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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

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.

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.32%
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
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$7.77M
2
Bank of America
2
Bank of America
North Carolina
$14.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.64M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$4.44M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$981M
2
RW
2
REDW Wealth
New Mexico
$4.22M
3
CWM
3
Cedar Wealth Management
California
$1.49M
4
Citigroup
4
Citigroup
New York
$555K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$507K 12,455 +12,455 New
MA
52
Mutual Advisors
Nebraska
$488K 11,934 -1,932 -14%
SC
53
Steph & Co
Wisconsin
$479K 11,774 +662 +6%
RIA
54
Regal Investment Advisors
Michigan
$467K 11,486 +1,096 +11%
Stifel Financial
55
Stifel Financial
Missouri
$459K 11,279 -634 -5%
IFWM
56
Institute for Wealth Management
Colorado
$449K 11,047 +70 +0.6%
AWA
57
Acorn Wealth Advisors
Michigan
$440K 10,815 -192 -2%
FIM
58
Freedom Investment Management
Connecticut
$438K 10,756 +797 +8%
AF
59
Allworth Financial
California
$404K 9,827 -2,403 -20%
KFS
60
Keynote Financial Services
Connecticut
$386K 9,480 -48 -0.5%
PS
61
Principal Securities
Iowa
$365K 8,978 +2,323 +35%
RW
62
RVW Wealth
California
$359K 8,819 -9,585 -52%
ACM
63
Absolute Capital Management
Pennsylvania
$334K 8,217 +1,266 +18%
CFO
64
CVA Family Office
Colorado
$267K 6,561 – –
AA
65
AlphaCentric Advisors
Puerto Rico
$253K 6,224 +397 +7%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$253K 6,217 – –
AQR Capital Management
67
AQR Capital Management
Connecticut
$250K 6,140 – –
NAM
68
NorthCrest Asset Manangement
Minnesota
$250K 6,140 – –
OAM
69
Occidental Asset Management
California
$244K 6,000 – –
HBW
70
Hazlett, Burt & Watson
West Virginia
$243K 5,975 -225 -4%
AWA
71
Arete Wealth Advisors
Illinois
$215K 5,291 +64 +1%
Citadel Advisors
72
Citadel Advisors
Florida
$206K 5,054 -7,624 -60%
WPC
73
Waters Parkerson & Co
Louisiana
$203K 5,000 -436 -8%
ESB
74
Essex Savings Bank
Connecticut
$202K 4,977 – –
Fidelity Investments
75
Fidelity Investments
Massachusetts
$199K 4,887 +4,813 +6,504%
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3
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