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FlexShares Ultra-Short Income Fund (RAVI) Institutional Ownership

FlexShares Ultra-Short Income Fund logo
$75.37 +0.02 (+0.03%)
(As of 12:28 PM ET)
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Institutional Ownership Changes (13F Filings) for FlexShares Ultra-Short Income Fund (NYSEARCA:RAVI)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$77.24M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$16.20M
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RAVI Institutional Buying and Selling by Quarter

FlexShares Ultra-Short Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Raab & Moskowitz Asset Management LLC8,430$638K0.2%-1.7%0.055%
11/15/2024 MML Investors Services LLC61,877$4.68M0.0%+19.5%0.405%
11/15/2024 Jane Street Group LLC4,800$363K0.0%-95.4%0.031%
11/15/2024 Stifel Financial Corp5,647$427K0.0%-15.5%0.037%
11/14/2024 Flow Traders U.S. LLC13,247$1.00M0.1%N/A0.087%
11/14/2024 RPg Family Wealth Advisory LLC2,083$158K0.0%N/A0.014%
11/6/2024 1776 Wealth LLC6,935$525K0.2%-16.0%0.045%
10/31/2024 Keynote Financial Services LLC2,714$205K0.2%-24.9%0.018%
10/30/2024 Auour Investments LLC14,975$1.13M0.4%+2.6%0.098%
10/29/2024 Chicago Partners Investment Group LLC48,367$3.65M0.1%+37.9%0.316%
10/24/2024 J.W. Cole Advisors Inc.11,833$895K0.0%-5.9%0.077%
10/24/2024 Wealth Enhancement Advisory Services LLC150,375$11.38M0.0%-5.9%0.983%
10/23/2024 Allworth Financial LP7,241$548K0.0%-11.0%0.047%
10/23/2024 Silver Oak Securities Incorporated14,554$1.10M0.1%+44.2%0.095%
10/22/2024 Greenleaf Trust14,631$1.11M0.0%+1.6%0.096%
10/2/2024 Boltwood Capital Management31,965$2.42M0.7%-13.1%0.209%
9/6/2024Cim LLC69,039$5.20M0.8%+3.3%0.452%
8/22/2024 Cetera Investment Advisers16,515$1.25M0.0%-3.9%0.108%
8/16/2024 Gateway Wealth Partners LLC7,696$581K0.2%-45.5%0.050%
8/8/2024 J.W. Cole Advisors Inc.12,571$949K0.0%-5.2%0.082%
8/8/2024 Envestnet Asset Management Inc.53,835$4.06M0.0%-20.9%0.352%
7/31/2024Commonwealth Equity Services LLC6,724$507K0.0%-30.9%0.044%
7/26/2024 Signature Estate & Investment Advisors LLC2,808$212K0.0%N/A0.018%
7/16/2024 Wealth Enhancement Advisory Services LLC159,829$12.06M0.0%-7.9%1.045%
7/8/2024 Boltwood Capital Management36,790$2.78M0.9%-22.2%0.241%
6/13/2024 Keynote Financial Services LLC3,614$273K0.2%N/A0.024%
6/4/2024Tactive Advisors LLC80,138$6.05M3.2%+8.5%0.524%
5/24/2024Cetera Advisors LLC2,778$210K0.0%N/A0.018%
5/20/2024Cim LLC66,848$5.04M0.8%+5.9%0.437%
5/17/2024 Comerica Bank617$47K0.0%+36.8%0.004%
5/14/2024 Freestone Capital Holdings LLC3,026$228K0.0%N/A0.020%
5/2/2024 Hanlon Investment Management Inc.3,023$228K0.1%-50.9%0.020%
5/1/2024 Auour Investments LLC14,599$1.10M0.4%+1.1%0.096%
4/30/2024 J.W. Cole Advisors Inc.13,260$1M0.1%N/A0.087%
4/30/2024Commonwealth Equity Services LLC9,736$735K0.0%-11.2%0.064%
4/29/2024 Greenleaf Trust14,444$1.09M0.0%+50.5%0.095%
4/16/2024 Wealth Enhancement Advisory Services LLC173,465$13.09M0.0%N/A1.143%
4/15/2024 Wealthcare Advisory Partners LLC7,084$534K0.0%-42.4%0.047%
4/4/2024 Boltwood Capital Management47,265$3.57M1.1%-14.1%0.352%
2/23/2024Cim LLC63,117$4.76M0.8%N/A0.470%
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2/13/2024 Northern Trust Corp12,290,920$922.21M0.2%+5.9%91.518%
2/13/2024Landmark Financial Advisors LLC181,726$13.64M4.9%-3.3%1.353%
2/9/2024 Hanlon Investment Management Inc.6,163$462K0.1%-57.1%0.046%
2/8/2024 Beacon Pointe Advisors LLC6,880$516K0.0%-28.9%0.051%
2/6/2024 Wealthcare Advisory Partners LLC12,309$924K0.0%+15.0%0.092%
2/6/2024 Spire Wealth Management420$32K0.0%-49.1%0.003%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC5,210$391K0.0%+78.8%0.039%
