HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

77 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+16
Holders Change %
+26.23%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
22
Increased
29
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$862M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.1M
3
OPAM
3
Ocean Park Asset Management
California
$12M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$5.71M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.39M
2
FTUS
2
Flow Traders U.S.
New York
$554K
3
IA
3
IFP Advisors
Florida
$978K
4
SWRP
4
Summit Wealth & Retirement Planning
California
$0
5
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$862M 21,322,938 +1,893,804 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.1M 720,717 +318,139 +79%
RW
3
REDW Wealth
New Mexico
$12.9M 319,914 +34,058 +12%
OPAM
4
Ocean Park Asset Management
California
$12M 297,900 +297,900 New
BCM
5
Boltwood Capital Management
California
$11.1M 273,828 -13,083 -5%
UBG
6
United Bank (Georgia)
Georgia
$10.6M 262,928 +10,146 +4%
Morgan Stanley
7
Morgan Stanley
New York
$10.3M 253,641 +121,208 +92%
MML Investors Services
8
MML Investors Services
Massachusetts
$5.71M 141,177 +42,930 +44%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.04M 124,540 +1,847 +2%
AWM
10
AE Wealth Management
Kansas
$4.39M 108,612 +4,625 +4%
HIM
11
Hanlon Investment Management
New Jersey
$3.03M 75,046 +12,823 +21%
CWM
12
Cedar Wealth Management
California
$2.88M 71,165 +18,295 +35%
LFA
13
Landmark Financial Advisors
Kentucky
$2.68M 66,231 +13,931 +27%
Jane Street
14
Jane Street
New York
$2.39M 59,109 -645,354 -92%
Stifel Financial
15
Stifel Financial
Missouri
$2.32M 57,287 -3,377 -6%
FNWM
16
Financial Network Wealth Management
Utah
$2.28M 56,317 +2,199 +4%
CAN
17
Cetera Advisor Networks
California
$2.25M 55,645 +17,803 +47%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.21M 54,738 +41,132 +302%
CRI
19
Colonial River Investments
Virginia
$2.08M 51,366 -438 -0.8%
VWA
20
Visionary Wealth Advisors
Illinois
$1.75M 43,304 +13,996 +48%
FTS
21
Fifth Third Securities
Ohio
$1.65M 40,918 +6,816 +20%
AF
22
Allworth Financial
California
$1.49M 36,858 -7,173 -16%
RPC
23
Rossmore Private Capital
Connecticut
$1.45M 35,930 -2,345 -6%
LPL Financial
24
LPL Financial
California
$1.43M 35,324 +2,853 +9%
AWS
25
Atria Wealth Solutions
New York
$1.28M 31,750 +31,750 New
1
2 3 4