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FlexShares Ultra-Short Income Fund

51 hedge funds and large institutions have $83.2M invested in FlexShares Ultra-Short Income Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
14
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$668K +$56K +736 +9%
Truist Financial
27
Truist Financial
North Carolina
$635K +$41K +538 +7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$631K -$270K -3,548 -30%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$622K -$63.6K -835 -9%
DP
30
Denver PWM
Colorado
$620K -$995K -13,028 -62%
BRWM
31
B. Riley Wealth Management
Tennessee
$591K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$503K -$747K -9,807 -60%
FHA
33
Flagship Harbor Advisors
Massachusetts
$497K +$497K +6,530 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$477K +$477K +6,268 New
CA
35
Calton & Associates
Florida
$476K -$287K -3,772 -38%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$459K -$25.1K -329 -5%
IFA
37
Interactive Financial Advisors
Illinois
$450K -$144K -1,897 -24%
FAM
38
Flaharty Asset Management
Florida
$308K
1W
39
1776 Wealth
Georgia
$271K +$35K +460 +15%
SDH
40
Sloy Dahl & Holst
Washington
$250K +$250K +3,285 New
SSWM
41
Sheets Smith Wealth Management
North Carolina
$228K
Wells Fargo
42
Wells Fargo
California
$166K +$166K +2,185 New
HI
43
Harbour Investments
Wisconsin
$132K +$132K +1,728 New
CAL
44
Capital Analysts LLC
Pennsylvania
$19K +$19K +250 New
CB
45
CNB Bank
Pennsylvania
$7K -$488 -6 -7%
CWM
46
Cedar Wealth Management
California
$6K
IPW
47
IronBridge Private Wealth
Texas
$5K -$3.85M -53,093 -100%
SFS
48
Sowell Financial Services
Arkansas
$5K -$3.05K -39 -38%
BWM
49
Baystate Wealth Management
Massachusetts
$5K +$2.18K +27 +77%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$3K -$1.67K -20 -36%