Institutional Ownership Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV). We have compiled data on the 102 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,394
shares
|
$533,483
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
13,316
shares
|
$530,376
0.46% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
12,989
shares
|
$517,351
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
12,901
shares
|
$513,846
0.08% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,455
shares
|
$496,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
12,226
shares
|
$486,961
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,279
shares
|
$449,242
0.0% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,756
shares
|
$428,411
0.04% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
10,505
shares
|
$418,414
0.03% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
10,343
shares
|
$411,961
0.19% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
10,304
shares
|
$410,408
0.17% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,199
shares
|
$406,226
0.05% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
9,205
shares
|
$366,635
0.27% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,978
shares
|
$357,593
0.01% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
8,614
shares
|
$343,095
0.04% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
8,217
shares
|
$327,283
0.19% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,165
shares
|
$325,211
0.0% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
6,561
shares
|
$261,324
0.04% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,534
shares
|
$260,249
0.01% of portfolio
|
Q1 2025
Reduced 45.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,530
shares
|
$260,089
0.0% of portfolio
|
Q1 2025
Reduced 97.42%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
6,224
shares
|
$247,901
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,142
shares
|
$244,635
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,140
shares
|
$244,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,000
shares
|
$238,980
0.04% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,291
shares
|
$210,740
0.02% of portfolio
|
Q4 2024
Added 1.22%
|