RAVI icon

FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

55 hedge funds and large institutions have $94.5M invested in FlexShares Ultra-Short Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
19
Reduced
23
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$10.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.03M
3
BCM
3
Boltwood Capital Management
California
$3.3M
4
FTUS
4
Flow Traders U.S.
New York
$2.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.34M

Top Sellers

1
IFWM
1
Institute for Wealth Management
Colorado
$1.14M
2
SWM
2
Spire Wealth Management
Virginia
$208K
3
Citadel Advisors
3
Citadel Advisors
Florida
$761K
4
Morgan Stanley
4
Morgan Stanley
New York
$7.54M
5
Northern Trust
5
Northern Trust
Illinois
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$10.9M 143,666 +102,593 +250%
Morgan Stanley
2
Morgan Stanley
New York
$7.54M 98,984 -5,524 -5%
CAN
3
Claraphi Advisory Network
United States
$6.35M 83,278 -2,780 -3%
Jane Street
4
Jane Street
New York
$5.2M 68,260 +2,849 +4%
CL
5
CIM LLC
New York
$4.63M 60,790 +1,005 +2%
CPIG
6
Chicago Partners Investment Group
Illinois
$4.56M 59,840 -921 -2%
LFA
7
Landmark Financial Advisors
Kentucky
$4.44M 58,210 -4,660 -7%
NWS
8
Newport Wealth Strategies
California
$4.38M 57,518 -3,196 -5%
FNWM
9
Financial Network Wealth Management
Utah
$4.07M 53,433 +2,644 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.8M 49,801 +2,760 +6%
BCM
11
Boltwood Capital Management
California
$3.3M 43,250 +22,750 +111%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.03M 39,762 +28,421 +251%
Stifel Financial
13
Stifel Financial
Missouri
$3.02M 39,638 +439 +1%
UBS Group
14
UBS Group
Switzerland
$2.79M 36,625 +2,439 +7%
LPL Financial
15
LPL Financial
California
$2.65M 34,781 +196 +0.6%
Northern Trust
16
Northern Trust
Illinois
$2.44M 2,373,948 -368,176 -13%
FTUS
17
Flow Traders U.S.
New York
$2.12M 27,851 +13,963 +101%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.86M 24,378 +366 +2%
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$1.75M 22,947 +2,599 +13%
DP
20
Denver PWM
Colorado
$1.4M 18,356 +10,239 +126%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.37M 18,038 -850 -5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.34M 17,590 +11,322 +181%
IFWM
23
Institute for Wealth Management
Colorado
$1.14M 14,976 -9,776 -39%
RMAM
24
Raab & Moskowitz Asset Management
New Jersey
$1.12M 14,644 -164 -1%
SF
25
Synovus Financial
Georgia
$1.03M 13,535 +3,172 +31%
1
2 3