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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

28 hedge funds and large institutions have $40.7M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
12
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$5.95M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.48M
4
SAM
4
Shone Asset Management
California
$6.05M
5
IFWM
5
Institute for Wealth Management
Colorado
$763K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18K
3
HR
3
Hayden Royal
North Carolina
$0
4
CA
4
Calton & Associates
Florida
$0
5
Truist Financial
5
Truist Financial
North Carolina
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Shone Asset Management
California
$6.05M 130,560 +17,136 +15%
FI
2
FormulaFolio Investments
Michigan
$5.95M 132,396 +132,396 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.41M 120,276 +10,903 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.2M 71,295 +20,239 +40%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$3.19M 67,876 +8,041 +13%
3AM
6
3D Asset Management
Connecticut
$3.09M 68,700 -2,880 -4%
CWM
7
Cedar Wealth Management
California
$2.19M 48,669 +454 +0.9%
Stifel Financial
8
Stifel Financial
Missouri
$2.03M 45,248 +2,066 +5%
LPL Financial
9
LPL Financial
California
$1.98M 43,985 +2,934 +7%
RW
10
RVW Wealth
California
$1.52M 33,714 +3,135 +10%
Morgan Stanley
11
Morgan Stanley
New York
$1.48M 32,842 +19,662 +149%
Northern Trust
12
Northern Trust
Illinois
$959K 996,582 +206,227 +26%
IFWM
13
Institute for Wealth Management
Colorado
$763K 16,984 +12,091 +247%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$551K 12,266 +2,136 +21%
SPC
15
Sigma Planning Corp
Michigan
$530K 11,790 – –
Truist Financial
16
Truist Financial
North Carolina
$461K 10,255 -3,125 -23%
SWRP
17
Summit Wealth & Retirement Planning
California
$292K 6,500 -350 -5%
MML Investors Services
18
MML Investors Services
Massachusetts
$281K 6,246 +6,246 New
HIM
19
Hanlon Investment Management
New Jersey
$222K 4,948 +4,948 New
Osaic Holdings
20
Osaic Holdings
Arizona
$213K 4,734 -305 -6%
Bank of America
21
Bank of America
North Carolina
$170K 3,773 -799 -17%
CAN
22
Cetera Advisor Networks
California
$82K 1,835 +1,835 New
APA
23
American Portfolios Advisors
New York
$62K 1,380 – –
PAG
24
Private Advisor Group
New Jersey
$24K 541 +541 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$18K 407 -7,735 -95%
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