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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
SAI
76
Savvy Advisors Inc
New York
$206K +$208K +5,100 New
WPC
77
Waters Parkerson & Co
Louisiana
$202K
ESB
78
Essex Savings Bank
Connecticut
$201K
SWM
79
Spire Wealth Management
Virginia
$184K +$8.38K +205 +5%
IA
80
IFP Advisors
Florida
$134K +$1.43K +35 +1%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$122K
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$106K +$23.8K +582 +28%
CA
83
CoreCap Advisors
Michigan
$95.4K -$27.4K -670 -22%
HI
84
Harbour Investments
Wisconsin
$89.1K +$123 +3 +0.1%
CFB
85
Cullen/Frost Bankers
Texas
$75.7K
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$70.3K +$71.2K +1,742 New
DRP
87
Decker Retirement Planning
Utah
$49.7K
WW
88
Winnow Wealth
Texas
$33K -$786K -19,238 -96%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$29.7K
Wells Fargo
90
Wells Fargo
California
$24.3K -$24.1K -590 -50%
GBT
91
Grove Bank & Trust
Florida
$23K
MA
92
Marquette Associates
Illinois
$19.3K -$11.1K -271 -36%
HBW
93
Hazlett, Burt & Watson
West Virginia
$15K -$229K -5,600 -94%
OP
94
ORG Partners
Indiana
$13.1K
CSC
95
Caldwell Sutter Capital
California
$5.69K
CT
96
Caldwell Trust
Florida
$5.45K +$5.52K +135 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$4.76K -$195K -4,769 -98%
UBS Group
98
UBS Group
Switzerland
$4.28K -$1.19K -29 -21%
NP
99
NorthRock Partners
Minnesota
$3.55K
PA
100
PSI Advisors
Florida
$2.99K -$1.43K -35 -32%

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.