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

$40.29
-0.11 (-0.27%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$11.02M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.05M
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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
4/25/2024Triumph 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%
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%
2/8/2024First United Bank & Trust22,301$911K0.4%+334.1%0.077%
2/7/2024Mount Lucas Management LP30,259$1.24M0.4%-1.1%0.104%
1/16/2024 Horizon 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%
10/26/2023 Steph & Co.1,200$48K0.0%+47.2%0.004%
10/24/2023First United Bank & Trust5,137$204K0.1%N/A0.018%
10/17/2023Avior Wealth Management LLC620$25K0.0%N/A0.002%
10/12/2023 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%
8/14/2023Mount 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%
7/19/2023 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%
5/15/2023Flow Traders U.S. LLC60,084$2.45M0.1%N/A0.238%
5/8/2023Triumph Capital Management5,005$204K0.1%N/A0.020%
5/1/2023Migdal 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%
2/10/2023CoreCap Advisors LLC2,170$86K0.0%N/A0.009%
2/9/2023Sowell Financial Services LLC17,336$691K0.0%-12.4%0.068%
2/9/2023Advisors Preferred LLC1,692$68K0.0%N/A0.007%
1/23/2023Migdal 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%
11/15/2022Sowell Financial Services LLC19,797$774K0.1%N/A0.089%
11/15/2022Flow Traders U.S. LLC180,888$7.07M0.4%+17.6%0.817%
11/9/2022Ironwood Investment Counsel LLC14,500$566K0.2%-9.4%0.065%
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11/4/2022Rain Capital Management LLC2,135$83K0.1%N/A0.010%
10/31/2022Migdal Insurance & Financial Holdings Ltd.1,715$67K0.0%N/A0.008%
10/27/2022Absolute Capital Management LLC2,622$103K0.1%N/A0.012%
10/13/2022 RVW Wealth LLC28,499$1.11M0.2%-39.5%0.128%
8/17/2022Castleview Partners LLC10,757$247K0.0%+432.8%0.049%
8/13/2022Flow Traders U.S. LLC153,837$6.21M0.3%+328.8%0.696%
8/11/2022CoreCap Advisors LLC7,930$320K0.0%-16.1%0.036%
8/3/2022Baker Avenue Asset Management LP14,005$566K0.0%N/A0.063%
7/13/2022 RVW Wealth LLC47,116$1.90M0.3%-1.8%0.227%
5/11/2022Patriot Financial Group Insurance Agency LLC1,241$57K0.0%+34.7%0.006%
5/9/2022Interactive Financial Advisors37,108$1.72M0.8%+7.5%0.188%
4/29/2022CoreCap Advisors LLC9,449$438K0.0%+93.7%0.048%
4/7/2022 RVW Wealth LLC48,002$2.22M0.3%+0.7%0.257%
2/16/2022Flow Traders U.S. LLC100,013$4.90M0.3%-32.7%0.680%
2/9/2022Sowell Financial Services LLC20,753$1.02M0.1%+13.8%0.143%
2/2/2022Sigma Planning Corp12,721$623K0.0%+57.5%0.089%
1/14/2022 RVW Wealth LLC47,657$2.34M0.3%+8.7%0.353%
1/12/2022IFP Advisors Inc56,202$2.75M0.1%+16.7%0.419%
1/11/2022 RVW Wealth LLC47,657$2M0.2%+8.7%0.356%
11/24/2021Patriot Financial Group Insurance Agency LLC899$45K0.0%+62.0%0.007%
11/15/2021Flow Traders U.S. LLC148,577$7.41M0.3%N/A1.238%
11/9/2021Interactive Financial Advisors30,078$1.50M0.7%+21.0%0.259%
11/4/2021Sowell Financial Services LLC18,242$909K0.1%+8.7%0.157%
10/27/2021Advisors Preferred LLC115,100$5.72M0.8%N/A1.005%
10/7/2021 RVW Wealth LLC43,833$2M0.2%+16.7%0.412%
