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FlexShares Ultra-Short Income Fund (RAVI) Institutional Ownership

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$75.39
+0.02 (+0.03%)
(As of 04/24/2024 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)
35
Total
Institutional Inflows
(last 12 months)
$212.31M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$16.31M
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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
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%
2/13/2024Northern 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%
2/9/2024Hanlon Investment Management Inc.6,163$462K0.1%-57.1%0.046%
2/8/2024Beacon Pointe Advisors LLC6,880$516K0.0%-28.9%0.051%
2/6/2024 Wealthcare Advisory Partners LLC12,309$924K0.0%+15.0%0.092%
2/6/2024Spire Wealth Management420$32K0.0%-49.1%0.003%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC5,210$391K0.0%+78.8%0.039%
2/5/2024Silver Oak Securities Incorporated23,866$1.79M0.2%+209.9%0.178%
2/2/2024Raab & Moskowitz Asset Management LLC9,420$707K0.2%-2.6%0.070%
1/31/2024Greenleaf Trust9,598$720K0.0%-31.4%0.071%
1/30/2024 Lunt Capital Management Inc.10,201$765K0.4%-20.4%0.076%
1/24/2024Allworth Financial LP17,047$1.28M0.0%-14.5%0.127%
1/24/2024Auour 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%
11/20/2023Silver Oak Securities Incorporated7,701$578K0.1%-70.2%0.057%
11/13/2023Northern Trust Corp11,608,070$871.88M0.2%+7.9%86.434%
11/13/2023FFT Wealth Management LLC5,042$379K0.0%+38.8%0.038%
11/13/2023LPL Financial LLC102,693$7.71M0.0%+5.0%0.765%
11/13/2023Envestnet Asset Management Inc.152,188$11.43M0.0%+17.5%1.133%
11/9/2023Greenleaf Trust13,982$1.05M0.0%+12.4%0.104%
11/8/2023HighTower Advisors LLC4,573$344K0.0%N/A0.034%
11/8/2023Sowell 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%
11/6/2023Forum Financial Management LP3,668$276K0.0%-19.1%0.027%
11/3/2023Colonial River Wealth Management LLC6,827$513K0.3%+3.0%0.051%
11/2/2023M&T Bank Corp2,921$219K0.0%N/A0.022%
10/31/2023Allworth Financial LP19,948$1.50M0.0%-17.8%0.149%
10/30/2023Raab & Moskowitz Asset Management LLC9,673$727K0.3%-4.4%0.072%
10/26/2023Chicago Partners Investment Group LLC34,986$2.63M0.1%-40.7%0.261%
10/26/2023Interactive Financial Advisors Inc.87,668$6.59M4.4%+1,239.1%0.653%
10/24/2023Cambridge 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%
10/18/2023Hanlon Investment Management Inc.14,363$1.08M0.3%+19.8%0.107%
10/17/2023 Riverview Trust Co3,971$298K0.3%N/A0.030%
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10/13/2023Auour 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%
8/14/2023Sowell Financial Services LLC88,575$6.64M0.4%+6.8%0.660%
8/14/2023MML Investors Services LLC60,381$4.53M0.0%+40.9%0.450%
8/11/2023Baird Financial Group Inc.34,483$2.59M0.0%-24.9%0.257%
8/11/2023Northern 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%
8/10/2023US Bancorp DE2,962$222K0.0%+464.2%0.022%
8/10/2023Cetera Advisor Networks LLC8,965$672K0.0%+29.1%0.067%
8/10/2023Cetera Investment Advisers6,045$453K0.0%-17.1%0.045%
8/8/2023Hanlon Investment Management Inc.11,987$898K0.3%+53.4%0.089%
8/7/2023Raab & Moskowitz Asset Management LLC10,123$759K0.3%-2.2%0.075%
8/4/2023Envestnet Asset Management Inc.129,480$9.71M0.0%+19.2%0.964%
8/2/2023Silver Oak Securities Incorporated25,834$1.94M0.3%-6.5%0.192%
8/2/2023Sigma Planning Corp11,937$895K0.0%+9.5%0.089%
8/1/2023Interactive Financial Advisors Inc.6,547$491K0.3%-40.2%0.049%
7/31/2023LPL Financial LLC97,780$7.33M0.0%+1.1%0.728%
7/26/2023Forum Financial Management LP4,534$340K0.0%N/A0.036%
7/18/2023Allworth 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%
7/13/2023Cambridge Investment Research Advisors Inc.10,917$818K0.0%-38.2%0.087%
7/7/2023Auour Investments LLC14,413$1.08M0.5%N/A0.114%
7/6/2023 Boltwood Capital Management53,415$4.00M1.4%-6.7%0.424%
