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FlexShares High Yield Value-Scored Bond Index Fund

60 hedge funds and large institutions have $871M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more capital invested

Capital invested by funds: $166M → $871M (+$705M)

6.81% more ownership

Funds ownership: 86.71%93.52% (+6.8%)

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more funds holding

Funds holding: 6060 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
22
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$757M +$137M +3,404,470 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M +$1.05M +26,207 +7%
RW
3
REDW Wealth
New Mexico
$13.2M -$3.13M -77,906 -19%
BCM
4
Boltwood Capital Management
California
$11.2M +$584K +14,545 +5%
UBG
5
United Bank (Georgia)
Georgia
$10.9M -$8.1K -202 -0.1%
AWM
6
AE Wealth Management
Kansas
$10M +$214K +5,341 +2%
Morgan Stanley
7
Morgan Stanley
New York
$5.79M -$2.05M -51,026 -26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.08M -$4.36M -108,703 -46%
IA
9
IFP Advisors
Florida
$4.88M -$1.33M -33,052 -25%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.76M +$370K +9,228 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.82M -$274K -6,828 -7%
HIM
12
Hanlon Investment Management
New Jersey
$2.25M +$474K +11,812 +26%
FNWM
13
Financial Network Wealth Management
Utah
$2.14M -$659K -16,432 -23%
AF
14
Allworth Financial
California
$1.99M -$916K -22,833 -31%
CWM
15
Cedar Wealth Management
California
$1.97M +$138K +3,437 +7%
LFA
16
Landmark Financial Advisors
Kentucky
$1.92M +$491K +12,231 +34%
Stifel Financial
17
Stifel Financial
Missouri
$1.51M -$426K -10,616 -22%
LPL Financial
18
LPL Financial
California
$1.47M -$41K -1,023 -3%
CAN
19
Cetera Advisor Networks
California
$1.41M +$196K +4,891 +16%
RPC
20
Rossmore Private Capital
Connecticut
$1.32M +$231K +5,750 +21%
RW
21
RVW Wealth
California
$1.19M +$54K +1,347 +5%
IFA
22
Interactive Financial Advisors
Illinois
$1.05M -$96.3K -2,400 -8%
VWA
23
Visionary Wealth Advisors
Illinois
$986K +$497K +12,381 +100%
Bank of America
24
Bank of America
North Carolina
$936K +$140K +3,483 +17%
CRI
25
Colonial River Investments
Virginia
$837K +$56.5K +1,408 +7%