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FlexShares High Yield Value-Scored Bond Index Fund

99 hedge funds and large institutions have $1.23B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

8% more funds holding

Funds holding: 9299 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $1.27B → $1.23B (-$36.9M)

1.32% less ownership

Funds ownership: 86.63%85.31% (-1.3%)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
42
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$981M -$32.8M -798,285 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.5M +$3.37M +81,871 +11%
KAM
3
Kensington Asset Management
Texas
$21.1M
Morgan Stanley
4
Morgan Stanley
New York
$20.3M +$1.16M +28,210 +6%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$18.7M -$761K -18,496 -4%
Bank of America
6
Bank of America
North Carolina
$14.6M +$3.74M +90,989 +34%
BCM
7
Boltwood Capital Management
California
$13.1M +$414K +10,066 +3%
UBG
8
United Bank (Georgia)
Georgia
$13M +$568K +13,801 +5%
MML Investors Services
9
MML Investors Services
Massachusetts
$10.9M +$1.59M +38,715 +17%
AWM
10
AE Wealth Management
Kansas
$10.3M +$1.9M +46,131 +22%
OPAM
11
Ocean Park Asset Management
California
$7.89M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.77M +$7.86M +191,075 New
OMC
13
Old Mission Capital
Illinois
$5M +$2.15M +52,146 +74%
HB
14
Horizon Bancorp
Indiana
$4.75M +$148K +3,593 +3%
Renaissance Technologies
15
Renaissance Technologies
New York
$4.64M +$3.1M +75,400 +195%
LPL Financial
16
LPL Financial
California
$4.59M +$1.77M +43,069 +62%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.55M -$232K -5,637 -5%
PFPT
18
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.44M +$2.5M +60,819 +126%
RW
19
REDW Wealth
New Mexico
$4.22M -$2.46M -59,687 -37%
FUBT
20
First United Bank & Trust
Maryland
$3.15M +$613K +14,895 +24%
HIM
21
Hanlon Investment Management
New Jersey
$2.33M -$56.9K -1,383 -2%
FNWM
22
Financial Network Wealth Management
Utah
$2.12M -$52.7K -1,280 -2%
AWM
23
Axxcess Wealth Management
California
$2.03M +$136K +3,300 +7%
DWM
24
Dogwood Wealth Management
Kansas
$2.01M -$207K -5,038 -9%
MLM
25
Mount Lucas Management
Pennsylvania
$1.83M +$64.2K +1,560 +4%