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FlexShares High Yield Value-Scored Bond Index Fund (HYGV) Institutional Ownership

FlexShares High Yield Value-Scored Bond Index Fund logo
$40.40 -0.14 (-0.35%)
As of 06/13/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for FlexShares High Yield Value-Scored Bond Index Fund (NYSEARCA:HYGV)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$21.86M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$3.79M
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HYGV Institutional Buying and Selling by Quarter

FlexShares High Yield Value-Scored Bond Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 Baird Financial Group Inc.20,394$824K0.0%+5.9%0.063%
5/9/2025 Keynote Financial Services LLC9,205$372K0.3%-2.9%0.028%
5/9/2025 L & S Advisors Inc12,901$521K0.1%-2.7%0.040%
5/6/2025 Mount Lucas Management LP44,371$1.79M0.6%-1.2%0.137%
4/30/2025 49 Wealth Management LLC22,228$898K0.1%N/A0.068%
4/29/2025 Bank of New York Mellon Corp144,869$5.85M0.0%-24.2%0.446%
4/29/2025 Olde Wealth Management LLC102,620$4.14M1.5%+96.8%0.316%
4/24/2025 Transcend Capital Advisors LLC13,394$541K0.0%N/A0.038%
4/23/2025 Steph & Co.10,304$416K0.1%-12.5%0.030%
4/23/2025 Horizon Bancorp Inc. IN110,871$4.48M2.5%-5.1%0.318%
4/15/2025 First United Bank & Trust110,594$4.47M1.7%+42.7%0.317%
4/2/2025 Park National Corp OH93,476$3.78M0.1%N/A0.263%
2/17/2025 Baird Financial Group Inc.19,266$784K0.0%+12.0%0.056%
2/12/2025 OLD Mission Capital LLC122,924$5.00M0.1%+73.7%0.355%
2/11/2025 Financial Network Wealth Management LLC52,141$2.12M0.8%-2.4%0.151%
2/11/2025 Lee Danner & Bass Inc.2,500$102K0.0%N/A0.007%
2/7/2025 Mount Lucas Management LP44,889$1.83M0.6%+3.6%0.130%
2/6/2025 Cullen Frost Bankers Inc.1,875$76K0.0%N/A0.005%
2/4/2025 Bank of New York Mellon Corp191,075$7.77M0.0%N/A0.552%
1/23/2025 RVW Wealth LLC8,819$359K0.0%-52.1%0.025%
1/16/2025 First United Bank & Trust77,525$3.15M1.1%+23.8%0.224%
1/14/2025 Steph & Co.11,774$479K0.2%+6.0%0.034%
1/13/2025 Horizon Bancorp Inc. IN116,864$4.75M2.2%+3.2%0.338%
11/6/2024 Mount Lucas Management LP43,329$1.81M0.6%+4.7%0.125%
11/1/2024 Essex Savings Bank4,977$207K0.1%N/A0.014%
10/24/2024 Horizon Bancorp Inc. IN113,271$4.72M2.2%+51.3%0.327%
10/15/2024 First United Bank & Trust62,630$2.61M0.9%+9.0%0.181%
8/14/2024 Clear Point Advisors Inc.15,326$619K0.5%+15.8%0.044%
8/10/2024 L & S Advisors Inc13,355$540K0.1%-3.5%0.039%
8/6/2024 Mount Lucas Management LP41,399$1.67M0.5%-2.9%0.120%
7/24/2024 Horizon Bancorp Inc. IN74,884$3.03M1.4%-24.0%0.216%
7/17/2024 Trivant Custom Portfolio Group LLC3,500$141K0.1%+40.0%0.010%
7/8/2024 RVW Wealth LLC18,594$751K0.1%-12.5%0.054%
6/13/2024 Keynote Financial Services LLC9,780$402K0.3%N/A0.028%
5/17/2024 Clear Point Advisors Inc.13,240$544K0.4%+2.8%0.038%
5/14/2024 OLD Mission Capital LLC85,266$3.51M0.1%N/A0.246%
4/25/2024 Triumph Capital Management5,660$232K0.1%+4.7%0.016%
4/19/2024 Horizon Bancorp Inc. IN98,489$4.05M1.9%+10.3%0.339%
4/18/2024 Fifth Third Securities Inc.69,166$2.84M0.3%+45.2%0.238%
4/17/2024 Trivant Custom Portfolio Group LLC2,500$103K0.1%N/A0.009%
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4/12/2024 Steph & Co.2,293$94K0.0%+91.1%0.008%
4/8/2024 RVW Wealth LLC21,254$874K0.1%-1.7%0.073%
2/8/2024 First United Bank & Trust22,301$911K0.4%+334.1%0.077%
2/7/2024 Mount Lucas Management LP30,259$1.24M0.4%-1.1%0.104%
1/16/2024 Horizon Bancorp Inc. IN89,305$3.65M1.8%N/A0.307%
