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FlexShares High Yield Value-Scored Bond Index Fund

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: 22 (0)

3.2% less ownership

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

5% less funds holding

Funds holding: 10398 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$93.2K -$170K -4,259 -65%
CFO
77
CVA Family Office
Colorado
$91.1K -$174K -4,340 -66%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$90K -$17.5K -437 -17%
BA
79
Bristlecone Advisors
Washington
$80.7K +$78.7K +1,967 New
CA
80
CoreCap Advisors
Michigan
$62.1K -$33.9K -848 -36%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$55.5K +$54.1K +1,352 New
DRP
82
Decker Retirement Planning
Utah
$50.5K
JP Morgan Chase
83
JP Morgan Chase
New York
$49.6K +$47.3K +1,181 +4,374%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$42.5K +$12K +300 +41%
WPA
85
West Paces Advisors
Georgia
$30K +$29.2K +730 New
CAWM
86
Capital A Wealth Management
Pennsylvania
$29.5K +$28.9K +723 New
GBT
87
Grove Bank & Trust
Florida
$23.3K
HBW
88
Hazlett, Burt & Watson
West Virginia
$15K
MA
89
Marquette Associates
Illinois
$10.3K -$9.01K -225 -47%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$8.29K +$8.09K +202 New
CT
91
Caldwell Trust
Florida
$5.54K
SIC
92
Salem Investment Counselors
North Carolina
$4.96K +$4.84K +121 New
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$3.4K -$66.4K -1,659 -95%
UBS Group
94
UBS Group
Switzerland
$1.64K -$2.64K -66 -62%
SIS
95
Sound Income Strategies
Florida
$828
CFD
96
Creative Financial Designs
Indiana
$821 +$801 +20 New
FHA
97
First Horizon Advisors
Tennessee
$328 -$1.56K -39 -83%
Wells Fargo
98
Wells Fargo
California
$32 -$24K -600 -100%
KAM
99
Kensington Asset Management
Texas
-$20.9M -518,700 Closed
JFG
100
Jefferies Financial Group
New York
-$10.3M -253,944 Closed

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.