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

FlexShares High Yield Value-Scored Bond Index Fund logo
$41.13 -0.06 (-0.15%)
(As of 12/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.99M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.16M
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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
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%
4/25/2024Triumph 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%
2/8/2024 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%
5/8/2023Triumph Capital Management5,005$204K0.1%N/A0.020%
5/1/2023 Migdal Insurance & Financial Holdings Ltd.4,350$175K0.0%+100.0%0.017%
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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%
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%
1/12/2022IFP Advisors Inc56,202$2.75M0.1%+16.7%0.419%
1/11/2022 RVW Wealth LLC47,657$2M0.2%+8.7%0.356%
11/24/2021 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%
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%
8/13/2021 OLD Mission Capital LLC11,549$579K0.0%N/A0.148%
8/13/2021 Sigma Planning Corp7,415$372K0.0%+7.9%0.095%
8/6/2021 Ironwood Investment Counsel LLC16,000$801K0.2%+113.3%0.208%
8/5/2021 Sowell Financial Services LLC16,776$841K0.1%+33.7%0.218%
8/1/2021 Interactive Financial Advisors24,860$1.25M0.5%+20.4%0.345%
5/11/2021 Interactive Financial Advisors20,643$1.02M0.4%+21.9%0.469%
5/7/2021 Sowell Financial Services LLC12,551$623K0.0%+135.5%0.292%
5/6/2021 Sigma Planning Corp6,870$340K0.0%+16.0%0.160%
5/3/2021 Ironwood 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%
Is the Trump/Musk duo good for shares of TSLA? (Ad)

If you held shares of Tesla throughout 2024, you know It’s been a year of extreme highs and lows… But according to our one expert, new yearly highs are on the horizon… In his words, Tesla is building momentum like in 2020, especially as Trump supports the EV maker. Which is why we’re emailing you now… You see, most people will simply buy shares of Tesla ahead of the election… But as they say “There is more than one way to skin a cat” In fact, we’ve found another way to play shares of Tesla.

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1/25/2021IFP Advisors Inc39,659$1.95M0.1%N/A0.991%
1/21/2021 Interactive Financial Advisors16,941$832K0.4%+301.2%0.458%
1/13/2021 Sowell Financial Services LLC5,330$262K0.0%+475.0%0.144%
1/11/2021 RVW Wealth LLC34,303$2M0.3%+18.4%0.927%
(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, 22 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 ($4.72M), OLD Mission Capital LLC ($3.51M), Fifth Third Securities Inc. ($2.84M), First United Bank & Trust ($2.61M), Financial Network Wealth Management LLC ($2.31M), Mount Lucas Management LP ($1.81M), and RVW Wealth LLC ($751K).Learn more on HYGV's institutional investors.

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

Of the 20 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: Horizon Bancorp Inc. IN ($136.88K), OLD Mission Capital LLC ($85.27K), Fifth Third Securities Inc. ($66.50K), Flow Traders U.S. LLC ($60.08K), Mount Lucas Management LP ($31.65K), First United Bank & Trust ($27.46K), and Advisors Preferred LLC ($11.28K).

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

Institutional investors have bought a total of 465,767 shares in the last 24 months. This purchase volume represents approximately $19.04M 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), Horizon Bancorp Inc. IN ($23.61K), RVW Wealth LLC ($11.03K), Sowell Financial Services LLC ($2.46K), Migdal Insurance & Financial Holdings Ltd. ($2.18K), Mount Lucas Management LP ($1.55K), and L & S Advisors Inc ($483.00).

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

Institutional investors have sold a total of 87,691 shares in the last 24 months. This volume of shares sold represents approximately $3.55M in transactions.



This page (NYSEARCA:HYGV) was last updated on 12/18/2024 by MarketBeat.com Staff
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