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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

58 hedge funds and large institutions have $1.21B invested in FlexShares Ultra-Short Income Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$1.12B
2
TA
2
Tactive Advisors
Florida
$12.6M
3
IFA
3
Interactive Financial Advisors
Illinois
$9.47M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M
5
Jane Street
5
Jane Street
New York
$4M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.05M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.24M
4
GWP
4
Gateway Wealth Partners
Wisconsin
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$76
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.12B 14,832,735 +464,161 +3%
TA
2
Tactive Advisors
Florida
$12.6M 166,901 +166,901 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M 143,200 +79,186 +124%
IFA
4
Interactive Financial Advisors
Illinois
$9.47M 125,406 +112,907 +903%
LPL Financial
5
LPL Financial
California
$8.93M 118,264 +5,494 +5%
Morgan Stanley
6
Morgan Stanley
New York
$8.24M 109,069 -13,088 -11%
MML Investors Services
7
MML Investors Services
Massachusetts
$7.84M 103,839 +30,872 +42%
CL
8
CIM LLC
New York
$5.55M 73,496 +1,494 +2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.5M 59,802 -20,676 -26%
Jane Street
10
Jane Street
New York
$4M 52,930 +45,612 +623%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.52M 33,390 -195 -0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$2.05M 27,152 -51,339 -65%
BCM
13
Boltwood Capital Management
California
$1.56M 20,723 -3,233 -13%
KFS
14
Keynote Financial Services
Connecticut
$1.51M 19,955 -638 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.5M 19,890 +4,761 +31%
FTUS
16
Flow Traders U.S.
New York
$1.18M 15,556 +15,556 New
AI
17
Auour Investments
Massachusetts
$1.12M 14,839 +66 +0.4%
Osaic Holdings
18
Osaic Holdings
Arizona
$818K 10,867 -204 -2%
SOS
19
Silver Oak Securities
Tennessee
$782K 10,354 -610 -6%
JWCA
20
J.W. Cole Advisors
Florida
$763K 10,098 -755 -7%
KAS
21
Kestra Advisory Services
Texas
$616K 8,161 +5,409 +197%
GT
22
Greenleaf Trust
Michigan
$616K 8,159 -1,110 -12%
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$606K 8,025 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$537K 7,114 -2,867 -29%
1W
25
1776 Wealth
Georgia
$524K 6,935 – –
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