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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

51 hedge funds and large institutions have $90.9M invested in FlexShares Ultra-Short Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
23
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.17M
3
Stifel Financial
3
Stifel Financial
Missouri
$4.01M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.32M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$504K

Top Sellers

1
CAN
1
Claraphi Advisory Network
United States
$1.79M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Jane Street
3
Jane Street
New York
$3.98M
4
IFWM
4
Institute for Wealth Management
Colorado
$228K
5
UBS Group
5
UBS Group
Switzerland
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
1
Allworth Financial
California
$10.8M 141,572 -2,094 -1%
Morgan Stanley
2
Morgan Stanley
New York
$9.17M 120,352 +21,368 +22%
CL
3
CIM LLC
New York
$4.88M 64,142 +3,352 +6%
LFA
4
Landmark Financial Advisors
Kentucky
$4.79M 62,870 +4,660 +8%
CPIG
5
Chicago Partners Investment Group
Illinois
$4.55M 59,845 +5 +0%
FNWM
6
Financial Network Wealth Management
Utah
$4.39M 57,633 +4,200 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.32M 56,669 +6,868 +14%
NWS
8
Newport Wealth Strategies
California
$4.13M 54,191 -3,327 -6%
Stifel Financial
9
Stifel Financial
Missouri
$4.01M 52,694 +13,056 +33%
Jane Street
10
Jane Street
New York
$3.98M 52,264 -15,996 -23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.52M 46,167 +6,405 +16%
BCM
12
Boltwood Capital Management
California
$3.29M 43,150 -100 -0.2%
Citadel Advisors
13
Citadel Advisors
Florida
$3.22M 42,297 +32,312 +324%
LPL Financial
14
LPL Financial
California
$2.7M 35,405 +624 +2%
UBS Group
15
UBS Group
Switzerland
$2.03M 26,703 -9,922 -27%
Northern Trust
16
Northern Trust
Illinois
$1.88M 2,322,354 -51,594 -2%
VBFP
17
Valtinson Bruner Financial Planning
Minnesota
$1.8M 23,717 +770 +3%
CAN
18
Claraphi Advisory Network
United States
$1.79M 23,558 -59,720 -72%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.72M 22,569 -1,809 -7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.63M 21,439 +3,849 +22%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.39M 18,240 +202 +1%
RMAM
22
Raab & Moskowitz Asset Management
New Jersey
$1.04M 13,654 -990 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$955K 12,537 +5,803 +86%
SF
24
Synovus Financial
Georgia
$899K 11,811 -1,724 -13%
DP
25
Denver PWM
Colorado
$846K 11,116 -7,240 -39%
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