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 |
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,100
shares
|
$203,133
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,054
shares
|
$201,300
0.0% of portfolio
|
Q4 2024
Reduced 60.14%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$199,150
0.01% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
4,977
shares
|
$198,233
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,565
shares
|
$181,823
0.01% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,326
shares
|
$132,474
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,142
shares
|
$125,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,012
shares
|
$119,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,362
shares
|
$94,078
0.0% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,206
shares
|
$87,864
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,046
shares
|
$81,492
0.0% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,875
shares
|
$74,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
1,231
shares
|
$49,030
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,191
shares
|
$47,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,165
shares
|
$46,401
0.0% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
748
shares
|
$29,792
0.03% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
735
shares
|
$29,275
0.0% of portfolio
|
Q1 2023
Added 142.86%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
569
shares
|
$22,663
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
375
shares
|
$14,936
0.01% of portfolio
|
Q1 2025
Reduced 93.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
326
shares
|
$12,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
141
shares
|
$5,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
135
shares
|
$5,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
88
shares
|
$3,505
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
74
shares
|
$2,947
0.0% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
66
shares
|
$2,628
0.0% of portfolio
|
Q4 2024
New holding
|