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FlexShares High Yield Value-Scored Bond Index Fund

92 hedge funds and large institutions have $1.27B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $1.21B → $1.27B (+$57.4M)

0% more funds holding

Funds holding: 9292 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.68% less ownership

Funds ownership: 87.31%86.63% (-0.68%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
44
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
Bristlecone Advisors
Washington
$66.5K +$65.4K +1,597 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$66K +$328 +8 +0.5%
CA
78
CoreCap Advisors
Michigan
$63.2K +$4.18K +102 +7%
CFGS
79
Concourse Financial Group Securities
Alabama
$44.9K +$573 +14 +1%
MA
80
Marquette Associates
Illinois
$34.9K -$1.8K -44 -5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$30.6K
GBT
82
Grove Bank & Trust
Florida
$23.7K
JP Morgan Chase
83
JP Morgan Chase
New York
$21.4K +$21K +513 +51,300%
Comerica Bank
84
Comerica Bank
Texas
$14.3K
CSC
85
Caldwell Sutter Capital
California
$5.88K
PA
86
PSI Advisors
Florida
$4.25K +$2.05K +50 +96%
NP
87
NorthRock Partners
Minnesota
$3.67K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$3.08K +$2.99K +73 +7,300%
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$3K -$22.6K -551 -88%
FHA
90
First Horizon Advisors
Tennessee
$1.96K
IAIM
91
International Assets Investment Management
Florida
$1.77K +$2.83M +69,047 +6,277%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$583 +$573 +14 New
Wells Fargo
93
Wells Fargo
California
$13
JFG
94
Jefferies Financial Group
New York
-$2.02M -50,000 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$838K -20,753 Closed
TCM
96
Triumph Capital Management
Colorado
-$230K -5,681 Closed
TCPG
97
Trivant Custom Portfolio Group
California
-$141K -3,500 Closed
UBS Group
98
UBS Group
Switzerland
-$43.8K -1,083 Closed
AWM
99
Avior Wealth Management
Nebraska
-$25K -620 Closed
GI
100
Gradient Investments
Minnesota
-$1.25K -31 Closed