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

FlexShares High Yield Value-Scored Bond Index Fund logo
$40.15 +0.02 (+0.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares High Yield Value-Scored Bond Index Fund (NYSEARCA:HYGV)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$13.25M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.90M
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HYGV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC2,077$84K0.0%+45.6%0.008%
5/14/2026 Keynote Financial Services LLC6,210$249K0.1%-14.2%0.023%
4/22/2026 Horizon Bancorp Inc. IN129,425$5.19M2.5%+3.7%0.467%
4/21/2026 First United Bank & Trust107,078$4.29M1.4%+2.3%0.382%
4/18/2026 Steph & Co.4,657$187K0.1%-17.7%0.017%
4/16/2026 Park National Corp OH72,643$2.91M0.1%-31.7%0.260%
2/12/2026 Olde Wealth Management LLC174,362$7.10M2.2%+2.7%0.604%
2/11/2026 Horizon Bancorp Inc. IN124,791$5.08M2.5%-1.3%0.433%
2/4/2026 49 Wealth Management LLC27,114$1.10M0.1%+20.7%0.094%
1/23/2026 Steph & Co.5,660$231K0.1%-55.8%0.019%
1/23/2026 Transcend Capital Advisors LLC15,796$643K0.0%+4.4%0.054%
1/21/2026 First United Bank & Trust104,670$4.26M1.4%+4.8%0.359%
1/13/2026 CoreCap Advisors LLC1,409$57K0.0%-16.1%0.005%
1/12/2026 RVW Wealth LLC8,509$347K0.0%-4.3%0.030%
1/5/2026 Park National Corp OH106,395$4.33M0.1%+2.7%0.368%
1/1/2026 JPMorgan Chase & Co.4,839$199K0.0%+300.6%0.016%
12/2/2025 IFP Advisors Inc2,254$93K0.0%-29.7%0.008%
11/25/2025 KERR FINANCIAL PLANNING Corp3,720$151K0.2%N/A0.012%
11/14/2025 Olde Wealth Management LLC169,803$6.92M2.1%N/A0.566%
11/13/2025 BNP Paribas Financial Markets2,814$116K0.0%+1,293.1%0.009%
11/12/2025 Rock Creek Group LP51,960$2.14M0.2%+567.9%0.173%
11/10/2025 Mount Lucas Management LP46,606$1.92M0.8%+4.6%0.155%
11/7/2025 JPMorgan Chase & Co.4,839$199K0.0%+300.6%0.016%
11/4/2025 Winnow Wealth LLC818$34K0.0%N/A0.003%
10/31/2025 Keynote Financial Services LLC7,455$307K0.2%-5.0%0.025%
10/29/2025 Horizon Bancorp Inc. IN126,408$5.21M2.5%+15.6%0.421%
10/27/2025 First United Bank & Trust99,901$4.12M1.3%+10.6%0.333%
10/10/2025 Sound Income Strategies LLC614$25K0.0%+2,970.0%0.002%
10/6/2025 Steph & Co.12,795$527K0.2%-4.6%0.043%
10/1/2025 Park National Corp OH103,572$4.27M0.1%+61.2%0.340%
8/13/2025 Baird Financial Group Inc.22,851$938K0.0%+12.0%0.075%
8/12/2025 Rock Creek Group LP7,780$319K0.0%N/A0.026%
8/12/2025 JPMorgan Chase & Co.1,208$50K0.0%+4,374.1%0.004%
8/8/2025 L & S Advisors Inc10,609$435K0.0%-17.8%0.035%
8/7/2025 Keynote Financial Services LLC7,845$322K0.2%-14.8%0.026%
8/7/2025 49 Wealth Management LLC22,663$930K0.1%+2.0%0.075%
8/1/2025 Transcend Capital Advisors LLC14,985$615K0.0%+11.9%0.050%
7/24/2025 Horizon Bancorp Inc. IN109,341$4.49M2.3%-1.4%0.361%
7/18/2025 First United Bank & Trust90,350$3.71M1.3%-18.3%0.299%
7/16/2025 Steph & Co.13,408$550K0.2%+30.1%0.044%
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7/15/2025 RVW Wealth LLC8,887$365K0.0%+3.2%0.029%
7/1/2025 Park National Corp OH64,268$2.64M0.1%-31.2%0.212%
5/15/2025Baird Financial Group Inc.20,394$824K0.0%+5.9%0.063%
5/9/2025Keynote Financial Services LLC9,205$372K0.3%-2.9%0.028%
5/9/2025L & S Advisors Inc12,901$521K0.1%-2.7%0.040%
5/6/2025Mount Lucas Management LP44,371$1.79M0.6%-1.2%0.137%
4/30/202549 Wealth Management LLC22,228$898K0.1%N/A0.068%
4/29/2025Bank of New York Mellon Corp144,869$5.85M0.0%-24.2%0.446%
4/29/2025Olde Wealth Management LLC102,620$4.14M1.5%+96.8%0.316%
4/24/2025Transcend Capital Advisors LLC13,394$541K0.0%N/A0.038%
4/23/2025Steph & Co.10,304$416K0.1%-12.5%0.030%
4/23/2025Horizon Bancorp Inc. IN110,871$4.48M2.5%-5.1%0.318%
4/15/2025First United Bank & Trust110,594$4.47M1.7%+42.7%0.317%
4/2/2025Park National Corp OH93,476$3.78M0.1%N/A0.263%
2/17/2025Baird Financial Group Inc.19,266$784K0.0%+12.0%0.056%
2/12/2025OLD Mission Capital LLC122,924$5.00M0.1%+73.7%0.355%
2/11/2025Financial Network Wealth Management LLC52,141$2.12M0.8%-2.4%0.151%
2/11/2025Lee Danner & Bass Inc.2,500$102K0.0%N/A0.007%
2/7/2025Mount Lucas Management LP44,889$1.83M0.6%+3.6%0.130%
2/6/2025Cullen Frost Bankers Inc.1,875$76K0.0%N/A0.005%
2/4/2025Bank of New York Mellon Corp191,075$7.77M0.0%N/A0.552%
1/23/2025RVW Wealth LLC8,819$359K0.0%-52.1%0.025%
1/16/2025First United Bank & Trust77,525$3.15M1.1%+23.8%0.224%
1/14/2025Steph & Co.11,774$479K0.2%+6.0%0.034%
1/13/2025Horizon Bancorp Inc. IN116,864$4.75M2.2%+3.2%0.338%
11/6/2024Mount Lucas Management LP43,329$1.81M0.6%+4.7%0.125%
11/1/2024Essex Savings Bank4,977$207K0.1%N/A0.014%
10/24/2024Horizon Bancorp Inc. IN113,271$4.72M2.2%+51.3%0.327%
10/15/2024First United Bank & Trust62,630$2.61M0.9%+9.0%0.181%
8/14/2024Clear Point Advisors Inc.15,326$619K0.5%+15.8%0.044%
8/10/2024L & S Advisors Inc13,355$540K0.1%-3.5%0.039%
8/6/2024Mount Lucas Management LP41,399$1.67M0.5%-2.9%0.120%
7/24/2024Horizon Bancorp Inc. IN74,884$3.03M1.4%-24.0%0.216%
7/17/2024Trivant Custom Portfolio Group LLC3,500$141K0.1%+40.0%0.010%
7/8/2024RVW Wealth LLC18,594$751K0.1%-12.5%0.054%
6/13/2024Keynote Financial Services LLC9,780$402K0.3%N/A0.028%
5/17/2024Clear Point Advisors Inc.13,240$544K0.4%+2.8%0.038%
5/14/2024OLD Mission Capital LLC85,266$3.51M0.1%N/A0.246%
4/25/2024Triumph Capital Management5,660$232K0.1%+4.7%0.016%
4/19/2024Horizon Bancorp Inc. IN98,489$4.05M1.9%+10.3%0.339%
4/18/2024Fifth Third Securities Inc.69,166$2.84M0.3%+45.2%0.238%
4/17/2024Trivant Custom Portfolio Group LLC2,500$103K0.1%N/A0.009%
4/12/2024Steph & Co.2,293$94K0.0%+91.1%0.008%
4/8/2024RVW Wealth LLC21,254$874K0.1%-1.7%0.073%
2/8/2024First United Bank & Trust22,301$911K0.4%+334.1%0.077%
2/7/2024Mount Lucas Management LP30,259$1.24M0.4%-1.1%0.104%
1/16/2024Horizon Bancorp Inc. IN89,305$3.65M1.8%N/A0.307%
1/10/2024Financial Network Wealth Management LLC56,585$2.31M1.0%+3.2%0.195%
11/7/2023Advisors Preferred LLC9,584$376K0.1%N/A0.033%
10/26/2023Steph & Co.1,200$48K0.0%+47.2%0.004%
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10/24/2023First United Bank & Trust5,137$204K0.1%N/A0.018%
10/17/2023Avior Wealth Management LLC620$25K0.0%N/A0.002%
10/12/2023RVW Wealth LLC21,854$869K0.1%-3.1%0.075%
10/12/2023Fifth 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%
8/14/2023Mount Lucas Management LP29,722$1.20M0.4%N/A0.102%
8/9/2023Flow Traders U.S. LLC13,696$554K0.0%-77.2%0.048%
7/31/2023Financial Network Wealth Management LLC56,317$2.28M1.1%+4.1%0.197%
7/24/2023Migdal Insurance & Financial Holdings Ltd.2,175$87K0.0%-50.0%0.008%
7/19/2023Fifth Third Securities Inc.40,918$1.66M0.2%+20.0%0.143%


