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FlexShares High Yield Value-Scored Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

5% more capital invested

Capital invested by funds: $1.21B → $1.27B (+$57.4M)

0% more funds holding

Funds holding: 9292 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.68% less ownership

Funds ownership: 87.31%86.63% (-0.68%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.04B +$20.5M +501,438 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.9M +$212K +5,187 +0.7%
KAM
3
Kensington Asset Management
Texas
$21.3M -$410K -10,000 -2%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$20M -$2.38M -58,016 -11%
Morgan Stanley
5
Morgan Stanley
New York
$19.6M +$1.47M +35,902 +8%
BCM
6
Boltwood Capital Management
California
$13M +$794K +19,381 +7%
UBG
7
United Bank (Georgia)
Georgia
$12.7M +$723K +17,640 +6%
Bank of America
8
Bank of America
North Carolina
$11.2M +$893K +21,806 +9%
MML Investors Services
9
MML Investors Services
Massachusetts
$9.54M +$429K +10,484 +5%
AWM
10
AE Wealth Management
Kansas
$8.62M +$1.27M +31,102 +18%
OPAM
11
Ocean Park Asset Management
California
$8.08M +$2.29M +55,800 +40%
RW
12
REDW Wealth
New Mexico
$6.81M -$2.2M -53,786 -25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.89M -$452K -11,046 -9%
HB
14
Horizon Bancorp
Indiana
$4.72M +$1.57M +38,387 +51%
CWM
15
Cedar Wealth Management
California
$3.76M +$420K +10,252 +13%
OMC
16
Old Mission Capital
Illinois
$2.95M +$912K +22,267 +46%
LPL Financial
17
LPL Financial
California
$2.91M +$501K +12,232 +21%
FUBT
18
First United Bank & Trust
Maryland
$2.61M +$211K +5,157 +9%
HIM
19
Hanlon Investment Management
New Jersey
$2.44M -$983 -24 -0%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$2.35M -$2.17M -53,046 -48%
DWM
21
Dogwood Wealth Management
Kansas
$2.27M +$6.43K +157 +0.3%
FNWM
22
Financial Network Wealth Management
Utah
$2.23M -$78.1K -1,906 -3%
PFPT
23
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.01M -$5.57K -136 -0.3%
AWM
24
Axxcess Wealth Management
California
$1.94M +$889K +21,693 +87%
Citigroup
25
Citigroup
New York
$1.85M -$14.5K -354 -0.8%