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FlexShares Ultra-Short Income Fund

53 hedge funds and large institutions have $1B invested in FlexShares Ultra-Short Income Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$927M 12,257,859 -749,331 -6%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$11.4M 150,375 -9,454 -6%
LPL Financial
3
LPL Financial
California
$9.39M 124,128 +8,407 +7%
Morgan Stanley
4
Morgan Stanley
New York
$9.34M 123,400 +12,996 +12%
CL
5
CIM LLC
New York
$5.25M 69,377 +338 +0.5%
MML Investors Services
6
MML Investors Services
Massachusetts
$4.68M 61,877 +10,085 +19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.52M 59,721 +5,886 +11%
CPIG
8
Chicago Partners Investment Group
Illinois
$3.65M 48,367 +13,285 +38%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.3M 43,635 +30,163 +224%
BCM
10
Boltwood Capital Management
California
$2.42M 31,965 -4,825 -13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.39M 31,517 -1,086 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$2.25M 29,685 +3,813 +15%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.21M 15,969 -546 -3%
AI
14
Auour Investments
Massachusetts
$1.13M 14,975 +377 +3%
GT
15
Greenleaf Trust
Michigan
$1.11M 14,631 +227 +2%
SOS
16
Silver Oak Securities
Tennessee
$1.1M 14,554 +4,459 +44%
FTUS
17
Flow Traders U.S.
New York
$1M 13,247 +13,247 New
JWCA
18
J.W. Cole Advisors
Florida
$895K 11,833 -738 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$694K 9,153 +602 +7%
IFA
20
Interactive Financial Advisors
Illinois
$680K 8,986 -80,305 -90%
RMAM
21
Raab & Moskowitz Asset Management
New Jersey
$638K 8,430 -149 -2%
GWP
22
Gateway Wealth Partners
Wisconsin
$582K 7,696
AF
23
Allworth Financial
California
$548K 7,241 -898 -11%
1W
24
1776 Wealth
Georgia
$525K 6,935 -1,323 -16%
BPA
25
Beacon Pointe Advisors
California
$521K 6,880