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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

103 hedge funds and large institutions have $1.2B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 99 → 103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.05% less ownership

Funds ownership: 85.31% → 85.26% (-0.05%)

2% less capital invested

Capital invested by funds: $1.23B → $1.2B (-$27.2M)

52% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 48

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
23
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JFG
Jefferies Financial Group
New York
+$10.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$10.3M
3
TI
TrueMark Investments
Illinois
+$5.35M
4
PNC
Park National Corp
Ohio
+$3.82M
5
GHA
Granite Harbor Advisors
Texas
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$28.3M
2
AWM
AE Wealth Management
Kansas
-$10.1M
3
OMC
Old Mission Capital
Illinois
-$5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.72M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
26
Hanlon Investment Management
New Jersey
$2.07M -$247K -6,039 -11%
AWM
27
Axxcess Wealth Management
California
$2.03M +$16.2K +396 +0.8%
DWM
28
Dogwood Wealth Management
Kansas
$1.86M -$132K -3,224 -7%
MLM
29
Mount Lucas Management
Pennsylvania
$1.79M -$21.2K -518 -1%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.74M +$68.9K +1,687 +4%
CWM
31
Cedar Wealth Management
California
$1.24M -$242K -5,915 -16%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.19M -$197K -4,818 -14%
RPC
33
Rossmore Private Capital
Connecticut
$1.17M -$36.8K -900 -3%
TCMP
34
Thrive Capital Management (Pennsylvania)
Pennsylvania
$967K -$834K -20,418 -46%
4WM
35
49 Wealth Management
Texas
$898K +$908K +22,228 New
EWA
36
Etesian Wealth Advisors
Oregon
$875K +$77.2K +1,890 +10%
Corient Private Wealth
37
Corient Private Wealth
Florida
$859K +$869K +21,275 New
HA
38
Herold Advisors
New York
$847K -$103K -2,532 -11%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$824K +$46.1K +1,128 +6%
QCIG
40
Quad-Cities Investment Group
Iowa
$778K +$25.2K +616 +3%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$758K -$512K -12,526 -40%
SWA
42
Stratos Wealth Advisors
Ohio
$745K +$18.4K +450 +3%
Creative Planning
43
Creative Planning
Kansas
$718K +$218K +5,335 +43%
AWS
44
Atria Wealth Solutions
New York
$665K +$14.7K +359 +2%
CPA
45
Clear Point Advisors
New York
$644K +$613 +15 +0.1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$635K +$1.92K +47 +0.3%
ARC
47
Advisor Resource Council
Texas
$631K +$640K +15,655 New
Raymond James Financial
48
Raymond James Financial
Florida
$609K -$246K -6,011 -29%
KCIC
49
Kuhn & Co Investment Counsel
Illinois
$600K +$62.9K +1,539 +12%
ECA
50
Elevated Capital Advisors
Utah
$573K -$82.3K -2,013 -12%
1
2
3 4 5

HYGV Hedge Fund Activity: Q1 2025 in Review

103 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) for Q1 2025, worth a combined $1.2B — down 2.2% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HYGV positions and 10 closed out — a net gain of 5 holders — while 23 added to existing stakes and 48 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $10.4M. The largest seller was Northern Trust, cutting an estimated $28.3M.

  • 103 institutional investors held FlexShares High Yield Value-Scored Bond Index Fund (HYGV) as of Q1 2025, up from 99 in Q4 2024.
  • Funds reported $1.2B of FlexShares High Yield Value-Scored Bond Index Fund stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 15 funds opened new FlexShares High Yield Value-Scored Bond Index Fund positions in Q1 2025 and 10 closed out, a net change of +5 holders.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund buyer in Q1 2025 was Jefferies Financial Group, an estimated $10.4M added.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund seller in Q1 2025 was Northern Trust, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2025.