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FlexShares High Yield Value-Scored Bond Index Fund
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Overview Fund Activity

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.

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.35%
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
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$4.06M
2
OMC
2
Old Mission Capital
Illinois
$3.51M
3
JFG
3
Jefferies Financial Group
New York
$17.5M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$10.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.72M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.01B
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RW
5
REDW Wealth
New Mexico
$9.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.01B 24,634,895 -660,759 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.2M 637,831 +7,175 +1%
KAM
3
Kensington Asset Management
Texas
$26.1M 635,400 – –
Morgan Stanley
4
Morgan Stanley
New York
$21.2M 515,567 -177,003 -26%
JFG
5
Jefferies Financial Group
New York
$17.5M 425,000 +64,800 +18%
BCM
6
Boltwood Capital Management
California
$13.3M 322,422 +22,342 +7%
UBG
7
United Bank (Georgia)
Georgia
$11.5M 279,237 +19,678 +8%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$10.1M 245,807 +56,848 +30%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.42M 229,242 -3,762 -2%
RW
10
REDW Wealth
New Mexico
$9.23M 224,565 -46,827 -17%
Bank of America
11
Bank of America
North Carolina
$8.41M 204,601 +27,785 +16%
OPAM
12
Ocean Park Asset Management
California
$5.68M 138,100 – –
AWM
13
AE Wealth Management
Kansas
$5.53M 134,468 -19,717 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.37M 130,662 +3,354 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$4.06M 98,862 +98,862 New
HB
16
Horizon Bancorp
Indiana
$4.05M 98,489 +9,184 +10%
OMC
17
Old Mission Capital
Illinois
$3.51M 85,266 +85,266 New
CWM
18
Cedar Wealth Management
California
$3.12M 75,881 +2,655 +4%
FTS
19
Fifth Third Securities
Ohio
$2.84M 69,166 +21,523 +45%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.72M 66,194 +45,735 +224%
HIM
21
Hanlon Investment Management
New Jersey
$2.42M 58,977 +2,983 +5%
VWA
22
Visionary Wealth Advisors
Illinois
$2.23M 54,245 +3,472 +7%
FNWM
23
Financial Network Wealth Management
Utah
$2.2M 54,260 -2,325 -4%
LPL Financial
24
LPL Financial
California
$2.16M 52,521 +7,556 +17%
Renaissance Technologies
25
Renaissance Technologies
New York
$2.13M 51,914 +25,214 +94%
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