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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
Northern Trust
1
Northern Trust
Illinois
$812M -$145M -3,631,905 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.4M -$1.58M -39,509 -5%
Morgan Stanley
3
Morgan Stanley
New York
$17.9M -$2.07M -51,782 -11%
Bank of America
4
Bank of America
North Carolina
$16.1M -$849K -21,202 -5%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$15.8M -$914K -22,835 -6%
BCM
6
Boltwood Capital Management
California
$11.4M -$1.55M -38,723 -12%
MML Investors Services
7
MML Investors Services
Massachusetts
$9.98M -$231K -5,776 -2%
UBG
8
United Bank (Georgia)
Georgia
$9.55M -$3.56M -89,030 -28%
OPAM
9
Ocean Park Asset Management
California
$7.83M
PFPT
10
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.21M +$818K +20,436 +16%
LPL Financial
11
LPL Financial
California
$6.07M +$815K +20,356 +16%
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$5.72M +$3.39M +84,779 +155%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.64M +$93.9K +2,345 +2%
HB
14
Horizon Bancorp
Indiana
$4.49M -$61.2K -1,530 -1%
OMC
15
Old Mission Capital
Illinois
$4.47M +$4.36M +108,859 New
TCMP
16
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.42M +$3.35M +83,725 +349%
FUBT
17
First United Bank & Trust
Maryland
$3.71M -$810K -20,244 -18%
PNC
18
Park National Corp
Ohio
$2.64M -$1.17M -29,208 -31%
GHA
19
Granite Harbor Advisors
Texas
$2.61M
AWM
20
Axxcess Wealth Management
California
$2.19M +$124K +3,093 +6%
RW
21
REDW Wealth
New Mexico
$2.06M -$1.3M -32,488 -39%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.05M +$2M +49,849 New
Jane Street
23
Jane Street
New York
$1.85M +$1.8M +45,059 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.83M +$58.2K +1,453 +3%
MLM
25
Mount Lucas Management
Pennsylvania
$1.83M +$7.72K +193 +0.4%

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.