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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

97 hedge funds and large institutions have $1.26B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.

Holders
97
Holders Change
+19
Holders Change %
+24.36%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
35
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.03B
2
KAM
2
Kensington Asset Management
Texas
$26M
3
Morgan Stanley
3
Morgan Stanley
New York
$28.3M
4
JFG
4
Jefferies Financial Group
New York
$14.7M
5
Jane Street
5
Jane Street
New York
$4.76M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$5.64M
2
OMC
2
Old Mission Capital
Illinois
$0
3
RW
3
REDW Wealth
New Mexico
$11.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$945K
5
CRI
5
Colonial River Investments
Virginia
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.03B 25,295,654 +1,554,262 +7%
Morgan Stanley
2
Morgan Stanley
New York
$28.3M 692,570 +398,627 +136%
KAM
3
Kensington Asset Management
Texas
$26M 635,400 +635,400 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.8M 630,656 +12,338 +2%
JFG
5
Jefferies Financial Group
New York
$14.7M 360,200 +360,200 New
BCM
6
Boltwood Capital Management
California
$12.3M 300,080 -18,255 -6%
RW
7
REDW Wealth
New Mexico
$11.1M 271,392 -57,648 -18%
UBG
8
United Bank (Georgia)
Georgia
$10.6M 259,559 -13,454 -5%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.52M 233,004 +9,928 +4%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$7.72M 188,959 +65,616 +53%
Bank of America
11
Bank of America
North Carolina
$7.23M 176,816 +84,904 +92%
AWM
12
AE Wealth Management
Kansas
$6.34M 154,185 +30,006 +24%
OPAM
13
Ocean Park Asset Management
California
$5.64M 138,100 -159,800 -54%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.2M 127,308 +4,577 +4%
Jane Street
15
Jane Street
New York
$4.76M 116,389 +102,335 +728%
HB
16
Horizon Bancorp
Indiana
$3.65M 89,305 +89,305 New
LFA
17
Landmark Financial Advisors
Kentucky
$3.62M 88,668 +17,051 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$3.12M 76,271 +45,998 +152%
CWM
19
Cedar Wealth Management
California
$2.99M 73,226 +942 +1%
CAN
20
Cetera Advisor Networks
California
$2.47M 60,465 +12,212 +25%
FNWM
21
Financial Network Wealth Management
Utah
$2.31M 56,585 +1,734 +3%
HIM
22
Hanlon Investment Management
New Jersey
$2.29M 55,994 -15,231 -21%
VWA
23
Visionary Wealth Advisors
Illinois
$2.08M 50,773 +4,113 +9%
FTS
24
Fifth Third Securities
Ohio
$1.95M 47,643 +2,671 +6%
DWM
25
Dogwood Wealth Management
Kansas
$1.89M 46,366 +46,366 New
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