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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

51 hedge funds and large institutions have $791M invested in FlexShares Ultra-Short Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$695M
2
IFA
2
Interactive Financial Advisors
Illinois
$4.45M
3
LFA
3
Landmark Financial Advisors
Kentucky
$9.52M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.5M
5
SOS
5
Silver Oak Securities
Tennessee
$2.33M

Top Sellers

1
GT
1
Greenleaf Trust
Michigan
$1.87M
2
Jane Street
2
Jane Street
New York
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.81M
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$695M 9,345,720 +1,472,033 +19%
Morgan Stanley
2
Morgan Stanley
New York
$12.5M 167,721 +27,979 +20%
LFA
3
Landmark Financial Advisors
Kentucky
$9.52M 128,008 +36,624 +40%
LPL Financial
4
LPL Financial
California
$7.32M 98,358 +17,957 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.89M 92,569 +12,395 +15%
SFS
6
Sowell Financial Services
Arkansas
$5.88M 79,058 +1,823 +2%
CL
7
CIM LLC
New York
$4.47M 59,781 -1,081 -2%
CPIG
8
Chicago Partners Investment Group
Illinois
$4.45M 59,594 +17 +0%
IFA
9
Interactive Financial Advisors
Illinois
$4.45M 59,750 +51,201 +599%
BCM
10
Boltwood Capital Management
California
$4.01M 53,890 +3,125 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.75M 50,369 -11,559 -19%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.38M 45,466 +5,897 +15%
BPA
13
Beacon Pointe Advisors
California
$3.2M 43,027 -14,555 -25%
AF
14
Allworth Financial
California
$2.53M 34,003 -18,509 -35%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.45M 32,975 +16,134 +96%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.42M 32,498 +12,305 +61%
SOS
17
Silver Oak Securities
Tennessee
$2.33M 31,328 +23,627 +307%
FNWM
18
Financial Network Wealth Management
Utah
$2.09M 28,140 -13,374 -32%
GT
19
Greenleaf Trust
Michigan
$1.87M 25,156 -192,746 -88%
Stifel Financial
20
Stifel Financial
Missouri
$1.81M 24,292 -30,095 -55%
Wells Fargo
21
Wells Fargo
California
$1M 13,450 -1 -0%
SPC
22
Sigma Planning Corp
Michigan
$805K 10,826 +10,826 New
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$791K 10,631 -629 -6%
Osaic Holdings
24
Osaic Holdings
Arizona
$703K 9,451 -69 -0.7%
Citadel Advisors
25
Citadel Advisors
Florida
$686K 9,222 -10,156 -52%
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