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FlexShares High Yield Value-Scored Bond Index Fund

78 hedge funds and large institutions have $1.1B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
34
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$944M 23,741,392 +2,418,454 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.6M 618,318 -102,399 -14%
RW
3
REDW Wealth
New Mexico
$13.1M 329,040 +9,126 +3%
BCM
4
Boltwood Capital Management
California
$12.7M 318,335 +44,507 +16%
OPAM
5
Ocean Park Asset Management
California
$11.8M 297,900
Morgan Stanley
6
Morgan Stanley
New York
$11.7M 293,943 +40,302 +16%
UBG
7
United Bank (Georgia)
Georgia
$10.9M 273,013 +10,085 +4%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.87M 223,076 +81,899 +58%
AWM
9
AE Wealth Management
Kansas
$4.94M 124,179 +15,567 +14%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$4.9M 123,343 +123,343 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.88M 122,731 -1,809 -1%
Bank of America
12
Bank of America
North Carolina
$3.65M 91,912 +70,909 +338%
CWM
13
Cedar Wealth Management
California
$2.87M 72,284 +1,119 +2%
LFA
14
Landmark Financial Advisors
Kentucky
$2.85M 71,617 +5,386 +8%
HIM
15
Hanlon Investment Management
New Jersey
$2.83M 71,225 -3,821 -5%
OMC
16
Old Mission Capital
Illinois
$2.57M 64,724 +64,724 New
Stifel Financial
17
Stifel Financial
Missouri
$2.2M 55,413 -1,874 -3%
FNWM
18
Financial Network Wealth Management
Utah
$2.17M 54,851 -1,466 -3%
CRI
19
Colonial River Investments
Virginia
$2.04M 51,389 +23 +0%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.96M 49,300 +29,900 +154%
CAN
21
Cetera Advisor Networks
California
$1.92M 48,253 -7,392 -13%
VWA
22
Visionary Wealth Advisors
Illinois
$1.86M 46,660 +3,356 +8%
FTS
23
Fifth Third Securities
Ohio
$1.79M 44,972 +4,054 +10%
LPL Financial
24
LPL Financial
California
$1.77M 44,397 +9,073 +26%
Citigroup
25
Citigroup
New York
$1.58M 39,722 +8,477 +27%