Who Owns HYGV?
FlexShares High Yield Value-Scored Bond Index Fund — Institutional Ownership & 13F Holdings
$40.56
+0.03 (+0.06%)
Market Cap
$1.1B
Shares Outstanding
27,411,326
Institutional Holders
101
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+42
Institutional data as of Q1 2025
New Positions
29
Closed Positions
10
Increased
18
Decreased
42
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHERN TRUST CORP | $945.7M | 23,420,537 |
| 2 | Kensington Asset Management, LLC | $20.9M | 518,700 |
| 3 | MORGAN STANLEY | $19.7M | 488,421 |
| 4 | BANK OF AMERICA CORP /DE/ | $16.7M | 414,243 |
| 5 | United Bank | $13.0M | 321,784 |
| 6 | Boltwood Capital ManagementNew | $12.7M | 315,636 |
| 7 | MML INVESTORS SERVICES, LLC | $10.1M | 248,938 |
| 8 | Ocean Park Asset Management, LLC | $7.8M | 193,900 |
| 9 | Bank of New York Mellon Corp | $5.8M | 144,869 |
| 10 | PINNACLE FINANCIAL PARTNERS INC | $5.3M | 130,979 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +54K | $16.7M |
| United Bank | +3K | $13.0M |
| Boltwood Capital ManagementNew | +316K | $12.7M |
| PINNACLE FINANCIAL PARTNERS INC | +22K | $5.3M |
| TrueMark Investments, LLCNew | +131K | $5.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NORTHERN TRUST CORP | -692K | $945.7M |
| AE Wealth Management LLC | -246K | $264K |
| ENVESTNET ASSET MANAGEMENT INC | -116K | $30K |
| Envestnet Portfolio Solutions, Inc. | -54K | $16K |
| Bank of New York Mellon Corp | -46K | $5.8M |
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Frequently Asked Questions
How many institutional investors hold HYGV?
As of Q1 2025, 101 institutional investors report holding HYGV (FlexShares High Yield Value-Scored Bond Index Fund) in their 13F filings.
Which hedge fund owns the most HYGV?
The largest institutional holder of HYGV is NORTHERN TRUST CORP with $945.7M in shares.
Are institutions buying or selling HYGV?
This quarter, 29 institutions opened new positions in HYGV and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.