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FlexShares High Yield Value-Scored Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

24% more funds holding

Funds holding: 7897 (+19)

15% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$161M)

1.71% more ownership

Funds ownership: 87.7%89.41% (+1.7%)

Holders
97
Holders Change
+19
Holders Change %
+24.36%
% of All Funds
1.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.03B +$61.6M +1,554,262 +7%
Morgan Stanley
2
Morgan Stanley
New York
$28.3M +$15.8M +398,627 +136%
KAM
3
Kensington Asset Management
Texas
$26M +$25.2M +635,400 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.8M +$489K +12,338 +2%
JFG
5
Jefferies Financial Group
New York
$14.7M +$14.3M +360,200 New
BCM
6
Boltwood Capital Management
California
$12.3M -$724K -18,255 -6%
RW
7
REDW Wealth
New Mexico
$11.1M -$2.29M -57,648 -18%
UBG
8
United Bank (Georgia)
Georgia
$10.6M -$533K -13,454 -5%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.52M +$394K +9,928 +4%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$7.72M +$2.6M +65,616 +53%
Bank of America
11
Bank of America
North Carolina
$7.23M +$3.37M +84,904 +92%
AWM
12
AE Wealth Management
Kansas
$6.34M +$1.19M +30,006 +24%
OPAM
13
Ocean Park Asset Management
California
$5.64M -$6.34M -159,800 -54%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.2M +$181K +4,577 +4%
Jane Street
15
Jane Street
New York
$4.76M +$4.06M +102,335 +728%
HB
16
Horizon Bancorp
Indiana
$3.65M +$3.54M +89,305 New
LFA
17
Landmark Financial Advisors
Kentucky
$3.62M +$676K +17,051 +24%
Citadel Advisors
18
Citadel Advisors
Florida
$3.12M +$1.82M +45,998 +152%
CWM
19
Cedar Wealth Management
California
$2.99M +$37.4K +942 +1%
CAN
20
Cetera Advisor Networks
California
$2.47M +$484K +12,212 +25%
FNWM
21
Financial Network Wealth Management
Utah
$2.31M +$68.8K +1,734 +3%
HIM
22
Hanlon Investment Management
New Jersey
$2.29M -$604K -15,231 -21%
VWA
23
Visionary Wealth Advisors
Illinois
$2.08M +$163K +4,113 +9%
FTS
24
Fifth Third Securities
Ohio
$1.95M +$106K +2,671 +6%
DWM
25
Dogwood Wealth Management
Kansas
$1.89M +$1.84M +46,366 New