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FlexShares High Yield Value-Scored Bond Index Fund

98 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

40% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 43

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.47M
2 +$3.48M
3 +$3.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.05M
5
Jane Street
Jane Street
New York
+$1.85M

Top Sellers

1 -$149M
2 -$20.9M
3 -$10.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.77M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$812M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.4M
Morgan Stanley
3
Morgan Stanley
New York
$17.9M
Bank of America
4
Bank of America
North Carolina
$16.1M
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$15.8M
BCM
6
Boltwood Capital Management
California
$11.4M
MML Investors Services
7
MML Investors Services
Massachusetts
$9.98M
UBG
8
United Bank (Georgia)
Georgia
$9.55M
OPAM
9
Ocean Park Asset Management
California
$7.83M
PFP
10
Pinnacle Financial Partners
Tennessee
$6.21M
LPL Financial
11
LPL Financial
California
$6.07M
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$5.72M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.64M
HB
14
Horizon Bancorp
Indiana
$4.49M
OMC
15
Old Mission Capital
Illinois
$4.47M
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.42M
FUBT
17
First United Bank & Trust
Maryland
$3.71M
PNC
18
Park National Corp
Ohio
$2.64M
GHA
19
Granite Harbor Advisors
Texas
$2.61M
AWM
20
Axxcess Wealth Management
California
$2.19M
RW
21
REDW Wealth
New Mexico
$2.06M
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.05M
Jane Street
23
Jane Street
New York
$1.85M
Osaic Holdings
24
Osaic Holdings
Arizona
$1.83M
MLM
25
Mount Lucas Management
Pennsylvania
$1.83M