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FlexShares Ultra-Short Income Fund

18 hedge funds and large institutions have $10.3M invested in FlexShares Ultra-Short Income Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

2.84% less ownership

Funds ownership: 57.99%55.15% (-2.8%)

46% less capital invested

Capital invested by funds: $19.2M → $10.3M (-$8.91M)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.47M -$7.76M -102,816 -76%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.11M +$347K +4,600 +46%
IFA
3
Interactive Financial Advisors
Illinois
$873K -$14K -186 -2%
Morgan Stanley
4
Morgan Stanley
New York
$831K -$204K -2,696 -20%
Citadel Advisors
5
Citadel Advisors
Florida
$831K +$74.3K +984 +10%
Northern Trust
6
Northern Trust
Illinois
$801K +$1.93M +25,525 +2%
FHC
7
First Heartland Consultants
Missouri
$500K +$5.66K +75 +1%
UBS Group
8
UBS Group
Switzerland
$464K -$213K -2,827 -32%
PAG
9
Private Advisor Group
New Jersey
$436K -$453K -6,000 -51%
LNB
10
Ledyard National Bank
$410K +$410K +5,432 New
VKH
11
Virtu KCG Holdings
New York
$364K +$364K +4,823 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$355K +$121K +1,600 +52%
AFP
13
Ausdal Financial Partners
Iowa
$301K -$269K -3,560 -47%
SB
14
Simmons Bank
Arkansas
$200K +$200K +2,650 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$139K +$32.2K +426 +30%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$91K
Bank of America
17
Bank of America
North Carolina
$78K +$5.13K +68 +7%
Citigroup
18
Citigroup
New York
$3K -$1.06K -14 -24%
CWM
19
Concert Wealth Management
California
-$475K -6,287 Closed
SFS
20
Sowell Financial Services
Arkansas
-$475K -6,287 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$419K -5,543 Closed

RAVI Hedge Fund Activity: Q2 2017 in Review

18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q2 2017, worth a combined $10.3M — down 46% from $19.2M a quarter earlier.

Fund positioning in RAVI was balanced in Q2 2017: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Northern Trust, adding an estimated $1.93M. The largest seller was Jane Street, cutting an estimated $7.76M.

  • 18 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $10.3M of FlexShares Ultra-Short Income Fund stock for Q2 2017, down 46% quarter-over-quarter.
  • 3 funds opened new FlexShares Ultra-Short Income Fund positions in Q2 2017 and 3 closed out, a net change of 0 holders.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q2 2017 was Northern Trust, an estimated $1.93M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q2 2017 was Jane Street, an estimated $7.76M sold.

Based on aggregated 13F filings for Q2 2017.