5/12/2023FFT Wealth Management LLC3,632$272K0.0%-32.0%0.029%
5/11/2023Bramshill Investments LLC1,900$142K0.0%N/A0.015%
5/11/2023Cambridge Investment Research Advisors Inc.17,656$1.32M0.0%-45.7%0.141%
5/11/2023Envestnet Asset Management Inc.108,584$8.12M0.0%+17.3%0.869%
5/11/2023Greenleaf Trust21,728$1.63M0.0%-13.6%0.174%
5/10/2023Citizens Financial Group Inc RI9,228$690K0.0%N/A0.074%
5/10/2023Gateway Wealth Partners LLC11,858$887K0.1%N/A0.095%
5/10/2023Bessemer Group Inc.669$50K0.0%N/A0.005%
5/10/2023LPL Financial LLC96,754$7.24M0.0%-1.6%0.774%
5/9/2023Spire Wealth Management825$62K0.0%N/A0.007%
5/9/20231776 Wealth LLC8,613$644K0.4%+79.2%0.069%
5/9/2023Hanlon Investment Management Inc.7,815$585K0.2%+25.3%0.063%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC4,544$340K0.0%N/A0.036%
5/5/2023Silver Oak Securities Incorporated27,627$2.07M0.3%-11.8%0.221%
5/5/2023Valtinson Bruner Financial Planning LLC5,349$400K0.2%N/A0.043%
5/5/2023Colonial River Wealth Management LLC6,622$495K0.3%N/A0.053%
5/4/2023 Wealthcare Advisory Partners LLC8,199$613K0.0%+123.5%0.066%
5/4/2023Financial Network Wealth Management LLC21,964$1.64M0.8%-21.9%0.176%
5/2/2023Rossmore Private Capital6,648$497K0.1%-18.8%0.053%
5/2/2023Intrepid Financial Planning Group LLC5,950$445K0.2%-4.6%0.048%
5/1/2023 CWM LLC576$43K0.0%N/A0.005%
4/27/2023Interactive Financial Advisors Inc.10,956$820K0.5%-81.7%0.088%
4/26/2023Chicago Partners Investment Group LLC59,044$4.42M0.3%-0.9%0.472%
4/24/2023FSM Wealth Advisors LLC4,032$302K0.2%N/A0.032%
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4/18/2023Allworth Financial LP28,849$2.16M0.0%-15.2%0.231%
4/13/2023Landmark Financial Advisors LLC147,614$11.04M4.8%+15.3%1.220%
4/4/2023 Cedar Brook Financial Partners LLC3,208$240K0.1%N/A0.027%
4/4/2023 Boltwood Capital Management57,240$4.28M1.6%+6.2%0.473%
3/6/2023OLD Mission Capital LLC1,083$81K0.0%N/A0.009%
2/13/2023 Wealthcare Advisory Partners LLC3,668$273K0.0%N/A0.030%
2/10/2023Cim LLC59,781$4.47M0.9%-1.8%0.494%
2/10/2023Financial Network Wealth Management LLC28,140$2.09M1.1%-32.2%0.233%
2/9/2023Sowell Financial Services LLC79,058$5.88M0.4%+2.4%0.653%
2/8/2023Interactive Financial Advisors59,750$4.45M2.7%+598.9%0.494%
(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), Ironbridge Private Wealth LLC ($13.91M), Landmark Financial Advisors LLC ($13.64M), Wealth Enhancement Advisory Services LLC ($13.09M), Envestnet Asset Management Inc. ($11.43M), LPL Financial LLC ($7.71M), and Interactive Financial Advisors Inc. ($6.59M).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), Greenleaf Trust ($219.45K), Ironbridge Private Wealth LLC ($186.76K), Wealth Enhancement Advisory Services LLC ($173.47K), Envestnet Asset Management Inc. ($161.28K), Landmark Financial Advisors LLC ($96.52K), and Sowell Financial Services LLC ($84.70K).

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

Institutional investors have bought a total of 3,717,855 shares in the last 24 months. This purchase volume represents approximately $278.54M in transactions.

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

Of the 34 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), Allworth Financial LP ($110.10K), Interactive Financial Advisors Inc. ($53.20K), Financial Network Wealth Management LLC ($38.35K), Envestnet Asset Management Inc. ($29.93K), Silver Oak Securities Incorporated ($29.69K), and Cambridge Investment Research Advisors Inc. ($29.50K).

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

Institutional investors have sold a total of 612,535 shares in the last 24 months. This volume of shares sold represents approximately $45.72M in transactions.


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This page (NYSEARCA:RAVI) was last updated on 4/25/2024 by MarketBeat.com Staff

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