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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

64 hedge funds and large institutions have $1.05B invested in FlexShares Ultra-Short Income Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
18
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$922M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.6M
3
TA
3
Tactive Advisors
Florida
$5.54M
4
OMC
4
Old Mission Capital
Illinois
$1.54M
5
Jane Street
5
Jane Street
New York
$12.5M

Top Sellers

1
IFA
1
Interactive Financial Advisors
Illinois
$3.81M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$822K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$822K 10,960 -53,091 -83%
LCM
27
Lunt Capital Management
Utah
$765K 10,201 -2,622 -20%
Osaic Holdings
28
Osaic Holdings
Arizona
$727K 9,664 -792 -8%
GT
29
Greenleaf Trust
Michigan
$720K 9,598 -4,384 -31%
RMAM
30
Raab & Moskowitz Asset Management
New Jersey
$707K 9,420 -253 -3%
1W
31
1776 Wealth
Georgia
$620K 8,258 -482 -6%
BPA
32
Beacon Pointe Advisors
California
$516K 6,880 -2,792 -29%
HIM
33
Hanlon Investment Management
New Jersey
$462K 6,163 -8,200 -57%
RPC
34
Rossmore Private Capital
Connecticut
$424K 5,654 – –
IFPG
35
Intrepid Financial Planning Group
Indiana
$424K 5,645 -75 -1%
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$391K 5,210 +2,296 +79%
FWM
37
FFT Wealth Management
Pennsylvania
$378K 5,042 – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$334K 4,452 -1,577 -26%
HighTower Advisors
39
HighTower Advisors
Illinois
$322K 4,289 -284 -6%
FAM
40
Flaharty Asset Management
Florida
$303K 4,040 – –
RTC
41
Riverview Trust Company
Washington
$298K 3,971 – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$290K 3,863 -559 -13%
SDH
43
Sloy Dahl & Holst
Washington
$246K 3,285 – –
MA
44
Mutual Advisors
Nebraska
$244K 3,257 -2 -0.1%
M&T Bank
45
M&T Bank
New York
$219K 2,921 – –
CBFP
46
Cedar Brook Financial Partners
Ohio
$211K 2,808 -400 -12%
Wells Fargo
47
Wells Fargo
California
$105K 1,404 -383 -21%
RCM
48
Richardson Capital Management
Wisconsin
$76.9K 1,025 +1,025 New
FFA
49
Farther Finance Advisors
California
$52.9K 705 – –
HI
50
Harbour Investments
Wisconsin
$52.7K 702 +12 +2%
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