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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

59 hedge funds and large institutions have $1.09B invested in FlexShares Ultra-Short Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.02B
2
Morgan Stanley
2
Morgan Stanley
New York
$10.1M
3
IFA
3
Interactive Financial Advisors
Illinois
$1.47M
4
XPN
4
XY Planning Network
Montana
$452K
5
OMC
5
Old Mission Capital
Illinois
$333K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$756K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$10.5M
4
IFPG
4
Intrepid Financial Planning Group
Indiana
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.02B 13,511,678 +1,253,819 +10%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$10.5M 139,306 -11,069 -7%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M 134,784 +11,384 +9%
LPL Financial
4
LPL Financial
California
$9.17M 121,941 -2,187 -2%
CL
5
CIM LLC
New York
$5.31M 70,597 +1,220 +2%
MML Investors Services
6
MML Investors Services
Massachusetts
$4.73M 62,940 +1,063 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.39M 58,336 -1,385 -2%
CPIG
8
Chicago Partners Investment Group
Illinois
$3.64M 48,396 +29 +0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.16M 42,028 -1,607 -4%
BCM
10
Boltwood Capital Management
California
$2.05M 27,290 -4,675 -15%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.91M 25,394 -4,291 -14%
IFA
12
Interactive Financial Advisors
Illinois
$1.47M 19,618 +10,632 +118%
AI
13
Auour Investments
Massachusetts
$1.14M 15,165 +190 +1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.14M 15,202 -767 -5%
GT
15
Greenleaf Trust
Michigan
$1.07M 14,181 -450 -3%
JWCA
16
J.W. Cole Advisors
Florida
$825K 10,981 -852 -7%
SOS
17
Silver Oak Securities
Tennessee
$820K 10,905 -3,649 -25%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$756K 10,055 -21,462 -68%
Osaic Holdings
19
Osaic Holdings
Arizona
$748K 9,935 +782 +9%
Stifel Financial
20
Stifel Financial
Missouri
$628K 8,355 +2,708 +48%
RMAM
21
Raab & Moskowitz Asset Management
New Jersey
$604K 8,030 -400 -5%
GWP
22
Gateway Wealth Partners
Wisconsin
$568K 7,560 -136 -2%
1W
23
1776 Wealth
Georgia
$521K 6,935 – –
BPA
24
Beacon Pointe Advisors
California
$517K 6,880 – –
XPN
25
XY Planning Network
Montana
$452K 6,016 +6,016 New
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