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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

51 hedge funds and large institutions have $90.9M invested in FlexShares Ultra-Short Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
23
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.17M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.01M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.32M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$504K

Top Sellers

1
CAN
1
Claraphi Advisory Network
United States
$1.79M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$3.98M
4
IFWM
4
Institute for Wealth Management
Colorado
$228K
5
UBS Group
5
UBS Group
Switzerland
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$648K +$130K +1,705 +25%
1W
27
1776 Wealth
Georgia
$620K +$349K +4,586 +129%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$617K +$304 +4 +0%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$609K +$228K +3,000 +60%
HighTower Advisors
30
HighTower Advisors
Illinois
$553K -$63.3K -829 -10%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$504K +$504K +6,612 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$475K -$9.52K -125 -2%
IFA
33
Interactive Financial Advisors
Illinois
$433K +$228 +3 +0.1%
FHA
34
Flagship Harbor Advisors
Massachusetts
$414K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$373K -$67.6K -889 -15%
RFWA
36
RPg Family Wealth Advisory
Massachusetts
$319K +$18.7K +246 +6%
FAM
37
Flaharty Asset Management
Florida
$308K – – –
SWM
38
Spire Wealth Management
Virginia
$288K +$79.9K +1,050 +38%
SDH
39
Sloy Dahl & Holst
Washington
$250K – – –
IFWM
40
Institute for Wealth Management
Colorado
$228K -$912K -11,982 -80%
BI
41
Berkeley Inc
Idaho
$205K +$205K +2,698 New
Wells Fargo
42
Wells Fargo
California
$163K -$76 -1 -0%
HI
43
Harbour Investments
Wisconsin
$123K – – –
FGAM
44
Financial Gravity Asset Management
Texas
$76K – – –
CAL
45
Capital Analysts LLC
Pennsylvania
$19K – – –
BWM
46
Baystate Wealth Management
Massachusetts
$8K +$5.28K +66 +194%
CWM
47
Cedar Wealth Management
California
$6K – – –
IPW
48
IronBridge Private Wealth
Texas
$5K – – –
CB
49
CNB Bank
Pennsylvania
$3K -$2.93K -41 -49%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$3K – – –
1
2
3