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FlexShares High Yield Value-Scored Bond Index Fund

93 hedge funds and large institutions have $1.24B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

2% less capital invested

Capital invested by funds: $1.26B → $1.24B (-$20.8M)

4% less funds holding

Funds holding: 9793 (-4)

4.91% less ownership

Funds ownership: 89.41%84.5% (-4.9%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
44
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.01B -$27M -660,759 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.2M +$293K +7,175 +1%
KAM
3
Kensington Asset Management
Texas
$26.1M
Morgan Stanley
4
Morgan Stanley
New York
$21.2M -$7.24M -177,003 -26%
JFG
5
Jefferies Financial Group
New York
$17.5M +$2.65M +64,800 +18%
BCM
6
Boltwood Capital Management
California
$13.3M +$913K +22,342 +7%
UBG
7
United Bank (Georgia)
Georgia
$11.5M +$804K +19,678 +8%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$10.1M +$2.32M +56,848 +30%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.42M -$154K -3,762 -2%
RW
10
REDW Wealth
New Mexico
$9.23M -$1.91M -46,827 -17%
Bank of America
11
Bank of America
North Carolina
$8.41M +$1.14M +27,785 +16%
OPAM
12
Ocean Park Asset Management
California
$5.68M
AWM
13
AE Wealth Management
Kansas
$5.53M -$806K -19,717 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.37M +$137K +3,354 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.06M +$4.04M +98,862 New
HB
16
Horizon Bancorp
Indiana
$4.05M +$375K +9,184 +10%
OMC
17
Old Mission Capital
Illinois
$3.51M +$3.49M +85,266 New
CWM
18
Cedar Wealth Management
California
$3.12M +$109K +2,655 +4%
FTS
19
Fifth Third Securities
Ohio
$2.84M +$880K +21,523 +45%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.72M +$1.87M +45,735 +224%
HIM
21
Hanlon Investment Management
New Jersey
$2.42M +$122K +2,983 +5%
VWA
22
Visionary Wealth Advisors
Illinois
$2.23M +$142K +3,472 +7%
FNWM
23
Financial Network Wealth Management
Utah
$2.2M -$95K -2,325 -4%
LPL Financial
24
LPL Financial
California
$2.16M +$309K +7,556 +17%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.13M +$1.03M +25,214 +94%