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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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $1.01B → $1.1B (+$90.7M)

0% more funds holding

Funds holding: 7878 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1.59% less ownership

Funds ownership: 89.29%87.7% (-1.6%)

Holders
78
Holders Change
Holders Change %
0%
% 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
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$944M +$97.2M +2,418,454 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.6M -$4.12M -102,399 -14%
RW
3
REDW Wealth
New Mexico
$13.1M +$367K +9,126 +3%
BCM
4
Boltwood Capital Management
California
$12.7M +$1.79M +44,507 +16%
OPAM
5
Ocean Park Asset Management
California
$11.8M
Morgan Stanley
6
Morgan Stanley
New York
$11.7M +$1.62M +40,302 +16%
UBG
7
United Bank (Georgia)
Georgia
$10.9M +$405K +10,085 +4%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.87M +$3.29M +81,899 +58%
AWM
9
AE Wealth Management
Kansas
$4.94M +$626K +15,567 +14%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$4.9M +$4.96M +123,343 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.88M -$72.7K -1,809 -1%
Bank of America
12
Bank of America
North Carolina
$3.65M +$2.85M +70,909 +338%
CWM
13
Cedar Wealth Management
California
$2.87M +$45K +1,119 +2%
LFA
14
Landmark Financial Advisors
Kentucky
$2.85M +$217K +5,386 +8%
HIM
15
Hanlon Investment Management
New Jersey
$2.83M -$154K -3,821 -5%
OMC
16
Old Mission Capital
Illinois
$2.57M +$2.6M +64,724 New
Stifel Financial
17
Stifel Financial
Missouri
$2.2M -$75.3K -1,874 -3%
FNWM
18
Financial Network Wealth Management
Utah
$2.17M -$58.9K -1,466 -3%
CRI
19
Colonial River Investments
Virginia
$2.04M +$925 +23 +0%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.96M +$1.2M +29,900 +154%
CAN
21
Cetera Advisor Networks
California
$1.92M -$297K -7,392 -13%
VWA
22
Visionary Wealth Advisors
Illinois
$1.86M +$135K +3,356 +8%
FTS
23
Fifth Third Securities
Ohio
$1.79M +$163K +4,054 +10%
LPL Financial
24
LPL Financial
California
$1.77M +$365K +9,073 +26%
Citigroup
25
Citigroup
New York
$1.58M +$341K +8,477 +27%