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FlexShares High Yield Value-Scored Bond Index Fund

101 hedge funds and large institutions have $949M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 93101 (+8)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.04% more ownership

Funds ownership: 80.56%80.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.01B → $949M (-$58.4M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$367K +$367K +9,007 New
Stifel Financial
52
Stifel Financial
Missouri
$365K +$4.81K +118 +1%
AI
53
Atria Investments
North Carolina
$352K +$353K +8,649 New
RW
54
RVW Wealth
California
$347K -$15.4K -378 -4%
Wells Fargo
55
Wells Fargo
California
$315K +$316K +7,737 +773,700%
AF
56
Allworth Financial
California
$308K -$14.5K -356 -4%
TA
57
Tactive Advisors
Florida
$307K -$43.4K -1,065 -12%
WF
58
WealthPoint Financial
North Carolina
$303K +$304K +7,445 New
KFS
59
Keynote Financial Services
Connecticut
$295K -$8.97K -220 -3%
FHC
60
First Heartland Consultants
Missouri
$285K +$286K +7,002 New
AA
61
AlphaCentric Advisors
Puerto Rico
$280K +$281K +6,882 New
KAS
62
Kestra Advisory Services
Texas
$261K +$30.5K +748 +13%
WIM
63
WealthPlan Investment Management
Nebraska
$259K +$259K +6,350 New
IFWM
64
Institute for Wealth Management
Colorado
$250K -$204K -4,994 -45%
SWM
65
Spire Wealth Management
Virginia
$245K +$15.8K +388 +7%
ACM
66
Absolute Capital Management
Pennsylvania
$245K -$10.2K -250 -4%
OAM
67
Occidental Asset Management
California
$244K
WIA
68
World Investment Advisors
California
$243K +$243K +5,969 New
SC
69
Steph & Co
Wisconsin
$231K -$291K -7,135 -56%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$224K +$224K +5,495 New
WANY
71
Wealthspire Advisors (New York)
New York
$211K +$133K +3,261 +169%
WPC
72
Waters Parkerson & Co
Louisiana
$204K
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$203K
ESB
74
Essex Savings Bank
Connecticut
$203K
KFP
75
Kerr Financial Planning
California
$151K