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FlexShares High Yield Value-Scored Bond Index Fund

25 hedge funds and large institutions have $36.9M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

136% more capital invested

Capital invested by funds: $15.6M → $36.9M (+$21.3M)

67% more funds holding

Funds holding: 1525 (+10)

5.78% more ownership

Funds ownership: 45.17%50.95% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
10
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.3M +$11.1M +232,501 +58,125%
Jane Street
2
Jane Street
New York
$5.29M +$1.4M +29,155 +37%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.22M +$4.17M +86,944 New
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$2.87M -$788K -16,440 -22%
Stifel Financial
5
Stifel Financial
Missouri
$2.08M +$678K +14,139 +50%
SRSA
6
S.R. Schill & Associates
Washington
$1.74M +$1.72M +35,789 New
CWM
7
Cedar Wealth Management
California
$1.59M +$628K +13,108 +67%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.51M +$200K +4,162 +15%
FTUS
9
Flow Traders U.S.
New York
$988K +$975K +20,340 New
Northern Trust
10
Northern Trust
Illinois
$936K +$28.3M +590,188 +296%
LPL Financial
11
LPL Financial
California
$865K +$406K +8,464 +91%
Truist Financial
12
Truist Financial
North Carolina
$850K +$839K +17,503 New
SPC
13
Sigma Planning Corp
Michigan
$588K +$56.1K +1,170 +11%
HR
14
Hayden Royal
North Carolina
$395K +$386K +8,057 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$394K +$115K +2,393 +42%
Bank of America
16
Bank of America
North Carolina
$377K +$287K +5,987 +337%
CA
17
Calton & Associates
Florida
$342K +$337K +7,036 New
IFWM
18
Institute for Wealth Management
Colorado
$233K +$230K +4,797 New
Morgan Stanley
19
Morgan Stanley
New York
$102K +$101K +2,109 New
APA
20
American Portfolios Advisors
New York
$67K +$66.2K +1,380 New
GTAM
21
Global Trust Asset Management
Florida
$50K +$49.3K +1,028 New
OAM
22
Oppenheimer Asset Management
New York
$26K -$1.25K -26 -5%
AG
23
Advisor Group
Arizona
$15K +$15.1K +314 New
UBS Group
24
UBS Group
Switzerland
$4K +$3.74K +78 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1K