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FlexShares High Yield Value-Scored Bond Index Fund

42 hedge funds and large institutions have $110M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

26% more capital invested

Capital invested by funds: $87.2M → $110M (+$22.5M)

14.32% more ownership

Funds ownership: 62.16%76.48% (+14%)

5% less funds holding

Funds holding: 4442 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
25
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$22.6M +$222M +4,457,216 +245%
RW
2
REDW Wealth
New Mexico
$10M +$2.05M +41,098 +26%
BCM
3
Boltwood Capital Management
California
$8.68M +$1.8M +36,157 +26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.76M +$3.2M +64,111 +70%
FTUS
5
Flow Traders U.S.
New York
$7.41M +$7.41M +148,577 New
AF
6
Allworth Financial
California
$6.52M -$863K -17,309 -12%
Morgan Stanley
7
Morgan Stanley
New York
$6.4M +$513K +10,278 +9%
AP
8
Advisors Preferred
Maryland
$5.72M +$5.74M +115,100 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.9M +$282K +5,647 +6%
Stifel Financial
10
Stifel Financial
Missouri
$4.03M +$818K +16,406 +25%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$3.2M +$61.9K +1,240 +2%
CWM
12
Cedar Wealth Management
California
$3.08M +$345K +6,926 +13%
LPL Financial
13
LPL Financial
California
$2.59M +$1.09M +21,919 +73%
IA
14
IFP Advisors
Florida
$2.4M +$111K +2,231 +5%
RW
15
RVW Wealth
California
$2M +$312K +6,260 +17%
IFA
16
Interactive Financial Advisors
Illinois
$1.5M +$260K +5,218 +21%
SWRP
17
Summit Wealth & Retirement Planning
California
$1.2M -$244K -4,894 -17%
HIM
18
Hanlon Investment Management
New Jersey
$916K +$248K +4,962 +37%
SFS
19
Sowell Financial Services
Arkansas
$909K +$73.1K +1,466 +9%
CAN
20
Cetera Advisor Networks
California
$908K +$213K +4,266 +31%
Bank of America
21
Bank of America
North Carolina
$810K +$325K +6,525 +67%
IFWM
22
Institute for Wealth Management
Colorado
$808K +$36.3K +727 +5%
IIC
23
Ironwood Investment Counsel
Arizona
$797K
MML Investors Services
24
MML Investors Services
Massachusetts
$757K +$432K +8,669 +133%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$593K +$77.3K +1,550 +15%