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FlexShares Ultra-Short Income Fund

76 hedge funds and large institutions have $1.29B invested in FlexShares Ultra-Short Income Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

15% more funds holding

Funds holding: 6676 (+10)

3% more capital invested

Capital invested by funds: $1.25B → $1.29B (+$32.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 90.79%90.79% (+0%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
19
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Pinnacle Associates
New York
$589K +$157K +2,086 +36%
HI
27
Horizon Investments
North Carolina
$529K +$134K +1,771 +33%
SOS
28
Silver Oak Securities
Tennessee
$527K -$4K -53 -0.8%
LWMI
29
Legacy Wealth Management (Idaho)
Idaho
$444K -$793K -10,510 -64%
CA
30
Calton & Associates
Florida
$438K +$55K +729 +14%
RFWA
31
RPg Family Wealth Advisory
Massachusetts
$426K +$426K +5,647 New
AF
32
Allworth Financial
California
$352K -$8.07K -107 -2%
BPA
33
Beacon Pointe Advisors
California
$342K
1W
34
1776 Wealth
Georgia
$333K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$332K +$21.1K +279 +7%
HighTower Advisors
36
HighTower Advisors
Illinois
$326K
HF
37
HRT Financial
New York
$324K +$325K +4,306 New
GWP
38
Gateway Wealth Partners
Wisconsin
$318K +$318K +4,218 New
FAM
39
Flaharty Asset Management
Florida
$305K
Stifel Financial
40
Stifel Financial
Missouri
$293K -$116K -1,538 -28%
FFS
41
Founders Financial Securities
Maryland
$278K -$133K -1,759 -32%
VA
42
VestGen Advisors
Illinois
$275K +$275K +3,649 New
Creative Planning
43
Creative Planning
Kansas
$272K -$507K -6,715 -65%
HIM
44
Hanlon Investment Management
New Jersey
$262K -$57.9K -768 -18%
CFO
45
Cambient Family Office
Michigan
$258K
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$258K +$258K +3,415 New
NHC
47
Nicholas Hoffman & Company
Georgia
$257K -$25K -331 -9%
SDH
48
Sloy Dahl & Holst
Washington
$248K
SQA
49
Simon Quick Advisors
New Jersey
$231K
FZCM
50
Flynn Zito Capital Management
New York
$222K +$222K +2,943 New