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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

51 hedge funds and large institutions have $104M invested in FlexShares Ultra-Short Income Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
16
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.22M
2
IFWM
Institute for Wealth Management
Colorado
+$2.27M
3
BCM
Boltwood Capital Management
California
+$1.35M
4
AWM
Apollon Wealth Management
South Carolina
+$1.01M
5
DP
Denver PWM
Colorado
+$994K

Top Sellers

1
Jane Street
Jane Street
New York
-$6.93M
2
CM
Columbus Macro
Pennsylvania
-$4.67M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.08M
4
UBS Group
UBS Group
Switzerland
-$2.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.8M +$3.22M +42,207 +37%
CAN
2
Claraphi Advisory Network
United States
$8.17M +$697K +9,140 +9%
SAM
3
Shone Asset Management
California
$7.46M -$176K -2,306 -2%
LFA
4
Landmark Financial Advisors
Kentucky
$5.77M +$244K +3,198 +4%
CPIG
5
Chicago Partners Investment Group
Illinois
$4.88M -$1.03M -13,511 -17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.85M -$3.08M -40,414 -39%
CL
7
CIM LLC
New York
$4.45M +$182K +2,388 +4%
IFWM
8
Institute for Wealth Management
Colorado
$4.22M +$2.27M +29,823 +117%
NWS
9
Newport Wealth Strategies
California
$4.11M – – –
IPW
10
IronBridge Private Wealth
Texas
$4.06M +$4.06M +53,162 New
Northern Trust
11
Northern Trust
Illinois
$4M -$145K -108,466 -4%
Stifel Financial
12
Stifel Financial
Missouri
$3.56M -$3.05K -40 -0.1%
AF
13
Allworth Financial
California
$3.35M +$174K +2,283 +5%
FNWM
14
Financial Network Wealth Management
Utah
$3.28M +$3.28M +43,025 New
UBS Group
15
UBS Group
Switzerland
$3.24M -$2.09M -27,419 -39%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.5M -$91.3K -1,197 -4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.1M +$40.4K +530 +2%
LPL Financial
18
LPL Financial
California
$1.99M -$686 -9 -0%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$1.69M -$90.1K -1,181 -5%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$1.67M -$1.14M -14,885 -40%
DP
21
Denver PWM
Colorado
$1.61M +$994K +13,028 +161%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.43M -$2.08M -27,247 -59%
BCM
23
Boltwood Capital Management
California
$1.35M +$1.35M +17,750 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.25M -$319K -4,176 -20%
RMAM
25
Raab & Moskowitz Asset Management
New Jersey
$1.23M +$198K +2,599 +19%
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