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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

42 hedge funds and large institutions have $51M invested in FlexShares Ultra-Short Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
18
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$2.92M
2
Jane Street
Jane Street
New York
+$2.18M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.33M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.02M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.71M
2
FF
Fluent Financial
Texas
-$1.36M
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$582K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$470K
5
CA
Calton & Associates
Florida
-$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$5.93M +$2.18M +28,789 +58%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.37M +$1.33M +17,561 +44%
Morgan Stanley
3
Morgan Stanley
New York
$3.34M +$1.27M +16,840 +62%
AF
4
Allworth Financial
California
$2.92M +$2.92M +38,514 New
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.9M -$582K -7,687 -17%
CAN
6
Claraphi Advisory Network
United States
$2.68M +$791K +10,448 +42%
Northern Trust
7
Northern Trust
Illinois
$2.56M +$344K +289,971 +16%
CAN
8
Cetera Advisor Networks
California
$2.39M +$247K +3,254 +12%
Citadel Advisors
9
Citadel Advisors
Florida
$2.3M +$164K +2,167 +8%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.96M -$250K -3,300 -11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.74M -$20.4K -269 -1%
FHC
12
First Heartland Consultants
Missouri
$1.31M -$22K -290 -2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.22M +$1.02M +13,526 +532%
NWS
14
Newport Wealth Strategies
California
$1.22M -$19.2K -254 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.12M -$470K -6,203 -30%
SAM
16
SignalPoint Asset Management
Missouri
$1.1M -$18.2K -241 -2%
IA
17
IFP Advisors
Florida
$1.07M -$908 -12 -0.1%
LPL Financial
18
LPL Financial
California
$939K +$622K +8,220 +196%
Stifel Financial
19
Stifel Financial
Missouri
$924K +$182K +2,400 +24%
RMAM
20
Raab & Moskowitz Asset Management
New Jersey
$873K +$234K +3,091 +37%
FTUS
21
Flow Traders U.S.
New York
$837K +$837K +11,059 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$700K +$60.7K +802 +9%
IFA
23
Interactive Financial Advisors
Illinois
$596K +$2.95K +39 +0.5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$574K +$90.8K +1,198 +19%
BRWM
25
B. Riley Wealth Management
Tennessee
$560K +$123K +1,630 +28%
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