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FlexShares High Yield Value-Scored Bond Index Fund

97 hedge funds and large institutions have $1.26B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

24% more funds holding

Funds holding: 7897 (+19)

15% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$161M)

1.71% more ownership

Funds ownership: 87.7%89.41% (+1.7%)

Holders
97
Holders Change
+19
Holders Change %
+24.36%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
35
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$70.1K +$238 +6 +0.4%
HGERS
77
Householder Group Estate & Retirement Specialist
Arizona
$51K
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$49.5K -$23.4K -590 -33%
SC
79
Steph & Co
Wisconsin
$49K
MA
80
Marquette Associates
Illinois
$48.3K +$46.9K +1,183 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$30.2K
AWM
82
Avior Wealth Management
Nebraska
$25.3K
GBT
83
Grove Bank & Trust
Florida
$23.3K
US Bancorp
84
US Bancorp
Minnesota
$18.4K -$23.8K -600 -57%
Comerica Bank
85
Comerica Bank
Texas
$14K
KFS
86
Kelly Financial Services
Massachusetts
$11.3K
RCM
87
Richardson Capital Management
Wisconsin
$8.17K +$7.93K +200 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$5.31K -$75.9K -1,915 -94%
IPW
89
Impact Partnership Wealth
Georgia
$4.33K -$198 -5 -5%
CFD
90
Creative Financial Designs
Indiana
$4.17K +$4.04K +102 New
BFPW
91
BOK Financial Private Wealth
Colorado
$4.09K +$3.96K +100 New
CFGS
92
Concourse Financial Group Securities
Alabama
$3.92K +$3.81K +96 New
NP
93
NorthRock Partners
Minnesota
$3.6K +$3.49K +88 New
FHA
94
First Horizon Advisors
Tennessee
$1.92K
FFA
95
Farther Finance Advisors
California
$1.47K
FGAM
96
Financial Gravity Asset Management
Texas
$858 +$357 +9 +90%
AAP
97
Arax Advisory Partners
Colorado
$409 +$397 +10 New
Wells Fargo
98
Wells Fargo
California
$7
OMC
99
Old Mission Capital
Illinois
-$2.57M -64,724 Closed
3LCM
100
3D/L Capital Management
Connecticut
-$436K -10,960 Closed