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FlexShares Ultra-Short Income Fund

53 hedge funds and large institutions have $1B invested in FlexShares Ultra-Short Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LCM
26
Lunt Capital Management
Utah
$464K 6,130
Stifel Financial
27
Stifel Financial
Missouri
$427K 5,647 -1,034 -15%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$426K 5,628 -150 -3%
IFPG
29
Intrepid Financial Planning Group
Indiana
$398K 5,265 -330 -6%
Jane Street
30
Jane Street
New York
$363K 4,800 -100,262 -95%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$347K 4,591 -2,133 -32%
HighTower Advisors
32
HighTower Advisors
Illinois
$329K 4,358 -24 -0.5%
AA
33
Ancora Advisors
Ohio
$311K 4,115 +4,115 New
FAM
34
Flaharty Asset Management
Florida
$306K 4,040
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$265K 3,496 +79 +2%
SDH
36
Sloy Dahl & Holst
Washington
$249K 3,285
SEIA
37
Signature Estate & Investment Advisors
California
$212K 2,808
KFS
38
Keynote Financial Services
Connecticut
$205K 2,714 -900 -25%
Comerica Bank
39
Comerica Bank
Texas
$129K 1,711 +991 +138%
FFA
40
Farther Finance Advisors
California
$53.3K 705
HI
41
Harbour Investments
Wisconsin
$27.1K 358 +358 New
CA
42
CoreCap Advisors
Michigan
$26.6K 352 +32 +10%
PS
43
Principal Securities
Iowa
$22.7K 300 +300 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$22.7K 300 +300 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$19K 250 +250 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$15.9K 210 +183 +678%
QC
47
Quent Capital
New York
$15.7K 207 +207 New
CIA
48
Cape Investment Advisory
Georgia
$6.13K 81 -3 -4%
VCM
49
Versant Capital Management
Arizona
$3.78K 50
UBS Group
50
UBS Group
Switzerland
$3.56K 47 +47 New