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 (Q4 2025). 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, Morgan Stanley, Bank Of America Corp, Mml Investors Services, Llc, and Vestgen Investment Management.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Oakmont Advisory Group, LlcBuy+9,425—9,425$383.94KQ4 2025May 11, 2026
Ejmk Ventures LlcBuy+30,113—30,113$1.23MQ4 2025Mar 03, 2026
Wealthpoint Financial, LlcBuy+7,445—7,445$303.27KQ4 2025Feb 19, 2026
Vestgen Investment ManagementBuy+58,765—58,765$2.39MQ4 2025Feb 18, 2026
Raymond James Financial IncBuy+14,162—14,162$576.89KQ4 2025Feb 18, 2026
Northern Trust CorpBuy+18,388,149—18,388,149$749.04MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+457,775—457,775$18.65MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+32,088—32,088$1.31MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+26,233—26,233$1.07MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+22,940—22,940$934.46KQ4 2025Feb 17, 2026
Regal Investment Advisors LlcBuy+21,571—21,571$878.68KQ4 2025Feb 17, 2026
Herold Advisors, Inc.Buy+17,585—17,585$716.38KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+5,495—5,495$223.84KQ4 2025Feb 17, 2026
National Bank Of CanadaBuy+4,992—4,992$203.27KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+3,358—3,358$136.81KQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+3,117—3,117$126.97KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+1,308—1,308$53.00KQ4 2025Feb 17, 2026
Marquette Associates, Inc.Buy+198—198$8.07KQ4 2025Feb 17, 2026
Fmr LlcBuy+135—135$5.50KQ4 2025Feb 17, 2026
Wealth Watch Advisors, IncBuy+79—79$3.22KQ4 2025Feb 17, 2026
Morgan StanleyBuy+484,214—484,214$19.72MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+262,748—262,748$10.70MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+27,556—27,556$1.12MQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+21,780—21,780$887.21KQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+8,956—8,956$364.80KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+7,738—7,738$315.21KQ4 2025Feb 13, 2026
Keynote Financial Services LlcBuy+7,235—7,235$294.72KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+6,411—6,411$261.16KQ4 2025Feb 13, 2026
Wealthspire Advisors, LlcBuy+5,190—5,190$211.41KQ4 2025Feb 13, 2026
Smartleaf Asset Management LlcBuy+1,907—1,907$77.76KQ4 2025Feb 13, 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.