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FlexShares High Yield Value-Scored Bond Index Fund

61 hedge funds and large institutions have $924M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $871M → $924M (+$53.2M)

2% more funds holding

Funds holding: 6061 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 93.52%90.66% (-2.9%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% 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
29
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$791M +$18M +441,673 +2%
Jane Street
2
Jane Street
New York
$28.7M +$28.7M +704,463 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.4M +$1.01M +24,708 +7%
BCM
4
Boltwood Capital Management
California
$11.7M +$241K +5,925 +2%
RW
5
REDW Wealth
New Mexico
$11.6M -$1.81M -44,464 -13%
UBG
6
United Bank (Georgia)
Georgia
$10.3M -$821K -20,192 -7%
Morgan Stanley
7
Morgan Stanley
New York
$5.39M -$522K -12,838 -9%
AWM
8
AE Wealth Management
Kansas
$4.24M -$6M -147,500 -59%
MML Investors Services
9
MML Investors Services
Massachusetts
$4M +$101K +2,482 +3%
IA
10
IFP Advisors
Florida
$3.19M -$1.37M -33,780 -35%
HIM
11
Hanlon Investment Management
New Jersey
$2.53M +$230K +5,651 +10%
Stifel Financial
12
Stifel Financial
Missouri
$2.47M +$925K +22,747 +60%
FTUS
13
Flow Traders U.S.
New York
$2.45M +$2.44M +60,084 New
FNWM
14
Financial Network Wealth Management
Utah
$2.2M +$15K +368 +0.7%
CWM
15
Cedar Wealth Management
California
$2.15M +$137K +3,358 +7%
LFA
16
Landmark Financial Advisors
Kentucky
$2.13M +$168K +4,136 +9%
CRI
17
Colonial River Investments
Virginia
$2.11M +$1.25M +30,796 +147%
AF
18
Allworth Financial
California
$1.79M -$239K -5,885 -12%
RPC
19
Rossmore Private Capital
Connecticut
$1.56M +$226K +5,550 +17%
CAN
20
Cetera Advisor Networks
California
$1.54M +$103K +2,521 +7%
FTS
21
Fifth Third Securities
Ohio
$1.39M +$1.39M +34,102 New
LPL Financial
22
LPL Financial
California
$1.32M -$184K -4,523 -12%
VWA
23
Visionary Wealth Advisors
Illinois
$1.19M +$186K +4,576 +19%
RW
24
RVW Wealth
California
$944K -$271K -6,661 -22%
SWRP
25
Summit Wealth & Retirement Planning
California
$868K +$174K +4,275 +25%