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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

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.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
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
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
OPAM
2
Ocean Park Asset Management
California
$8.08M
3
HB
3
Horizon Bancorp
Indiana
$4.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.6M
5
AWM
5
AE Wealth Management
Kansas
$8.62M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$20M
2
RW
2
REDW Wealth
New Mexico
$6.81M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.35M
4
JFG
4
Jefferies Financial Group
New York
$0
5
VWA
5
Visionary Wealth Advisors
Illinois
$557K
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
Bristlecone Advisors
Washington
$66.5K 1,597 +1,597 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$66K 1,608 +8 +0.5%
CA
78
CoreCap Advisors
Michigan
$63.2K 1,517 +102 +7%
CFGS
79
Concourse Financial Group Securities
Alabama
$44.9K 1,077 +14 +1%
MA
80
Marquette Associates
Illinois
$34.9K 837 -44 -5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$30.6K 735 – –
GBT
82
Grove Bank & Trust
Florida
$23.7K 569 – –
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$21.4K 514 +513 +51,300%
Comerica Bank
84
Comerica Bank
Texas
$14.3K 343 – –
CSC
85
Caldwell Sutter Capital
California
$5.88K 141 – –
PA
86
PSI Advisors
Florida
$4.25K 102 +50 +96%
NP
87
NorthRock Partners
Minnesota
$3.67K 88 – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$3.08K 74 +73 +7,300%
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$3K 74 -551 -88%
FHA
90
First Horizon Advisors
Tennessee
$1.96K 47 – –
IAIM
91
International Assets Investment Management
Florida
$1.77K 70,147 +69,047 +6,277%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$583 14 +14 New
Wells Fargo
93
Wells Fargo
California
– – – –
JFG
94
Jefferies Financial Group
New York
– – -50,000 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
– – -20,753 Closed
TCM
96
Triumph Capital Management
Colorado
– – -5,681 Closed
TCPG
97
Trivant Custom Portfolio Group
California
– – -3,500 Closed
UBS Group
98
UBS Group
Switzerland
– – -1,083 Closed
AWM
99
Avior Wealth Management
Nebraska
– – -620 Closed
GI
100
Gradient Investments
Minnesota
– – -31 Closed
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4