2/5/2024 Silver Oak Securities Incorporated23,866$1.79M0.2%+209.9%0.178%
2/2/2024 Raab & Moskowitz Asset Management LLC9,420$707K0.2%-2.6%0.070%
1/31/2024 Greenleaf Trust9,598$720K0.0%-31.4%0.071%
1/30/2024 Lunt Capital Management Inc.10,201$765K0.4%-20.4%0.076%
1/24/2024 Allworth Financial LP17,047$1.28M0.0%-14.5%0.127%
1/24/2024 Auour Investments LLC14,447$1.09M0.4%-2.1%0.108%
1/12/2024 Cedar Brook Financial Partners LLC2,808$211K0.0%-12.5%0.021%
1/10/2024 Sound Income Strategies LLC695$52K0.0%N/A0.005%
1/5/2024 Boltwood Capital Management55,015$4.13M1.4%+2.1%0.410%
11/20/2023 Silver Oak Securities Incorporated7,701$578K0.1%-70.2%0.057%
11/13/2023 Northern Trust Corp11,608,070$871.88M0.2%+7.9%86.434%
11/13/2023 FFT Wealth Management LLC5,042$379K0.0%+38.8%0.038%
11/13/2023 LPL Financial LLC102,693$7.71M0.0%+5.0%0.765%
11/13/2023 Envestnet Asset Management Inc.152,188$11.43M0.0%+17.5%1.133%
11/9/2023 Greenleaf Trust13,982$1.05M0.0%+12.4%0.104%
11/8/2023 HighTower Advisors LLC4,573$344K0.0%N/A0.034%
11/8/2023 Sowell Financial Services LLC85,301$6.41M0.4%-3.7%0.635%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC2,914$219K0.0%-35.9%0.022%
11/6/2023 Forum Financial Management LP3,668$276K0.0%-19.1%0.027%
11/3/2023 Colonial River Wealth Management LLC6,827$513K0.3%+3.0%0.051%
11/2/2023 M&T Bank Corp2,921$219K0.0%N/A0.022%
10/31/2023 Allworth Financial LP19,948$1.50M0.0%-17.8%0.149%
10/30/2023 Raab & Moskowitz Asset Management LLC9,673$727K0.3%-4.4%0.072%
10/26/2023 Chicago Partners Investment Group LLC34,986$2.63M0.1%-40.7%0.261%
10/26/2023 Interactive Financial Advisors Inc.87,668$6.59M4.4%+1,239.1%0.653%
10/24/2023 Cambridge Investment Research Advisors Inc.4,422$332K0.0%-59.5%0.033%
10/23/2023Commonwealth Equity Services LLC64,051$4.81M0.0%+5.8%0.477%
10/18/2023 Hanlon Investment Management Inc.14,363$1.08M0.3%+19.8%0.107%
10/17/2023Riverview Trust Co3,971$298K0.3%N/A0.030%
10/13/2023 Auour Investments LLC14,753$1.11M0.5%+2.4%0.110%
10/13/2023Landmark Financial Advisors LLC187,901$14.11M5.6%+3.6%1.399%
10/12/2023 Wealthcare Advisory Partners LLC10,703$804K0.0%+7.4%0.080%
10/10/2023 Boltwood Capital Management53,890$4.05M1.5%+0.9%0.401%
8/14/2023 Sowell Financial Services LLC88,575$6.64M0.4%+6.8%0.660%
8/14/2023 MML Investors Services LLC60,381$4.53M0.0%+40.9%0.450%
8/11/2023 Baird Financial Group Inc.34,483$2.59M0.0%-24.9%0.257%
8/11/2023 Northern Trust Corp10,761,202$806.61M0.2%+6.7%80.128%
8/10/2023Commonwealth Equity Services LLC60,537$4.54M0.0%+505.0%0.451%
8/10/2023 US Bancorp DE2,962$222K0.0%+464.2%0.022%
8/10/2023Cetera Advisor Networks LLC8,965$672K0.0%+29.1%0.067%
8/10/2023 Cetera Investment Advisers6,045$453K0.0%-17.1%0.045%
8/8/2023 Hanlon Investment Management Inc.11,987$898K0.3%+53.4%0.089%
8/7/2023 Raab & Moskowitz Asset Management LLC10,123$759K0.3%-2.2%0.075%
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8/4/2023 Envestnet Asset Management Inc.129,480$9.71M0.0%+19.2%0.964%
8/2/2023 Silver Oak Securities Incorporated25,834$1.94M0.3%-6.5%0.192%
8/2/2023 Sigma Planning Corp11,937$895K0.0%+9.5%0.089%
8/1/2023 Interactive Financial Advisors Inc.6,547$491K0.3%-40.2%0.049%
7/31/2023 LPL Financial LLC97,780$7.33M0.0%+1.1%0.728%
7/26/2023 Forum Financial Management LP4,534$340K0.0%N/A0.036%
7/18/2023 Allworth Financial LP24,268$1.82M0.0%-15.9%0.193%
7/18/2023Landmark Financial Advisors LLC181,351$13.59M5.6%+22.9%1.439%
7/17/2023 Wealthcare Advisory Partners LLC9,967$747K0.0%+21.6%0.079%
7/13/2023 Cambridge Investment Research Advisors Inc.10,917$818K0.0%-38.2%0.087%
(Data available from 1/1/2016 forward)

RAVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RAVI shares?

During the previous two years, 65 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were Northern Trust Corp ($922.21M), Landmark Financial Advisors LLC ($13.64M), Wealth Enhancement Advisory Services LLC ($11.38M), LPL Financial LLC ($7.71M), Interactive Financial Advisors Inc. ($6.59M), Sowell Financial Services LLC ($6.41M), and Tactive Advisors LLC ($6.05M).Learn more on RAVI's institutional investors.

Which institutional investors have been buying FlexShares Ultra-Short Income Fund stock?

Of the 53 institutional investors that purchased FlexShares Ultra-Short Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($2.21M), Wealth Enhancement Advisory Services LLC ($173.47K), Landmark Financial Advisors LLC ($96.52K), Interactive Financial Advisors Inc. ($81.12K), Envestnet Asset Management Inc. ($72.01K), Cim LLC ($69.04K), and Commonwealth Equity Services LLC ($54.55K).

How much institutional buying is happening at FlexShares Ultra-Short Income Fund?

Institutional investors have bought a total of 3,101,555 shares in the last 24 months. This purchase volume represents approximately $232.73M in transactions.

Which FlexShares Ultra-Short Income Fund major shareholders have been selling company stock?

Of the 37 institutional investors that sold FlexShares Ultra-Short Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenleaf Trust ($200.56K), Jane Street Group LLC ($100.26K), Interactive Financial Advisors Inc. ($53.20K), Allworth Financial LP ($36.36K), Silver Oak Securities Incorporated ($28.52K), Cambridge Investment Research Advisors Inc. ($28.08K), and Boltwood Capital Management ($26.88K).

How much institutional selling is happening at FlexShares Ultra-Short Income Fund?

Institutional investors have sold a total of 629,701 shares in the last 24 months. This volume of shares sold represents approximately $47.19M in transactions.


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This page (NYSEARCA:RAVI) was last updated on 12/18/2024 by MarketBeat.com Staff
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