RAVI icon

FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

52 hedge funds and large institutions have $94.3M invested in FlexShares Ultra-Short Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.01M
2
BPA
2
Beacon Pointe Advisors
California
$4.65M
3
SOS
3
Silver Oak Securities
Tennessee
$2.92M
4
IPW
4
IronBridge Private Wealth
Texas
$2.72M
5
Northern Trust
5
Northern Trust
Illinois
$5.58M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.11M
2
CAN
2
Claraphi Advisory Network
United States
$0
3
CP
3
Castleview Partners
Texas
$62K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$775K
5
AF
5
Allworth Financial
California
$9.52M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$602K 8,044 +6 +0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$572K 7,644 -172 -2%
SF
28
Synovus Financial
Georgia
$530K 7,075 -1,601 -18%
FHA
29
Flagship Harbor Advisors
Massachusetts
$527K 7,040 – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$506K 6,764 +436 +7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$494K 6,605 – –
HighTower Advisors
32
HighTower Advisors
Illinois
$467K 6,241 -1,940 -24%
IFA
33
Interactive Financial Advisors
Illinois
$439K 5,707 +13 +0.2%
RFWA
34
RPg Family Wealth Advisory
Massachusetts
$377K 5,038 +1,645 +48%
1W
35
1776 Wealth
Georgia
$367K 4,907 -2,258 -32%
DP
36
Denver PWM
Colorado
$365K 4,882 -2,410 -33%
CA
37
Calton & Associates
Florida
$331K 4,429 +684 +18%
SSWM
38
Sheets Smith Wealth Management
North Carolina
$304K 4,058 -6,999 -63%
FAM
39
Flaharty Asset Management
Florida
$302K 4,040 – –
AWM
40
Axxcess Wealth Management
California
$262K 3,501 +43 +1%
SWM
41
Spire Wealth Management
Virginia
$253K 3,386 -150 -4%
SDH
42
Sloy Dahl & Holst
Washington
$246K 3,285 – –
MML Investors Services
43
MML Investors Services
Massachusetts
$243K 3,243 +3,243 New
SAM
44
Secure Asset Management
Michigan
$207K 2,771 +2,771 New
CP
45
Castleview Partners
Texas
$62K 831 -21,232 -96%
MCC
46
Money Concepts Capital
Florida
$30K 400 +400 New
CAL
47
Capital Analysts LLC
Pennsylvania
$19K 250 – –
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$10K 130 +104 +400%
BWM
49
Baystate Wealth Management
Massachusetts
$8K 108 – –
CB
50
CNB Bank
Pennsylvania
$3K 36 -6 -14%
1
2
3