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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

Overview Fund Activity

92 hedge funds and large institutions have $1.21B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
41
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$21.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.7M
3
Bank of America
3
Bank of America
North Carolina
$9.98M
4
AWM
4
AE Wealth Management
Kansas
$7.1M
5
Jane Street
5
Jane Street
New York
$1.65M

Top Sellers

1
JFG
1
Jefferies Financial Group
New York
$2.02M
2
Northern Trust
2
Northern Trust
Illinois
$986M
3
KAM
3
Kensington Asset Management
Texas
$21.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.5M
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$986M 24,409,661 -225,234 -0.9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$30.7M 759,837 +122,006 +19%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$21.7M 537,300 +291,493 +119%
KAM
4
Kensington Asset Management
Texas
$21.4M 528,700 -106,700 -17%
Morgan Stanley
5
Morgan Stanley
New York
$17.5M 433,931 -81,636 -16%
BCM
6
Boltwood Capital Management
California
$11.9M 293,559 -28,863 -9%
UBG
7
United Bank (Georgia)
Georgia
$11.6M 287,307 +8,070 +3%
Bank of America
8
Bank of America
North Carolina
$9.98M 247,043 +42,442 +21%
MML Investors Services
9
MML Investors Services
Massachusetts
$8.83M 218,470 -10,772 -5%
RW
10
REDW Wealth
New Mexico
$8.78M 217,223 -7,342 -3%
AWM
11
AE Wealth Management
Kansas
$7.1M 175,705 +41,237 +31%
OPAM
12
Ocean Park Asset Management
California
$5.58M 138,100 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.19M 128,434 -2,228 -2%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.42M 109,467 +10,605 +11%
CWM
15
Cedar Wealth Management
California
$3.23M 79,886 +4,005 +5%
HB
16
Horizon Bancorp
Indiana
$3.03M 74,884 -23,605 -24%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.91M 72,100 +20,186 +39%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.74M 67,737 +1,543 +2%
HIM
19
Hanlon Investment Management
New Jersey
$2.37M 58,655 -322 -0.5%
LPL Financial
20
LPL Financial
California
$2.33M 57,619 +5,098 +10%
FUBT
21
First United Bank & Trust
Maryland
$2.32M 57,473 +6,771 +13%
FNWM
22
Financial Network Wealth Management
Utah
$2.24M 55,327 +1,067 +2%
DWM
23
Dogwood Wealth Management
Kansas
$2.19M 54,231 +4,361 +9%
JFG
24
Jefferies Financial Group
New York
$2.02M 50,000 -375,000 -88%
OMC
25
Old Mission Capital
Illinois
$1.96M 48,511 -36,755 -43%
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