1/10/2024 Financial Network Wealth Management LLC56,585$2.31M1.0%+3.2%0.195%
11/7/2023 Advisors Preferred LLC9,584$376K0.1%N/A0.033%
10/26/2023 Steph & Co.1,200$48K0.0%+47.2%0.004%
10/24/2023 First United Bank & Trust5,137$204K0.1%N/A0.018%
10/17/2023 Avior Wealth Management LLC620$25K0.0%N/A0.002%
10/12/2023 RVW Wealth LLC21,854$869K0.1%-3.1%0.075%
10/12/2023 Fifth Third Securities Inc.44,972$1.79M0.2%+9.9%0.155%
10/10/2023Householder Group Estate & Retirement Specialist LLC1,264$50K0.0%N/A0.004%
8/14/2023 Mount Lucas Management LP29,722$1.20M0.4%N/A0.102%
8/9/2023 Flow Traders U.S. LLC13,696$554K0.0%-77.2%0.048%
7/31/2023 Financial Network Wealth Management LLC56,317$2.28M1.1%+4.1%0.197%
7/24/2023 Migdal Insurance & Financial Holdings Ltd.2,175$87K0.0%-50.0%0.008%
7/19/2023 Fifth Third Securities Inc.40,918$1.66M0.2%+20.0%0.143%
7/14/2023 Steph & Co.815$33K0.0%N/A0.003%
7/7/2023 RVW Wealth LLC22,547$912K0.1%-2.8%0.085%
5/15/2023 Flow Traders U.S. LLC60,084$2.45M0.1%N/A0.238%
5/8/2023 Triumph Capital Management5,005$204K0.1%N/A0.020%
5/1/2023 Migdal Insurance & Financial Holdings Ltd.4,350$175K0.0%+100.0%0.017%
4/24/2023 Essex Savings Bank6,000$244K0.1%+4.3%0.024%
4/17/2023 Fifth Third Securities Inc.34,102$1.39M0.2%N/A0.135%
4/12/2023 Private Trust Co. NA677$28K0.0%+184.5%0.003%
4/11/2023 RVW Wealth LLC23,185$944K0.1%-22.3%0.092%
2/10/2023 CoreCap Advisors LLC2,170$86K0.0%N/A0.009%
2/9/2023 Sowell Financial Services LLC17,336$691K0.0%-12.4%0.068%
2/9/2023 Advisors Preferred LLC1,692$68K0.0%N/A0.007%
1/23/2023 Migdal Insurance & Financial Holdings Ltd.2,175$87K0.0%+26.8%0.008%
1/18/2023 Essex Savings Bank5,750$229K0.1%N/A0.023%
1/13/2023 RVW Wealth LLC29,846$1.19M0.2%+4.7%0.118%
11/15/2022 Sowell Financial Services LLC19,797$774K0.1%N/A0.089%
11/15/2022 Flow Traders U.S. LLC180,888$7.07M0.4%+17.6%0.817%
11/9/2022 Ironwood Investment Counsel LLC14,500$566K0.2%-9.4%0.065%
11/4/2022Rain Capital Management LLC2,135$83K0.1%N/A0.010%
10/31/2022 Migdal Insurance & Financial Holdings Ltd.1,715$67K0.0%N/A0.008%
10/27/2022 Absolute Capital Management LLC2,622$103K0.1%N/A0.012%
10/13/2022 RVW Wealth LLC28,499$1.11M0.2%-39.5%0.128%
8/17/2022 Castleview Partners LLC10,757$247K0.0%+432.8%0.049%
8/13/2022 Flow Traders U.S. LLC153,837$6.21M0.3%+328.8%0.696%
8/11/2022 CoreCap Advisors LLC7,930$320K0.0%-16.1%0.036%
8/3/2022 Baker Avenue Asset Management LP14,005$566K0.0%N/A0.063%
7/13/2022 RVW Wealth LLC47,116$1.90M0.3%-1.8%0.227%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,241$57K0.0%+34.7%0.006%
5/9/2022 Interactive Financial Advisors37,108$1.72M0.8%+7.5%0.188%
4/29/2022 CoreCap Advisors LLC9,449$438K0.0%+93.7%0.048%
4/7/2022 RVW Wealth LLC48,002$2.22M0.3%+0.7%0.257%
2/16/2022 Flow Traders U.S. LLC100,013$4.90M0.3%-32.7%0.680%
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2/9/2022 Sowell Financial Services LLC20,753$1.02M0.1%+13.8%0.143%
2/2/2022 Sigma Planning Corp12,721$623K0.0%+57.5%0.089%
1/14/2022 RVW Wealth LLC47,657$2.34M0.3%+8.7%0.353%
1/12/2022 IFP Advisors Inc56,202$2.75M0.1%+16.7%0.419%
1/11/2022 RVW Wealth LLC47,657$2M0.2%+8.7%0.356%
11/24/2021 Patriot Financial Group Insurance Agency LLC899$45K0.0%+62.0%0.007%
11/15/2021 Flow Traders U.S. LLC148,577$7.41M0.3%N/A1.238%
11/9/2021 Interactive Financial Advisors30,078$1.50M0.7%+21.0%0.259%
11/4/2021 Sowell Financial Services LLC18,242$909K0.1%+8.7%0.157%
10/27/2021 Advisors Preferred LLC115,100$5.72M0.8%N/A1.005%
(Data available from 1/1/2016 forward)

HYGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYGV shares?

During the previous two years, 27 institutional investors and hedge funds held shares of FlexShares High Yield Value-Scored Bond Index Fund. The most heavily invested institutionals were Bank of New York Mellon Corp ($5.85M), OLD Mission Capital LLC ($5.00M), Horizon Bancorp Inc. IN ($4.48M), First United Bank & Trust ($4.47M), Olde Wealth Management LLC ($4.14M), Park National Corp OH ($3.78M), and Fifth Third Securities Inc. ($2.84M).Learn more on HYGV's institutional investors.

Which institutional investors have been buying FlexShares High Yield Value-Scored Bond Index Fund stock?

Of the 23 institutional investors that purchased FlexShares High Yield Value-Scored Bond Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($191.08K), Horizon Bancorp Inc. IN ($140.47K), OLD Mission Capital LLC ($137.41K), Park National Corp OH ($93.48K), First United Bank & Trust ($75.42K), Olde Wealth Management LLC ($50.48K), and Mount Lucas Management LP ($33.21K).

How much institutional buying is happening at FlexShares High Yield Value-Scored Bond Index Fund?

Institutional investors have bought a total of 836,431 shares in the last 24 months. This purchase volume represents approximately $34.06M in transactions.

Which FlexShares High Yield Value-Scored Bond Index Fund major shareholders have been selling company stock?

Of the 10 institutional investors that sold FlexShares High Yield Value-Scored Bond Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($46.39K), Bank of New York Mellon Corp ($46.21K), Horizon Bancorp Inc. IN ($29.60K), RVW Wealth LLC ($13.95K), Migdal Insurance & Financial Holdings Ltd. ($2.18K), Mount Lucas Management LP ($2.07K), and Steph & Co. ($1.47K).

How much institutional selling is happening at FlexShares High Yield Value-Scored Bond Index Fund?

Institutional investors have sold a total of 144,253 shares in the last 24 months. This volume of shares sold represents approximately $5.83M in transactions.



This page (NYSEARCA:HYGV) was last updated on 6/15/2025 by MarketBeat.com Staff
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