We are live on ! Find out more
HYGV icon

FlexShares High Yield Value-Scored Bond Index Fund

93 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.01B → $1.01B (-$7.64M)

1.49% less ownership

Funds ownership: 82.06%80.56% (-1.5%)

5% less funds holding

Funds holding: 9893 (-5)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
44
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Steph & Co
Wisconsin
$527K -$25.1K -613 -5%
ECA
52
Elevated Capital Advisors
Utah
$497K -$86.2K -2,109 -15%
IFWM
53
Institute for Wealth Management
Colorado
$458K +$82 +2 +0%
Creative Planning
54
Creative Planning
Kansas
$456K +$246K +6,028 +120%
AWA
55
Acorn Wealth Advisors
Michigan
$434K +$32.8K +803 +8%
LSA
56
L & S Advisors
California
$428K -$9.53K -233 -2%
Citigroup
57
Citigroup
New York
$371K -$81.4K -1,990 -18%
RW
58
RVW Wealth
California
$366K
Stifel Financial
59
Stifel Financial
Missouri
$364K -$44.6K -1,091 -11%
TA
60
Tactive Advisors
Florida
$354K +$91.2K +2,230 +35%
AF
61
Allworth Financial
California
$326K -$3.68K -90 -1%
KFS
62
Keynote Financial Services
Connecticut
$307K -$15.9K -390 -5%
ACM
63
Absolute Capital Management
Pennsylvania
$258K +$123 +3 +0%
OAM
64
Occidental Asset Management
California
$247K
KAS
65
Kestra Advisory Services
Texas
$233K +$3.23K +79 +1%
SWM
66
Spire Wealth Management
Virginia
$232K -$49.8K -1,219 -18%
WPC
67
Waters Parkerson & Co
Louisiana
$206K
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$206K
ESB
69
Essex Savings Bank
Connecticut
$205K
JP Morgan Chase
70
JP Morgan Chase
New York
$199K +$148K +3,631 +301%
ASN
71
Advisory Services Network
Georgia
$157K +$156K +3,815 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$156K +$65.3K +1,598 +73%
KFP
73
Kerr Financial Planning
California
$151K +$152K +3,720 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$124K
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$116K +$107K +2,612 +1,293%

HYGV Hedge Fund Activity: Q3 2025 in Review

93 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) for Q3 2025, worth a combined $1.01B — down 0.75% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HYGV and 9 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 44 added.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $2.9M. The largest seller was Northern Trust, cutting an estimated $28.3M.

  • 93 institutional investors held FlexShares High Yield Value-Scored Bond Index Fund (HYGV) as of Q3 2025, down from 98 in Q2 2025.
  • Funds reported $1.01B of FlexShares High Yield Value-Scored Bond Index Fund stock for Q3 2025, down 0.75% quarter-over-quarter.
  • 9 funds opened new FlexShares High Yield Value-Scored Bond Index Fund positions in Q3 2025 and 11 closed out, a net change of -2 holders.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund buyer in Q3 2025 was Jefferies Financial Group, an estimated $2.9M added.
  • The largest FlexShares High Yield Value-Scored Bond Index Fund seller in Q3 2025 was Northern Trust, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2025.