HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

37 hedge funds and large institutions have $60.3M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
20
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$13M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.28M
3
BCM
3
Boltwood Capital Management
California
$6.23M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.89M
5
SWRP
5
Summit Wealth & Retirement Planning
California
$1.02M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$1.14M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.53M
5
LPL Financial
5
LPL Financial
California
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$13M 1,068,561 +443,112 +71%
Morgan Stanley
2
Morgan Stanley
New York
$6.28M 126,856 +28,593 +29%
BCM
3
Boltwood Capital Management
California
$6.23M 125,853 +27,763 +28%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.53M 91,394 -18,068 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.37M 88,283 +1,812 +2%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$3M 60,452 -5,935 -9%
Stifel Financial
7
Stifel Financial
Missouri
$2.89M 58,424 +19,222 +49%
CWM
8
Cedar Wealth Management
California
$2.52M 50,881 +72 +0.1%
IA
9
IFP Advisors
Florida
$2.27M 45,908 +6,249 +16%
RW
10
RVW Wealth
California
$2M 36,261 +1,958 +6%
LPL Financial
11
LPL Financial
California
$1.75M 35,270 -14,841 -30%
3LCM
12
3D/L Capital Management
Connecticut
$1.71M 34,512 -4,091 -11%
Jane Street
13
Jane Street
New York
$1.14M 23,040 -76,873 -77%
IFA
14
Interactive Financial Advisors
Illinois
$1.02M 20,643 +3,702 +22%
SWRP
15
Summit Wealth & Retirement Planning
California
$1.02M 20,596 +9,203 +81%
RW
16
REDW Wealth
New Mexico
$944K 19,053 +6,043 +46%
IFWM
17
Institute for Wealth Management
Colorado
$772K 15,591 -691 -4%
SFS
18
Sowell Financial Services
Arkansas
$623K 12,551 +7,221 +135%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$594K 11,998 +277 +2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$467K 9,432 +6,987 +286%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$435K 8,800 – –
HIP
22
HUB Investment Partners
Texas
$380K 7,670 +7,670 New
IIC
23
Ironwood Investment Counsel
Arizona
$371K 7,500 +7,500 New
SPC
24
Sigma Planning Corp
Michigan
$340K 6,870 +950 +16%
CAN
25
Cetera Advisor Networks
California
$329K 6,640 +2,210 +50%
1
2