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

92 hedge funds and large institutions have $1.27B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
92
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
44
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.04B
2
OPAM
2
Ocean Park Asset Management
California
$8.08M
3
HB
3
Horizon Bancorp
Indiana
$4.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.6M
5
AWM
5
AE Wealth Management
Kansas
$8.62M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$20M
2
RW
2
REDW Wealth
New Mexico
$6.81M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.35M
4
JFG
4
Jefferies Financial Group
New York
$0
5
VWA
5
Visionary Wealth Advisors
Illinois
$557K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.04B 24,911,099 +501,438 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M 765,024 +5,187 +0.7%
KAM
3
Kensington Asset Management
Texas
$21.3M 518,700 -10,000 -2%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$20M 479,284 -58,016 -11%
Morgan Stanley
5
Morgan Stanley
New York
$19.6M 469,833 +35,902 +8%
BCM
6
Boltwood Capital Management
California
$13M 312,940 +19,381 +7%
UBG
7
United Bank (Georgia)
Georgia
$12.7M 304,947 +17,640 +6%
Bank of America
8
Bank of America
North Carolina
$11.2M 268,849 +21,806 +9%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.54M 228,954 +10,484 +5%
AWM
10
AE Wealth Management
Kansas
$8.62M 206,807 +31,102 +18%
OPAM
11
Ocean Park Asset Management
California
$8.08M 193,900 +55,800 +40%
RW
12
REDW Wealth
New Mexico
$6.81M 163,437 -53,786 -25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.89M 117,388 -11,046 -9%
HB
14
Horizon Bancorp
Indiana
$4.72M 113,271 +38,387 +51%
CWM
15
Cedar Wealth Management
California
$3.76M 90,138 +10,252 +13%
OMC
16
Old Mission Capital
Illinois
$2.95M 70,778 +22,267 +46%
LPL Financial
17
LPL Financial
California
$2.91M 69,851 +12,232 +21%
FUBT
18
First United Bank & Trust
Maryland
$2.61M 62,630 +5,157 +9%
HIM
19
Hanlon Investment Management
New Jersey
$2.44M 58,631 -24 -0%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.35M 56,421 -53,046 -48%
DWM
21
Dogwood Wealth Management
Kansas
$2.27M 54,388 +157 +0.3%
FNWM
22
Financial Network Wealth Management
Utah
$2.23M 53,421 -1,906 -3%
PFP
23
Pinnacle Financial Partners
Tennessee
$2.01M 48,279 -136 -0.3%
AWM
24
Axxcess Wealth Management
California
$1.94M 46,533 +21,693 +87%
Citigroup
25
Citigroup
New York
$1.85M 44,458 -354 -0.8%
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