We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund
HYGV

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

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.2% less ownership

Funds ownership: 85.26% → 82.06% (-3.2%)

5% less funds holding

Funds holding: 103 → 98 (-5)

16% less capital invested

Capital invested by funds: $1.2B → $1.01B (-$188M)

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
-5
Holders Change %
-4.85%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
26
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$4.36M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.39M
3
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
+$3.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2M
5
Jane Street
Jane Street
New York
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$145M
2
KAM
Kensington Asset Management
Texas
-$20.9M
3
JFG
Jefferies Financial Group
New York
-$10.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$9.53M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$451K -$79.7K -1,992 -15%
LSA
52
L & S Advisors
California
$435K -$91.7K -2,292 -18%
KCIC
53
Kuhn & Co Investment Counsel
Illinois
$415K -$190K -4,750 -32%
Stifel Financial
54
Stifel Financial
Missouri
$407K -$34.4K -859 -8%
AWA
55
Acorn Wealth Advisors
Michigan
$399K -$24.9K -623 -6%
RW
56
RVW Wealth
California
$365K +$10.9K +273 +3%
AF
57
Allworth Financial
California
$329K -$6.12K -153 -2%
KFS
58
Keynote Financial Services
Connecticut
$322K -$54.4K -1,360 -15%
RCG
59
Rock Creek Group
District of Columbia
$319K +$311K +7,780 New
SWM
60
Spire Wealth Management
Virginia
$281K +$91.7K +2,291 +50%
TA
61
Tactive Advisors
Florida
$261K +$255K +6,368 New
ACM
62
Absolute Capital Management
Pennsylvania
$257K -$40.2K -1,005 -14%
OAM
63
Occidental Asset Management
California
$246K – – –
FIM
64
Freedom Investment Management
Connecticut
$240K -$82.9K -2,071 -26%
KAS
65
Kestra Advisory Services
Texas
$229K +$224K +5,584 New
Creative Planning
66
Creative Planning
Kansas
$206K -$511K -12,760 -72%
WPC
67
Waters Parkerson & Co
Louisiana
$205K – – –
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$205K -$46K -1,150 -19%
ESB
69
Essex Savings Bank
Connecticut
$204K – – –
Renaissance Technologies
70
Renaissance Technologies
New York
$201K +$196K +4,900 New
Goldman Sachs
71
Goldman Sachs
New York
$200K +$195K +4,877 New
SAM
72
Smartleaf Asset Management
Massachusetts
$177K +$173K +4,328 New
EWA
73
EP Wealth Advisors
California
$141K -$101K -2,535 -42%
IA
74
IFP Advisors
Florida
$132K -$4.84K -121 -4%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$124K – – –
1 2
3
4 5

HYGV Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) for Q2 2025, worth a combined $1.01B — down 16% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HYGV and 17 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 26 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.36M. The largest seller was Northern Trust, cutting an estimated $145M.

  • 98 institutional investors held FlexShares High Yield Value-Scored Bond Index Fund (HYGV) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $1.01B of FlexShares High Yield Value-Scored Bond Index Fund stock for Q2 2025, down 16% quarter-over-quarter.
  • 17 funds opened new FlexShares High Yield Value-Scored Bond Index Fund positions in Q2 2025 and 21 closed out, a net change of -4 holders.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund buyer in Q2 2025 was Old Mission Capital, an estimated $4.36M added.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund seller in Q2 2025 was Northern Trust, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2025.