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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

57 hedge funds and large institutions have $1.08B invested in FlexShares Ultra-Short Income Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
12
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$986M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.1M
3
IFA
3
Interactive Financial Advisors
Illinois
$6.6M
4
JWCA
4
J.W. Cole Advisors
Florida
$1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.25M
2
Jane Street
2
Jane Street
New York
$2.99M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.13M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$986M 13,073,915 +782,995 +6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$13.1M 173,465 +173,465 New
LPL Financial
3
LPL Financial
California
$8.96M 118,770 -1,715 -1%
Morgan Stanley
4
Morgan Stanley
New York
$7.25M 96,060 -218,302 -69%
IFA
5
Interactive Financial Advisors
Illinois
$6.6M 87,480 +62,974 +257%
TA
6
Tactive Advisors
Florida
$6.05M 80,138 +6,263 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.13M 68,022 -30,629 -31%
CL
8
CIM LLC
New York
$5.04M 66,848 +3,731 +6%
MML Investors Services
9
MML Investors Services
Massachusetts
$4.22M 55,873 -5,368 -9%
BCM
10
Boltwood Capital Management
California
$3.57M 47,265 -7,750 -14%
Jane Street
11
Jane Street
New York
$2.99M 39,644 -127,040 -76%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.86M 37,862 -2,795 -7%
CPIG
13
Chicago Partners Investment Group
Illinois
$2.64M 35,049 +30 +0.1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.48M 32,841 -722 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.3M 17,192 +12,740 +286%
AI
16
Auour Investments
Massachusetts
$1.1M 14,599 +152 +1%
GT
17
Greenleaf Trust
Michigan
$1.09M 14,444 +4,846 +50%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.08M 14,272 -2,286 -14%
GWP
19
Gateway Wealth Partners
Wisconsin
$1.07M 14,123 -84 -0.6%
FTUS
20
Flow Traders U.S.
New York
$1.02M 13,575 -330 -2%
JWCA
21
J.W. Cole Advisors
Florida
$1M 13,260 +13,260 New
Stifel Financial
22
Stifel Financial
Missouri
$883K 11,706 -1,991 -15%
SOS
23
Silver Oak Securities
Tennessee
$883K 11,702 -12,164 -51%
CAN
24
Cetera Advisor Networks
California
$856K 11,345 +207 +2%
AF
25
Allworth Financial
California
$787K 10,427 -6,620 -39%
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