HYGV icon

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.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.98%
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 Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$791M 19,429,134 +441,673 +2%
Jane Street
2
Jane Street
New York
$28.7M 704,463 +704,463 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.4M 402,578 +24,708 +7%
BCM
4
Boltwood Capital Management
California
$11.7M 286,911 +5,925 +2%
RW
5
REDW Wealth
New Mexico
$11.6M 285,856 -44,464 -13%
UBG
6
United Bank (Georgia)
Georgia
$10.3M 252,782 -20,192 -7%
Morgan Stanley
7
Morgan Stanley
New York
$5.39M 132,433 -12,838 -9%
AWM
8
AE Wealth Management
Kansas
$4.24M 103,987 -147,500 -59%
MML Investors Services
9
MML Investors Services
Massachusetts
$4M 98,247 +2,482 +3%
IA
10
IFP Advisors
Florida
$3.19M 63,727 -33,780 -35%
HIM
11
Hanlon Investment Management
New Jersey
$2.53M 62,223 +5,651 +10%
Stifel Financial
12
Stifel Financial
Missouri
$2.47M 60,664 +22,747 +60%
FTUS
13
Flow Traders U.S.
New York
$2.45M 60,084 +60,084 New
FNWM
14
Financial Network Wealth Management
Utah
$2.2M 54,118 +368 +0.7%
CWM
15
Cedar Wealth Management
California
$2.15M 52,870 +3,358 +7%
LFA
16
Landmark Financial Advisors
Kentucky
$2.13M 52,300 +4,136 +9%
CRI
17
Colonial River Investments
Virginia
$2.11M 51,804 +30,796 +147%
AF
18
Allworth Financial
California
$1.79M 44,031 -5,885 -12%
RPC
19
Rossmore Private Capital
Connecticut
$1.56M 38,275 +5,550 +17%
CAN
20
Cetera Advisor Networks
California
$1.54M 37,842 +2,521 +7%
FTS
21
Fifth Third Securities
Ohio
$1.39M 34,102 +34,102 New
LPL Financial
22
LPL Financial
California
$1.32M 32,471 -4,523 -12%
VWA
23
Visionary Wealth Advisors
Illinois
$1.19M 29,308 +4,576 +19%
RW
24
RVW Wealth
California
$944K 23,185 -6,661 -22%
SWRP
25
Summit Wealth & Retirement Planning
California
$868K 21,321 +4,275 +25%