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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

59 hedge funds and large institutions have $1.09B invested in FlexShares Ultra-Short Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$10.1M
3
IFA
3
Interactive Financial Advisors
Illinois
$1.47M
4
XPN
4
XY Planning Network
Montana
$452K
5
OMC
5
Old Mission Capital
Illinois
$333K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$756K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$10.5M
4
IFPG
4
Intrepid Financial Planning Group
Indiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$409K 5,420 -1,821 -25%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$390K 5,193 -435 -8%
OMC
28
Old Mission Capital
Illinois
$333K 4,430 +4,430 New
HighTower Advisors
29
HighTower Advisors
Illinois
$328K 4,359 +1 +0%
LCM
30
Lunt Capital Management
Utah
$310K 4,130 -2,000 -33%
FAM
31
Flaharty Asset Management
Florida
$304K 4,040 – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$268K 3,562 -1,029 -22%
TI
33
TrueMark Investments
Illinois
$264K 3,513 +3,513 New
IWA
34
Inspirion Wealth Advisors
Illinois
$249K 3,304 +3,304 New
SDH
35
Sloy Dahl & Holst
Washington
$247K 3,285 – –
KWM
36
Kingsview Wealth Management
Oregon
$244K 3,247 +3,247 New
PA
37
Pinnacle Associates
New York
$224K 2,983 +2,983 New
KFS
38
Keynote Financial Services
Connecticut
$224K 2,979 +265 +10%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$212K 2,818 -678 -19%
SEIA
40
Signature Estate & Investment Advisors
California
$211K 2,808 – –
AA
41
Ancora Advisors
Ohio
$208K 2,765 -1,350 -33%
Comerica Bank
42
Comerica Bank
Texas
$129K 1,711 – –
OA
43
Operose Advisors
Wisconsin
$59.5K 792 +792 New
Bank of America
44
Bank of America
North Carolina
$52.6K 700 +700 New
MCM
45
MAI Capital Management
Ohio
$44.4K 590 +590 New
PS
46
Principal Securities
Iowa
$33.8K 450 +150 +50%
CA
47
CoreCap Advisors
Michigan
$30.7K 408 +56 +16%
HI
48
Harbour Investments
Wisconsin
$26.9K 358 – –
AIM
49
Arcadia Investment Management
Michigan
$25.1K 334 +334 New
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$22.9K 305 +5 +2%
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