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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

55 hedge funds and large institutions have $94.5M invested in FlexShares Ultra-Short Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
19
Reduced
23
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$10.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.03M
3
BCM
3
Boltwood Capital Management
California
$3.3M
4
FTUS
4
Flow Traders U.S.
New York
$2.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.34M

Top Sellers

1
IFWM
1
Institute for Wealth Management
Colorado
$1.14M
2
SWM
2
Spire Wealth Management
Virginia
$208K
3
Citadel Advisors
3
Citadel Advisors
Florida
$761K
4
Morgan Stanley
4
Morgan Stanley
New York
$7.54M
5
Northern Trust
5
Northern Trust
Illinois
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$761K -$608K -7,973 -44%
Truist Financial
27
Truist Financial
North Carolina
$659K +$23.3K +305 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$617K -$14.7K -193 -2%
HighTower Advisors
29
HighTower Advisors
Illinois
$616K -$53.8K -706 -8%
BRWM
30
B. Riley Wealth Management
Tennessee
$518K -$73.1K -960 -12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$513K +$9.68K +127 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$485K -$138K -1,804 -22%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$441K -$18K -236 -4%
IFA
34
Interactive Financial Advisors
Illinois
$433K -$16.8K -221 -4%
FHA
35
Flagship Harbor Advisors
Massachusetts
$414K -$83K -1,090 -17%
CA
36
Calton & Associates
Florida
$405K -$71.2K -935 -15%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$381K +$152K +2,000 +67%
FAM
38
Flaharty Asset Management
Florida
$308K – – –
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$301K +$301K +3,946 New
1W
40
1776 Wealth
Georgia
$271K – – –
SDH
41
Sloy Dahl & Holst
Washington
$250K – – –
SWM
42
Spire Wealth Management
Virginia
$208K -$734K -9,654 -78%
Wells Fargo
43
Wells Fargo
California
$163K -$3.04K -40 -2%
HI
44
Harbour Investments
Wisconsin
$123K -$8.36K -110 -6%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$104K +$104K +1,360 New
SB
46
Strategic Blueprint
Georgia
$99K +$99K +1,300 New
FGAM
47
Financial Gravity Asset Management
Texas
$76K +$76K +5 New
Bank of America
48
Bank of America
North Carolina
$76K +$76K +994 New
CAL
49
Capital Analysts LLC
Pennsylvania
$19K – – –
CB
50
CNB Bank
Pennsylvania
$6K -$217 -3 -3%
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2
3