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FlexShares High Yield Value-Scored Bond Index Fund

93 hedge funds and large institutions have $1.24B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

2% less capital invested

Capital invested by funds: $1.26B → $1.24B (-$20.8M)

4% less funds holding

Funds holding: 9793 (-4)

4.91% less ownership

Funds ownership: 89.41%84.5% (-4.9%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
44
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Marquette Associates
Illinois
$40.2K -$8.38K -205 -17%
Franklin Resources
77
Franklin Resources
California
$33.1K -$852K -20,845 -96%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$30.2K
HGERS
79
Householder Group Estate & Retirement Specialist
Arizona
$25.7K -$26.1K -639 -51%
AWM
80
Avior Wealth Management
Nebraska
$25.5K
GBT
81
Grove Bank & Trust
Florida
$23.4K
Comerica Bank
82
Comerica Bank
Texas
$14.1K
NFSG
83
Newbridge Financial Services Group
Florida
$12.3K -$155K -3,790 -93%
CFGS
84
Concourse Financial Group Securities
Alabama
$5.34K +$1.39K +34 +35%
IPW
85
Impact Partnership Wealth
Georgia
$4.36K
CFD
86
Creative Financial Designs
Indiana
$4.19K
NP
87
NorthRock Partners
Minnesota
$3.62K
FHA
88
First Horizon Advisors
Tennessee
$1.93K
SWM
89
Spire Wealth Management
Virginia
$1.32K +$1.31K +32 New
FGAM
90
Financial Gravity Asset Management
Texas
$1.21K +$450 +11 +58%
Wells Fargo
91
Wells Fargo
California
$70 +$82 +2 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$41 -$5.27K -129 -99%
JP Morgan Chase
93
JP Morgan Chase
New York
$4 +$4.01K +98 New
Jane Street
94
Jane Street
New York
-$4.76M -116,389 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$3.12M -76,271 Closed
FTUS
96
Flow Traders U.S.
New York
-$650K -15,893 Closed
BA
97
Bristlecone Advisors
Washington
-$592K -14,490 Closed
Cerity Partners
98
Cerity Partners
New York
-$391K -9,567 Closed
ARC
99
Advisor Resource Council
Texas
-$238K -5,819 Closed
KFG
100
Kingdom Financial Group
Arizona
-$212K -5,198 Closed