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

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.

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.32%
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
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$7.77M
2
Bank of America
2
Bank of America
North Carolina
$14.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.64M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$4.44M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$981M
2
RW
2
REDW Wealth
New Mexico
$4.22M
3
CWM
3
Cedar Wealth Management
California
$1.49M
4
Citigroup
4
Citigroup
New York
$555K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$981M 24,112,814 -798,285 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.5M 846,895 +81,871 +11%
KAM
3
Kensington Asset Management
Texas
$21.1M 518,700 – –
Morgan Stanley
4
Morgan Stanley
New York
$20.3M 498,043 +28,210 +6%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$18.7M 460,788 -18,496 -4%
Bank of America
6
Bank of America
North Carolina
$14.6M 359,838 +90,989 +34%
BCM
7
Boltwood Capital Management
California
$13.1M 323,006 +10,066 +3%
UBG
8
United Bank (Georgia)
Georgia
$13M 318,748 +13,801 +5%
MML Investors Services
9
MML Investors Services
Massachusetts
$10.9M 267,669 +38,715 +17%
AWM
10
AE Wealth Management
Kansas
$10.3M 252,938 +46,131 +22%
OPAM
11
Ocean Park Asset Management
California
$7.89M 193,900 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.77M 191,075 +191,075 New
OMC
13
Old Mission Capital
Illinois
$5M 122,924 +52,146 +74%
HB
14
Horizon Bancorp
Indiana
$4.75M 116,864 +3,593 +3%
Renaissance Technologies
15
Renaissance Technologies
New York
$4.64M 114,100 +75,400 +195%
LPL Financial
16
LPL Financial
California
$4.59M 112,920 +43,069 +62%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.55M 111,751 -5,637 -5%
PFP
18
Pinnacle Financial Partners
Tennessee
$4.44M 109,098 +60,819 +126%
RW
19
REDW Wealth
New Mexico
$4.22M 103,750 -59,687 -37%
FUBT
20
First United Bank & Trust
Maryland
$3.15M 77,525 +14,895 +24%
HIM
21
Hanlon Investment Management
New Jersey
$2.33M 57,248 -1,383 -2%
FNWM
22
Financial Network Wealth Management
Utah
$2.12M 52,141 -1,280 -2%
AWM
23
Axxcess Wealth Management
California
$2.03M 49,833 +3,300 +7%
DWM
24
Dogwood Wealth Management
Kansas
$2.01M 49,350 -5,038 -9%
MLM
25
Mount Lucas Management
Pennsylvania
$1.83M 44,889 +1,560 +4%
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