FLEXSHARES HIGH YIELD VALUE (HYGV) Institutional Ownership Changes & 13F Activity

FLEXSHARES HIGH YIELD VALUE (HYGV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Northern Trust Corp, Jefferies Financial Group Inc., Citadel Advisors Llc, Jane Street Group, Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+40,68040,680$1.64MQ2 2026Sep 02, 2026
Jefferies Financial Group Inc.Buy+281,934+414.2%350,000$14.09MQ2 2026Aug 17, 2026
Jane Street Group, LlcBuy+35,107+152.2%58,170$2.34MQ2 2026Aug 14, 2026
Bank Of America CorpSell-34,248-6.6%480,989$19.36MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+16,777+10.0%184,892$7.44MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,688+66.6%24,239$975.87KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-7,660-100.0%0$6.00Q2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,115+3.6%32,144$1.29MQ2 2026Aug 14, 2026
&PartnersBuy+437+7.3%6,385$257.04KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+425+31.3%1,783$72.00KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+350+3.3%10,830$436.00KQ2 2026Aug 14, 2026
Marquette Associates, Inc.Buy+145145$5.84KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-90-1.3%6,925$278.44KQ2 2026Aug 14, 2026
Northern Trust CorpSell-431,892-2.5%16,668,771$671.08MQ2 2026Aug 13, 2026
Olde Wealth Management, LlcBuy+14,120+7.6%200,799$8.08MQ2 2026Aug 13, 2026
Morgan StanleyBuy+13,668+2.2%628,188$25.29MQ2 2026Aug 13, 2026
Mariner, LlcBuy+9,4479,447$380.32KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+3,378+12.9%29,609$1.19MQ2 2026Aug 13, 2026
Ankerstar Wealth, LlcSell-370-34.9%690$27.80KQ2 2026Aug 13, 2026
Cambient Family Office, LlcBuy+247247$9.94KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+65+1.9%3,460$139.30KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsSell-22-66.7%11$443.00Q2 2026Aug 13, 2026
Trb Wealth Management, LlcBuy+6,035+8.6%76,590$3.08MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+2,813+11.2%27,833$1.12MQ2 2026Aug 12, 2026
Bank Of MontrealBuy+1,434+179.9%2,231$89.82KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+1,134+3.9%29,970$1.21MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-192-2.1%8,821$355.12KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+5757$2.30KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+31+1.4%2,171$87.40KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+9+0.1%7,344$295.69KQ2 2026Aug 12, 2026
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Frequently asked questions about HYGV activity

  • Which institutional owners are buying HYGV?

    Institutional owners buying HYGV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HYGV activity?

    "Buy" means an investor increased their reported position in HYGV compared to the prior reporting period. This reflects growing exposure to FLEXSHARES HIGH YIELD VALUE (HYGV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HYGV increasing?

    Institutional interest in HYGV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.