HYGV icon

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.

Holders
60
Holders Change
Holders Change %
0%
% of All Funds
0.97%
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 Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$757M 18,987,461 +3,404,470 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M 377,870 +26,207 +7%
RW
3
REDW Wealth
New Mexico
$13.2M 330,320 -77,906 -19%
BCM
4
Boltwood Capital Management
California
$11.2M 280,986 +14,545 +5%
UBG
5
United Bank (Georgia)
Georgia
$10.9M 272,974 -202 -0.1%
AWM
6
AE Wealth Management
Kansas
$10M 251,487 +5,341 +2%
Morgan Stanley
7
Morgan Stanley
New York
$5.79M 145,271 -51,026 -26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.08M 127,556 -108,703 -46%
IA
9
IFP Advisors
Florida
$4.88M 97,507 -33,052 -25%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.76M 119,425 +9,228 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.82M 95,765 -6,828 -7%
HIM
12
Hanlon Investment Management
New Jersey
$2.25M 56,572 +11,812 +26%
FNWM
13
Financial Network Wealth Management
Utah
$2.14M 53,750 -16,432 -23%
AF
14
Allworth Financial
California
$1.99M 49,916 -22,833 -31%
CWM
15
Cedar Wealth Management
California
$1.97M 49,512 +3,437 +7%
LFA
16
Landmark Financial Advisors
Kentucky
$1.92M 48,164 +12,231 +34%
Stifel Financial
17
Stifel Financial
Missouri
$1.51M 37,917 -10,616 -22%
LPL Financial
18
LPL Financial
California
$1.47M 36,994 -1,023 -3%
CAN
19
Cetera Advisor Networks
California
$1.41M 35,321 +4,891 +16%
RPC
20
Rossmore Private Capital
Connecticut
$1.32M 32,725 +5,750 +21%
RW
21
RVW Wealth
California
$1.19M 29,846 +1,347 +5%
IFA
22
Interactive Financial Advisors
Illinois
$1.05M 26,232 -2,400 -8%
VWA
23
Visionary Wealth Advisors
Illinois
$986K 24,732 +12,381 +100%
Bank of America
24
Bank of America
North Carolina
$936K 23,490 +3,483 +17%
CRI
25
Colonial River Investments
Virginia
$837K 21,008 +1,408 +7%