10/6/2021IFP Advisors Inc48,142$2.40M0.0%+4.9%0.452%
8/13/2021OLD Mission Capital LLC11,549$579K0.0%N/A0.148%
8/13/2021Sigma Planning Corp7,415$372K0.0%+7.9%0.095%
8/6/2021Ironwood Investment Counsel LLC16,000$801K0.2%+113.3%0.208%
8/5/2021Sowell Financial Services LLC16,776$841K0.1%+33.7%0.218%
8/1/2021Interactive Financial Advisors24,860$1.25M0.5%+20.4%0.345%
5/11/2021Interactive Financial Advisors20,643$1.02M0.4%+21.9%0.469%
5/7/2021Sowell Financial Services LLC12,551$623K0.0%+135.5%0.292%
5/6/2021Sigma Planning Corp6,870$340K0.0%+16.0%0.160%
5/3/2021Ironwood Investment Counsel LLC7,500$371K0.1%N/A0.179%
4/30/2021IFP Advisors Inc45,908$2.27M0.0%+15.8%1.093%
4/2/2021 RVW Wealth LLC36,261$2M0.3%+5.7%0.853%
1/25/2021IFP Advisors Inc39,659$1.95M0.1%N/A0.991%
1/21/2021Interactive Financial Advisors16,941$832K0.4%+301.2%0.458%
1/13/2021Sowell Financial Services LLC5,330$262K0.0%+475.0%0.144%
1/11/2021 RVW Wealth LLC34,303$2M0.3%+18.4%0.927%
11/6/2020Hayden Royal LLC7,516$349K0.2%N/A0.183%
10/29/2020Interactive Financial Advisors4,223$196K0.1%N/A0.103%
10/9/2020 RVW Wealth LLC28,960$1.35M0.2%-14.1%0.715%
7/13/2020 RVW Wealth LLC33,714$1.52M0.3%+10.3%0.899%
6/8/2020Hayden Royal LLC7,816$320K0.2%-3.0%0.214%
4/30/2020 Calton & Associates Inc.5,336$219K0.1%-24.2%0.157%
(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, 25 institutional investors and hedge funds held shares of FlexShares High Yield Value-Scored Bond Index Fund. The most heavily invested institutionals were Horizon Bancorp Inc. IN ($4.05M), Fifth Third Securities Inc. ($2.84M), Financial Network Wealth Management LLC ($2.31M), Interactive Financial Advisors ($1.72M), Mount Lucas Management LP ($1.24M), First United Bank & Trust ($911K), and RVW Wealth LLC ($874K).Learn more on HYGV's institutional investors.

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

Of the 24 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: Flow Traders U.S. LLC ($205.10K), Horizon Bancorp Inc. IN ($98.49K), Fifth Third Securities Inc. ($66.50K), Mount Lucas Management LP ($29.72K), First United Bank & Trust ($22.30K), Sowell Financial Services LLC ($19.80K), and Baker Avenue Asset Management LP ($14.01K).

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

Institutional investors have bought a total of 518,333 shares in the last 24 months. This purchase volume represents approximately $21.00M in transactions.

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

The following institutional investors have sold FlexShares High Yield Value-Scored Bond Index Fund stock in the last 24 months: Flow Traders U.S. LLC ($46.39K), RVW Wealth LLC ($27.87K), Sowell Financial Services LLC ($2.46K), Migdal Insurance & Financial Holdings Ltd. ($2.18K), CoreCap Advisors LLC ($1.52K), Ironwood Investment Counsel LLC ($1.50K), and Mount Lucas Management LP ($332.00).

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

Institutional investors have sold a total of 82,244 shares in the last 24 months. This volume of shares sold represents approximately $3.30M in transactions.


This page (NYSEARCA:HYGV) was last updated on 4/26/2024 by MarketBeat.com Staff

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