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FlexShares High Yield Value-Scored Bond Index Fund

101 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 19 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 93101 (+8)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.04% more ownership

Funds ownership: 80.56%80.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.01B → $949M (-$58.4M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$137K +$119K +2,909 +648%
William Blair & Company
77
William Blair & Company
Illinois
$127K +$127K +3,117 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$123K
JP Morgan Chase
79
JP Morgan Chase
New York
$106K -$91.2K -2,236 -46%
IA
80
IFP Advisors
Florida
$93.8K +$1.96K +48 +2%
CFO
81
CVA Family Office
Colorado
$90.5K
AWM
82
AE Wealth Management
Kansas
$79.1K -$1.26K -31 -2%
SAM
83
Smartleaf Asset Management
Massachusetts
$77.8K -$1.66M -40,718 -96%
CA
84
CoreCap Advisors
Michigan
$57.4K -$11K -270 -16%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$53K -$101K -2,481 -65%
DRP
86
Decker Retirement Planning
Utah
$50.1K
IAIM
87
International Assets Investment Management
Florida
$44.8K +$44.9K +1,100 New
AW
88
Ankerstar Wealth
Texas
$43.2K +$43.2K +1,060 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$33.4K -$81.3K -1,994 -71%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$32.5K +$2.53K +62 +8%
SIS
91
Sound Income Strategies
Florida
$25.2K
GBT
92
Grove Bank & Trust
Florida
$23.8K +$653 +16 +3%
TCM
93
Triumph Capital Management
Colorado
$21.1K +$21.1K +518 New
Franklin Resources
94
Franklin Resources
California
$10.6K +$10.6K +260 New
AssetMark Inc
95
AssetMark Inc
California
$10.5K +$10.5K +258 New
MA
96
Marquette Associates
Illinois
$8.07K -$1.06K -26 -12%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$5.5K +$1.71K +42 +45%
CT
98
Caldwell Trust
Florida
$5.5K
WWA
99
Wealth Watch Advisors
Colorado
$3.22K +$3.22K +79 New
CFD
100
Creative Financial Designs
Indiana
$1.71K +$897 +22 +110%