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FlexShares High Yield Value-Scored Bond Index Fund
HYGV

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: 2 → 2 (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: 98 → 93 (-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
–

Top Buyers

1
JFG
Jefferies Financial Group
New York
+$2.9M
2
OPAM
Ocean Park Asset Management
California
+$2.24M
3
RCG
Rock Creek Group
District of Columbia
+$1.81M
4
PNC
Park National Corp
Ohio
+$1.61M
5
Bank of America
Bank of America
North Carolina
+$1.57M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$28.3M
2
OMC
Old Mission Capital
Illinois
-$4.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.05M
4
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$702K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$787M -$28.3M -691,722 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.7M +$218K +5,330 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$18.8M +$789K +19,298 +4%
Bank of America
4
Bank of America
North Carolina
$17.8M +$1.57M +38,320 +10%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$15.2M -$570K -13,933 -4%
BCM
6
Boltwood Capital Management
California
$11.7M +$332K +8,111 +3%
MML Investors Services
7
MML Investors Services
Massachusetts
$10.3M +$268K +6,564 +3%
OPAM
8
Ocean Park Asset Management
California
$10.3M +$2.24M +54,900 +28%
UBG
9
United Bank (Georgia)
Georgia
$9.98M +$387K +9,456 +4%
FNWM
10
Financial Network Wealth Management
Utah
$6.92M +$6.94M +169,803 New
PFPT
11
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.96M -$279K -6,822 -5%
LPL Financial
12
LPL Financial
California
$5.85M -$243K -5,932 -4%
PAMP
13
Polar Asset Management Partners
Ontario, Canada
$5.85M +$106K +2,600 +2%
HB
14
Horizon Bancorp
Indiana
$5.21M +$698K +17,067 +16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.89M +$228K +5,580 +5%
PNC
16
Park National Corp
Ohio
$4.27M +$1.61M +39,304 +61%
FUBT
17
First United Bank & Trust
Maryland
$4.12M +$390K +9,551 +11%
TCMP
18
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.73M -$702K -17,166 -16%
JFG
19
Jefferies Financial Group
New York
$2.93M +$2.9M +71,003 New
AWM
20
Axxcess Wealth Management
California
$2.62M +$417K +10,191 +19%
GHA
21
Granite Harbor Advisors
Texas
$2.51M -$111K -2,717 -4%
HIM
22
Hanlon Investment Management
New Jersey
$2.37M +$554K +13,555 +31%
Jane Street
23
Jane Street
New York
$2.17M +$310K +7,590 +17%
RCG
24
Rock Creek Group
District of Columbia
$2.14M +$1.81M +44,180 +568%
MLM
25
Mount Lucas Management
Pennsylvania
$1.92M +$83.5K +2,042 +5%
1
2 3 4 5

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.