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FlexShares High Yield Value-Scored Bond Index Fund

96 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 44 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
24
Reduced
44
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSA
51
L & S Advisors
California
$435K -$94K -2,292 -18%
KCIC
52
Kuhn & Co Investment Counsel
Illinois
$415K -$195K -4,750 -32%
Stifel Financial
53
Stifel Financial
Missouri
$407K -$35.2K -859 -8%
AWA
54
Acorn Wealth Advisors
Michigan
$399K -$25.6K -623 -6%
RW
55
RVW Wealth
California
$365K +$11.2K +273 +3%
AF
56
Allworth Financial
California
$329K -$6.28K -153 -2%
KFS
57
Keynote Financial Services
Connecticut
$322K -$55.8K -1,360 -15%
RCG
58
Rock Creek Group
District of Columbia
$319K +$319K +7,780 New
SWM
59
Spire Wealth Management
Virginia
$281K +$94K +2,291 +50%
TA
60
Tactive Advisors
Florida
$261K +$261K +6,368 New
ACM
61
Absolute Capital Management
Pennsylvania
$257K -$41.2K -1,005 -14%
OAM
62
Occidental Asset Management
California
$246K
FIM
63
Freedom Investment Management
Connecticut
$240K -$85K -2,071 -26%
KAS
64
Kestra Advisory Services
Texas
$229K +$229K +5,584 New
Creative Planning
65
Creative Planning
Kansas
$206K -$524K -12,760 -72%
WPC
66
Waters Parkerson & Co
Louisiana
$205K
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$205K -$47.2K -1,150 -19%
ESB
68
Essex Savings Bank
Connecticut
$204K
Renaissance Technologies
69
Renaissance Technologies
New York
$201K +$201K +4,900 New
Goldman Sachs
70
Goldman Sachs
New York
$200K +$200K +4,877 New
SAM
71
Smartleaf Asset Management
Massachusetts
$177K +$177K +4,328 New
EWA
72
EP Wealth Advisors
California
$141K -$104K -2,535 -42%
IA
73
IFP Advisors
Florida
$132K -$4.97K -121 -4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$124K
AWM
75
AE Wealth Management
Kansas
$93.2K -$175K -4,259 -65%