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FlexShares High Yield Value-Scored Bond Index Fund

101 hedge funds and large institutions have $949M invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

9% more funds holding

Funds holding: 93101 (+8)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.04% more ownership

Funds ownership: 80.56%80.6% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less capital invested

Capital invested by funds: $1.01B → $949M (-$58.4M)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
37
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$749M -$28.9M -708,761 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29.8M +$1.4M +34,359 +5%
Morgan Stanley
3
Morgan Stanley
New York
$19.7M +$1.15M +28,277 +6%
Bank of America
4
Bank of America
North Carolina
$18.6M +$1.08M +26,414 +6%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$15.2M +$78.9K +1,935 +0.5%
BCM
6
Boltwood Capital Management
California
$12M +$361K +8,848 +3%
MML Investors Services
7
MML Investors Services
Massachusetts
$10.7M +$531K +13,022 +5%
UBG
8
United Bank (Georgia)
Georgia
$9.62M -$247K -6,060 -3%
FNWM
9
Financial Network Wealth Management
Utah
$7.1M +$186K +4,559 +3%
LPL Financial
10
LPL Financial
California
$6.61M +$821K +20,134 +14%
PFPG
11
Pinnacle Financial Partners (Georgia)
Georgia
$6.23M +$6.24M +153,018 New
HB
12
Horizon Bancorp
Indiana
$5.08M -$66K -1,617 -1%
PNC
13
Park National Corp
Ohio
$4.33M +$115K +2,823 +3%
FUBT
14
First United Bank & Trust
Maryland
$4.26M +$195K +4,769 +5%
TCMP
15
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.88M +$190K +4,660 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.12M -$1.72M -42,112 -35%
AWM
17
Axxcess Wealth Management
California
$2.81M +$228K +5,583 +9%
GHA
18
Granite Harbor Advisors
Texas
$2.48M
HIM
19
Hanlon Investment Management
New Jersey
$2.39M +$55K +1,349 +2%
MLM
20
Mount Lucas Management
Pennsylvania
$1.98M +$84.8K +2,079 +4%
IPW
21
Impact Partnership Wealth
Georgia
$1.79M +$346K +8,495 +24%
DWM
22
Dogwood Wealth Management
Kansas
$1.76M -$51K -1,250 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.31M -$573K -14,054 -30%
EWA
24
Etesian Wealth Advisors
Oregon
$1.24M -$18.3K -449 -1%
EV
25
EJMK Ventures
Illinois
$1.23M +$1.23M +30,113 New