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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

62 hedge funds and large institutions have $853M invested in FlexShares Ultra-Short Income Fund in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$754M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.61M
3
LFA
3
Landmark Financial Advisors
Kentucky
$11M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.12M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$887K

Top Sellers

1
IFA
1
Interactive Financial Advisors
Illinois
$820K
2
BPA
2
Beacon Pointe Advisors
California
$1.57M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.32M
4
UBS Group
4
UBS Group
Switzerland
$191K
5
FNWM
5
Financial Network Wealth Management
Utah
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$754M 10,085,279 +739,559 +8%
Morgan Stanley
2
Morgan Stanley
New York
$13M 174,072 +6,351 +4%
LFA
3
Landmark Financial Advisors
Kentucky
$11M 147,614 +19,606 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.12M 108,584 +16,015 +17%
LPL Financial
5
LPL Financial
California
$7.24M 96,754 -1,604 -2%
SFS
6
Sowell Financial Services
Arkansas
$6.2M 82,937 +3,879 +5%
CL
7
CIM LLC
New York
$4.53M 60,624 +843 +1%
CPIG
8
Chicago Partners Investment Group
Illinois
$4.42M 59,044 -550 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.35M 58,211 +7,842 +16%
BCM
10
Boltwood Capital Management
California
$4.28M 57,240 +3,350 +6%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.43M 45,891 +425 +0.9%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.21M 42,854 +9,879 +30%
Citadel Advisors
13
Citadel Advisors
Florida
$2.61M 34,906 +25,684 +279%
AF
14
Allworth Financial
California
$2.16M 28,849 -5,154 -15%
SOS
15
Silver Oak Securities
Tennessee
$2.07M 27,627 -3,701 -12%
FNWM
16
Financial Network Wealth Management
Utah
$1.64M 21,964 -6,176 -22%
GT
17
Greenleaf Trust
Michigan
$1.63M 21,728 -3,428 -14%
BPA
18
Beacon Pointe Advisors
California
$1.57M 21,012 -22,015 -51%
Stifel Financial
19
Stifel Financial
Missouri
$1.41M 18,886 -5,406 -22%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.32M 17,656 -14,842 -46%
Wells Fargo
21
Wells Fargo
California
$1.01M 13,459 +9 +0.1%
GWP
22
Gateway Wealth Partners
Wisconsin
$887K 11,858 +11,858 New
Osaic Holdings
23
Osaic Holdings
Arizona
$837K 11,182 +1,731 +18%
IFA
24
Interactive Financial Advisors
Illinois
$820K 10,956 -48,794 -82%
SPC
25
Sigma Planning Corp
Michigan
$815K 10,902 +76 +0.7%
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