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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

44 hedge funds and large institutions have $79.9M invested in FlexShares Ultra-Short Income Fund in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
15
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$13.8M
2
SAM
2
Shone Asset Management
California
$7.54M
3
FAAS
3
First Allied Advisory Services
California
$6.71M
4
CM
4
Columbus Macro
Pennsylvania
$6.32M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.57M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.82M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FHC
3
First Heartland Consultants
Missouri
$0
4
IA
4
IFP Advisors
Florida
$0
5
AF
5
Allworth Financial
California
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$607K 8,179 -6,383 -44%
IFA
27
Interactive Financial Advisors
Illinois
$584K 7,872 -1 -0%
UBS Group
28
UBS Group
Switzerland
$510K 6,876 -319 -4%
1W
29
1776 Wealth
Georgia
$463K 6,200 +3,100 +100%
CA
30
Calton & Associates
Florida
$437K 5,892 -1,391 -19%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$381K 5,137 +323 +7%
Truist Financial
32
Truist Financial
North Carolina
$376K 5,067 -1,495 -23%
FAM
33
Flaharty Asset Management
Florida
$299K 4,040 – –
SF
34
Synovus Financial
Georgia
$292K 3,930 +3,930 New
FA
35
FDx Advisors
Illinois
$272K 3,664 +3,664 New
Neuberger Berman Group
36
Neuberger Berman Group
New York
$234K 3,154 – –
LFG
37
LifePlan Financial Group
Ohio
$76K 1,025 – –
CB
38
CNB Bank
Pennsylvania
$58K 781 -234 -23%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$56.2K 758 +758 New
Bank of America
40
Bank of America
North Carolina
$33K 436 +301 +223%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$15K 207 +207 New
CWM
42
Cedar Wealth Management
California
$5K 72 -4,375 -98%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$1K 20 +20 New
Citadel Advisors
44
Citadel Advisors
Florida
– – -30,331 Closed
FHC
45
First Heartland Consultants
Missouri
– – -17,257 Closed
IA
46
IFP Advisors
Florida
– – -14,081 Closed
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
– – -7,577 Closed
BRWM
48
B. Riley Wealth Management
Tennessee
– – -7,395 Closed
TI
49
Tidal Investments
Wisconsin
– – -5,438 Closed
FF
50
Fluent Financial
Texas
– – -3,168 Closed
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