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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

62 hedge funds and large institutions have $853M invested in FlexShares Ultra-Short Income Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$754M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.61M
3
LFA
3
Landmark Financial Advisors
Kentucky
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.12M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$887K

Top Sellers

1
IFA
1
Interactive Financial Advisors
Illinois
$820K
2
BPA
2
Beacon Pointe Advisors
California
$1.57M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.32M
4
UBS Group
4
UBS Group
Switzerland
$191K
5
FNWM
5
Financial Network Wealth Management
Utah
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
RMAM
26
Raab & Moskowitz Asset Management
New Jersey
$775K 10,356 -275 -3%
Jane Street
27
Jane Street
New York
$692K 9,245 +9,245 New
CFG
28
Citizens Financial Group
Rhode Island
$690K 9,228 +9,228 New
1W
29
1776 Wealth
Georgia
$644K 8,613 +3,806 +79%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$613K 8,199 +4,531 +124%
HIM
31
Hanlon Investment Management
New Jersey
$585K 7,815 +1,580 +25%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$545K 7,289 +84 +1%
CAN
33
Cetera Advisor Networks
California
$520K 6,946 +2,872 +70%
RPC
34
Rossmore Private Capital
Connecticut
$497K 6,648 -1,540 -19%
CRI
35
Colonial River Investments
Virginia
$495K 6,622 +6,622 New
IFPG
36
Intrepid Financial Planning Group
Indiana
$445K 5,950 -290 -5%
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$400K 5,349 +5,349 New
FTUS
38
Flow Traders U.S.
New York
$398K 5,326 +5,326 New
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$340K 4,544 +4,544 New
FHA
40
Flagship Harbor Advisors
Massachusetts
$337K 4,500 – –
FAM
41
Flaharty Asset Management
Florida
$302K 4,040 – –
FWA
42
FSM Wealth Advisors
Ohio
$302K 4,032 +4,032 New
FWM
43
FFT Wealth Management
Pennsylvania
$272K 3,632 -1,713 -32%
SDH
44
Sloy Dahl & Holst
Washington
$246K 3,285 – –
MA
45
Mutual Advisors
Nebraska
$242K 3,241 – –
CBFP
46
Cedar Brook Financial Partners
Ohio
$240K 3,208 +3,208 New
UBS Group
47
UBS Group
Switzerland
$191K 2,550 -6,604 -72%
BI
48
Bramshill Investments
Florida
$142K 1,900 +1,900 New
SWM
49
Spire Wealth Management
Virginia
$61.7K 825 +825 New
HI
50
Harbour Investments
Wisconsin
$61K 815 – –
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2
3