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FlexShares High Yield Value-Scored Bond Index Fund

50 hedge funds and large institutions have $169M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $152M → $169M (+$16.8M)

6.94% more ownership

Funds ownership: 77.58%84.52% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less funds holding

Funds holding: 5550 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
32
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$27.3M +$235M +4,989,458 +65%
RW
2
REDW Wealth
New Mexico
$21.8M +$1.73M +36,708 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13M +$4.46M +94,541 +51%
UBG
4
United Bank (Georgia)
Georgia
$11.9M +$3.61M +76,642 +43%
Morgan Stanley
5
Morgan Stanley
New York
$10.5M +$813K +17,243 +8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$10.4M +$389K +8,261 +4%
BCM
7
Boltwood Capital Management
California
$8.11M +$41.5K +881 +0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.72M +$6.75M +143,314 +8,260%
AF
9
Allworth Financial
California
$5.83M -$170K -3,613 -3%
IA
10
IFP Advisors
Florida
$5.64M +$2.67M +56,692 +101%
Jane Street
11
Jane Street
New York
$5.32M +$1.27M +27,040 +31%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.68M +$53.9K +1,144 +1%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.94M +$3.12M +66,113 +349%
Stifel Financial
14
Stifel Financial
Missouri
$3.71M -$19.9K -423 -0.5%
CWM
15
Cedar Wealth Management
California
$3.34M +$145K +3,086 +4%
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$3.15M +$300K +6,355 +10%
LPL Financial
17
LPL Financial
California
$2.5M +$1.89K +40 +0.1%
FNWM
18
Financial Network Wealth Management
Utah
$2.24M +$2.28M +48,331 New
RW
19
RVW Wealth
California
$2.22M +$16.3K +345 +0.7%
IFA
20
Interactive Financial Advisors
Illinois
$1.72M +$122K +2,588 +7%
FTUS
21
Flow Traders U.S.
New York
$1.66M -$3.02M -64,141 -64%
CAN
22
Cetera Advisor Networks
California
$1.31M +$55.1K +1,170 +4%
Bank of America
23
Bank of America
North Carolina
$1.1M +$350K +7,416 +45%
HIM
24
Hanlon Investment Management
New Jersey
$1.01M +$376K +7,974 +58%
FA
25
Fiducient Advisors
Illinois
$987K +$1M +21,313 New