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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
IA
76
IFP Advisors
Florida
$92.9K -$38.9K -951 -30%
CFO
77
CVA Family Office
Colorado
$91.5K
AWM
78
AE Wealth Management
Kansas
$81.2K -$12.2K -299 -13%
WANY
79
Wealthspire Advisors (New York)
New York
$79.5K +$78.9K +1,929 New
CA
80
CoreCap Advisors
Michigan
$69.2K +$6.75K +165 +11%
DRP
81
Decker Retirement Planning
Utah
$50.7K
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$38.6K +$35K +855 +1,030%
WW
83
Winnow Wealth
Texas
$34.4K +$33.4K +818 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$30.3K -$12.3K -300 -29%
SIS
85
Sound Income Strategies
Florida
$25K +$24.3K +594 +2,970%
GBT
86
Grove Bank & Trust
Florida
$23.4K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$18.5K +$18.4K +449 New
AFWM
88
Abich Financial Wealth Management
Virginia
$15.5K +$15.4K +376 New
MA
89
Marquette Associates
Illinois
$9.23K -$1.15K -28 -11%
CT
90
Caldwell Trust
Florida
$5.56K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$3.84K +$3.8K +93 New
CFD
92
Creative Financial Designs
Indiana
$824
Wells Fargo
93
Wells Fargo
California
$24
OMC
94
Old Mission Capital
Illinois
-$4.47M -108,859 Closed
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
-$2.05M -49,849 Closed
FIM
96
Freedom Investment Management
Connecticut
-$240K -5,847 Closed
Renaissance Technologies
97
Renaissance Technologies
New York
-$201K -4,900 Closed
Goldman Sachs
98
Goldman Sachs
New York
-$200K -4,877 Closed
BA
99
Bristlecone Advisors
Washington
-$80.7K -1,967 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
-$55.5K -1,352 Closed

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.