HYGV Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of FlexShares High Yield Value-Scored Bond Index Fund. The most heavily invested institutionals were Olde Wealth Management LLC ($7.10M), Bank of New York Mellon Corp ($5.85M), Horizon Bancorp Inc. IN ($5.19M), OLD Mission Capital LLC ($5.00M), First United Bank & Trust ($4.29M), Park National Corp OH ($2.91M), and Rock Creek Group LP ($2.14M).Learn more on FlexShares High Yield Value-Scored Bond Index Fund's institutional investors.

Of the 22 institutional investors that purchased FlexShares High Yield Value-Scored Bond Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Olde Wealth Management LLC ($224.84K), Bank of New York Mellon Corp ($191.08K), Park National Corp OH ($135.60K), First United Bank & Trust ($69.85K), Horizon Bancorp Inc. IN ($63.68K), OLD Mission Capital LLC ($52.15K), and Rock Creek Group LP ($51.96K).

Institutional investors have bought a total of 322,108 shares in the last 24 months. This purchase volume represents approximately $13.25M in transactions.

The following institutional investors have sold FlexShares High Yield Value-Scored Bond Index Fund stock in the last 24 months: Park National Corp OH ($33.75K), Steph & Co. ($8.75K), Horizon Bancorp Inc. IN ($1.62K), Keynote Financial Services LLC ($1.42K), IFP Advisors Inc ($951.00), RVW Wealth LLC ($378.00), and CoreCap Advisors LLC ($270.00).

Institutional investors have sold a total of 47,134 shares in the last 24 months. This volume of shares sold represents approximately $1.90M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HYGV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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