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FlexShares High Yield Value-Scored Bond Index Fund

98 hedge funds and large institutions have $947M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$352K
RW
52
RVW Wealth
California
$347K
Wells Fargo
53
Wells Fargo
California
$315K
AF
54
Allworth Financial
California
$308K
TA
55
Tactive Advisors
Florida
$307K
WF
56
WealthPoint Financial
North Carolina
$303K
KFS
57
Keynote Financial Services
Connecticut
$295K
FHC
58
First Heartland Consultants
Missouri
$285K
AA
59
AlphaCentric Advisors
Puerto Rico
$280K
KAS
60
Kestra Advisory Services
Texas
$261K
WIM
61
WealthPlan Investment Management
Nebraska
$259K
IFWM
62
Institute for Wealth Management
Colorado
$250K
SWM
63
Spire Wealth Management
Virginia
$245K
ACM
64
Absolute Capital Management
Pennsylvania
$245K
OAM
65
Occidental Asset Management
California
$244K
SC
66
Steph & Co
Wisconsin
$231K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$224K
WANY
68
Wealthspire Advisors (New York)
New York
$211K
WPC
69
Waters Parkerson & Co
Louisiana
$204K
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$203K
ESB
71
Essex Savings Bank
Connecticut
$203K
KFP
72
Kerr Financial Planning
California
$151K
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$137K
William Blair & Company
74
William Blair & Company
Illinois
$127K
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$123K