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FlexShares High Yield Value-Scored Bond Index Fund

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: 99103 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$566K -$11.1K -272 -2%
TCA
52
Transcend Capital Advisors
New Jersey
$541K +$547K +13,394 New
Citigroup
53
Citigroup
New York
$524K -$26.6K -652 -5%
LSA
54
L & S Advisors
California
$521K -$14.6K -357 -3%
CW
55
CreativeOne Wealth
Kansas
$512K -$37K -905 -7%
MPIM
56
McGinn Penninger Investment Management
Virginia
$494K +$500K +12,226 New
Stifel Financial
57
Stifel Financial
Missouri
$436K -$20.1K -491 -4%
RIA
58
Regal Investment Advisors
Michigan
$424K -$40.1K -981 -9%
AWA
59
Acorn Wealth Advisors
Michigan
$418K -$19.3K -472 -4%
SC
60
Steph & Co
Wisconsin
$416K -$60.1K -1,470 -12%
IFWM
61
Institute for Wealth Management
Colorado
$412K -$34.7K -848 -8%
KFS
62
Keynote Financial Services
Connecticut
$372K -$11.2K -275 -3%
PS
63
Principal Securities
Iowa
$365K
RW
64
RVW Wealth
California
$348K -$8.38K -205 -2%
AF
65
Allworth Financial
California
$327K -$67.9K -1,662 -17%
FIM
66
Freedom Investment Management
Connecticut
$320K -$116K -2,838 -26%
ACM
67
Absolute Capital Management
Pennsylvania
$293K -$39.2K -959 -12%
CFO
68
CVA Family Office
Colorado
$265K
AWM
69
AE Wealth Management
Kansas
$264K -$10.1M -246,408 -97%
MA
70
Mutual Advisors
Nebraska
$262K -$221K -5,400 -45%
AWA
71
Arete Wealth Advisors
Illinois
$255K +$41.8K +1,024 +19%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$248K -$3.06K -75 -1%
AQR Capital Management
73
AQR Capital Management
Connecticut
$248K
OAM
74
Occidental Asset Management
California
$242K
EWA
75
EP Wealth Advisors
California
$241K -$623K -15,254 -72%

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.