Who Owns FlexShares High Yield Value-Scored Bond Index Fund (HYGV)?Hedge Fund & Institutional Holders

$39.84-0.12 (-0.29%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.690007900029e+179T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$38.45$39.26$40.06$40.87$41.67Sep 24Jun 25Mar 26

HYGV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+731K+$29.0M
Envestnet Portfolio Solutions, Inc.New Position+372K+$15.0M
HORIZON BANCORP INC /IN/New Position+125K+$5.1M
FIRST UNITED BANK & TRUSTNew Position+105K+$4.3M
Thrive Capital Management, LLCNew Position+95K+$3.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+77K+$3.0M
Granite Harbor Advisors, Inc.New Position+61K+$2.5M
Impact Partnership Wealth, LLCNew Position+44K+$1.8M
Etesian Wealth Advisors, Inc.New Position+31K+$1.2M
REDW Wealth LLCNew Position+28K+$1.2M
Stratos Wealth Advisors, LLCNew Position+23K+$937K
Clear Point Advisors Inc.New Position+19K+$768K
Kuhn & Co Investment CounselNew Position+17K+$697K
TRANSCEND CAPITAL ADVISORS, LLCNew Position+16K+$643K
Quad-Cities Investment Group, LLCNew Position+13K+$547K

HYGV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHERN TRUST CORPDecreased-709K-$786.0B
United BankDecreased-6K-$10.0B
Polar Asset Management Partners Inc.Closed Position-142K-$5.8B
Jefferies Financial Group Inc.Closed Position-71K-$2.9B
JANE STREET GROUP, LLCDecreased-38K-$2.2B
Rock Creek Group, LPClosed Position-52K-$2.1B
OSAIC HOLDINGS, INC.Decreased-14K-$1.9B
CITADEL ADVISORS LLCDecreased-23K-$1.9B
Dogwood Wealth Management LLCDecreased-1K-$1.8B
Cedar Wealth Management, LLCDecreased-580-$1.1B
FLPUTNAM INVESTMENT MANAGEMENT CODecreased-13K-$1.1B
HARBOUR INVESTMENTS, INC.Decreased-2K-$917.1M
Herold Advisors, Inc.Decreased-3K-$845.4M
STEPH & CODecreased-7K-$526.9M
Elevated Capital Advisors, LLCDecreased-1K-$496.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHERN TRUST CORP16,433,387$669.0M0.09%Share
2NORTHERN TRUST CORP1,954,762$79.0M0.01%Share
3ENVESTNET ASSET MANAGEMENT INC731,486$29.0M0.01%Share
4MORGAN STANLEY484,213$19.0M0.00%Share
5Envestnet Portfolio Solutions, Inc.372,030$15.0M0.05%Share
6BANK OF AMERICA CORP /DE/310,913$12.0M0.00%Share
7Boltwood Capital Management293,872$12.0M3.11%Share
8MML INVESTORS SERVICES, LLC262,748$10.0M0.02%Share
9United Bank236,150$9.6M3.26%Share
10Olde Wealth Management, LLC174,362$7.1M2.18%Share
11LPL Financial LLC162,160$6.0M0.00%Share
12HORIZON BANCORP INC /IN/124,791$5.1M2.47%Share
13BANK OF AMERICA CORP /DE/142,687$5.0M0.00%Share
14PARK NATIONAL CORP /OH/106,395$4.3M0.14%Share
15FIRST UNITED BANK & TRUST103,775$4.2M1.35%Share
16Thrive Capital Management, LLC95,178$3.9M0.86%Share
17COMMONWEALTH EQUITY SERVICES, LLC76,654$3.0M0.00%Share
18AXXCESS WEALTH MANAGEMENT, LLC69,096$2.8M0.01%Share
19Granite Harbor Advisors, Inc.60,848$2.5M1.05%Share
20VestGen Investment Management58,765$2.4M1.33%Share
21Mount Lucas Management LP48,685$2.0M0.79%Share
22Impact Partnership Wealth, LLC44,029$1.8M0.23%Share
23Dogwood Wealth Management LLC43,266$1.8M0.78%Share
24Etesian Wealth Advisors, Inc.30,508$1.2M0.39%Share
25REDW Wealth LLC28,397$1.2M0.44%Share
2649 WEALTH MANAGEMENT, LLC27,114$1.1M0.09%Share
27Cedar Wealth Management, LLC26,132$1.1M0.32%Share
28Cetera Investment Advisers26,233$1.0M0.00%Share
29Baird Financial Group, Inc.27,556$1.0M0.00%Share
30OSAIC HOLDINGS, INC.32,088$1.0M0.00%Share
31Stratos Wealth Advisors, LLC23,011$937K0.05%Share
32Regal Investment Advisors LLC21,571$878K0.05%Share
33HARBOUR INVESTMENTS, INC.20,523$835K0.02%Share
34Clear Point Advisors Inc.18,859$768K0.60%Share
35Herold Advisors, Inc.17,585$716K0.16%Share
36Kuhn & Co Investment Counsel17,124$697K0.46%Share
37TRANSCEND CAPITAL ADVISORS, LLC15,796$643K0.05%Share
38Quad-Cities Investment Group, LLC13,431$547K0.23%Share
39Elevated Capital Advisors, LLC10,940$445K0.10%Share
40Acorn Wealth Advisors, LLC10,488$427K0.13%Share
41L & S Advisors Inc10,466$426K0.04%Share
42RVW Wealth, LLC8,509$346K0.03%Share
43Allworth Financial LP7,566$308K0.00%Share
44Tactive Advisors, LLC7,533$306K0.09%Share
45WealthPoint Financial, LLC7,445$303K0.26%Share
46KEYNOTE FINANCIAL SERVICES LLC7,235$294K0.16%Share
47First Heartland Consultants, Inc.7,002$285K0.02%Share
48AlphaCentric Advisors LLC6,882$280K0.28%Share
49WealthPlan Investment Management, LLC6,350$258K0.02%Share
50Institute for Wealth Management, LLC.6,131$249K0.03%Share

HYGV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$926.0M+37
Q3 202560$905.8B-32
Q2 202592$156.5B-9
Q1 2025101$1.2T+18
Q4 202483$12.1T+22
Q3 202461$1145.2T-1
Q2 202462$1065.4T+3
Q1 202459$1115.3T—

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As of Q4 2025, 50 institutional investors hold HYGV (FlexShares High Yield Value-Scored Bond Index Fund). The largest holder is NORTHERN TRUST CORP with $669.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HYGV?

As of Q4 2025, 50 institutional investors report holding HYGV (FlexShares High Yield Value-Scored Bond Index Fund) in their 13F filings.

Who is the largest institutional holder of HYGV?

The largest institutional holder of HYGV is NORTHERN TRUST CORP with $669.0M in shares.

Is institutional ownership of HYGV increasing or decreasing?

This quarter, 15 institutions opened new positions in HYGV and 3 closed their positions.