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FlexShares High Yield Value-Scored Bond Index Fund

100 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 18 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
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
Stifel Financial
51
Stifel Financial
Missouri
$365K
AI
52
Atria Investments
North Carolina
$352K
RW
53
RVW Wealth
California
$347K
Wells Fargo
54
Wells Fargo
California
$315K
AF
55
Allworth Financial
California
$308K
TA
56
Tactive Advisors
Florida
$307K
WF
57
WealthPoint Financial
North Carolina
$303K
KFS
58
Keynote Financial Services
Connecticut
$295K
FHC
59
First Heartland Consultants
Missouri
$285K
AA
60
AlphaCentric Advisors
Puerto Rico
$280K
KAS
61
Kestra Advisory Services
Texas
$261K
WIM
62
WealthPlan Investment Management
Nebraska
$259K
IFWM
63
Institute for Wealth Management
Colorado
$250K
SWM
64
Spire Wealth Management
Virginia
$245K
ACM
65
Absolute Capital Management
Pennsylvania
$245K
OAM
66
Occidental Asset Management
California
$244K
WIA
67
World Investment Advisors
California
$243K
SC
68
Steph & Co
Wisconsin
$231K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$224K
WANY
70
Wealthspire Advisors (New York)
New York
$211K
WPC
71
Waters Parkerson & Co
Louisiana
$204K
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$203K
ESB
73
Essex Savings Bank
Connecticut
$203K
KFP
74
Kerr Financial Planning
California
$151K
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$137K