual Advisors
Nebraska
$488K -$79.5K -1,932 -14%
SC
53
Steph & Co
Wisconsin
$479K +$27.2K +662 +6%
RIA
54
Regal Investment Advisors
Michigan
$467K +$45.1K +1,096 +11%
Stifel Financial
55
Stifel Financial
Missouri
$459K -$26.1K -634 -5%
IFWM
56
Institute for Wealth Management
Colorado
$449K +$2.88K +70 +0.6%
AWA
57
Acorn Wealth Advisors
Michigan
$440K -$7.9K -192 -2%
FIM
58
Freedom Investment Management
Connecticut
$438K +$32.8K +797 +8%
AF
59
Allworth Financial
California
$404K -$98.8K -2,403 -20%
KFS
60
Keynote Financial Services
Connecticut
$386K -$1.97K -48 -0.5%
PS
61
Principal Securities
Iowa
$365K +$95.6K +2,323 +35%
RW
62
RVW Wealth
California
$359K -$394K -9,585 -52%
ACM
63
Absolute Capital Management
Pennsylvania
$334K +$52.1K +1,266 +18%
CFO
64
CVA Family Office
Colorado
$267K
AA
65
AlphaCentric Advisors
Puerto Rico
$253K +$16.3K +397 +7%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$253K
AQR Capital Management
67
AQR Capital Management
Connecticut
$250K
NAM
68
NorthCrest Asset Manangement
Minnesota
$250K
OAM
69
Occidental Asset Management
California
$244K
HBW
70
Hazlett, Burt & Watson
West Virginia
$243K -$9.26K -225 -4%
AWA
71
Arete Wealth Advisors
Illinois
$215K +$2.63K +64 +1%
Citadel Advisors
72
Citadel Advisors
Florida
$206K -$314K -7,624 -60%
WPC
73
Waters Parkerson & Co
Louisiana
$203K -$17.9K -436 -8%
ESB
74
Essex Savings Bank
Connecticut
$202K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$199K +$198K +4,813 +6,504%