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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

50 hedge funds and large institutions have $1.07B invested in FlexShares Ultra-Short Income Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
10
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.93M
2
ZIM
2
Zacks Investment Management
Illinois
$1.42M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.33M
4
Citadel Advisors
4
Citadel Advisors
Florida
$917K
5
NP
5
NorthRock Partners
Minnesota
$758K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$982M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.06M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$12.1M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
BCM
5
Boltwood Capital Management
California
$2.78M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$614K 8,139 -2,288 -22%
GWP
27
Gateway Wealth Partners
Wisconsin
$581K 7,696 -6,427 -46%
BPA
28
Beacon Pointe Advisors
California
$519K 6,880 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$507K 6,724 -3,012 -31%
Stifel Financial
30
Stifel Financial
Missouri
$504K 6,681 -5,025 -43%
LCM
31
Lunt Capital Management
Utah
$463K 6,130 -4,071 -40%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$436K 5,778 -1,306 -18%
IFPG
33
Intrepid Financial Planning Group
Indiana
$422K 5,595 -50 -0.9%
HighTower Advisors
34
HighTower Advisors
Illinois
$331K 4,382 +135 +3%
FAM
35
Flaharty Asset Management
Florida
$305K 4,040 – –
KFS
36
Keynote Financial Services
Connecticut
$273K 3,614 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$258K 3,417 -385 -10%
SDH
38
Sloy Dahl & Holst
Washington
$248K 3,285 – –
SEIA
39
Signature Estate & Investment Advisors
California
$212K 2,808 +2,808 New
Comerica Bank
40
Comerica Bank
Texas
$54.3K 720 +103 +17%
FFA
41
Farther Finance Advisors
California
$53K 705 – –
CA
42
CoreCap Advisors
Michigan
$24.2K 320 -76 -19%
CAL
43
Capital Analysts LLC
Pennsylvania
$19K 250 – –
PCM
44
Penserra Capital Management
California
$8K 105 +3 +3%
CIA
45
Cape Investment Advisory
Georgia
$6.34K 84 +18 +27%
VCM
46
Versant Capital Management
Arizona
$3.77K 50 – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.03K 27 -38 -58%
CPG
48
Cornerstone Planning Group
New Jersey
$753 10 +10 New
PA
49
PSI Advisors
Florida
$453 6 +6 New
Wells Fargo
50
Wells Fargo
California
$104 1 -194 -99%
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