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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 %
Creative Planning
26
Creative Planning
Kansas
$370K 4,905 +4,905 New
BPA
27
Beacon Pointe Advisors
California
$369K 4,889 – –
AF
28
Allworth Financial
California
$366K 4,850 +4 +0.1%
Stifel Financial
29
Stifel Financial
Missouri
$349K 4,618 +1,182 +34%
PA
30
Pinnacle Associates
New York
$345K 4,565 +1,167 +34%
HighTower Advisors
31
HighTower Advisors
Illinois
$326K 4,318 -9 -0.2%
HIM
32
Hanlon Investment Management
New Jersey
$319K 4,223 +4,223 New
FAM
33
Flaharty Asset Management
Florida
$305K 4,040 – –
NHC
34
Nicholas Hoffman & Company
Georgia
$282K 3,736 +3,736 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$264K 3,501 -76 -2%
SDH
36
Sloy Dahl & Holst
Washington
$248K 3,285 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$232K 3,071 -20 -0.6%
FMI
38
F/M Investments
District of Columbia
$227K 3,007 +3,007 New
MA
39
Mutual Advisors
Nebraska
$224K 2,965 +2,965 New
CA
40
Calton & Associates
Florida
$220K 2,911 – –
FFM
41
Forum Financial Management
Illinois
$200K 2,655 – –
Comerica Bank
42
Comerica Bank
Texas
$114K 1,511 -200 -12%
LIS
43
Legacy Investment Solutions
Idaho
$101K 1,343 +1,343 New
LWMI
44
Legacy Wealth Management (Idaho)
Idaho
$101K 1,343 +1,343 New
Raymond James Financial
45
Raymond James Financial
Florida
$101K 1,334 +1,334 New
EWA
46
EverSource Wealth Advisors
Alabama
$84.6K 1,121 +1,121 New
CA
47
CoreCap Advisors
Michigan
$81K 1,073 +629 +142%
MCM
48
MAI Capital Management
Ohio
$77.9K 1,032 -38 -4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$75.8K 1,004 +496 +98%
AIM
50
Arcadia Investment Management
Michigan
$25.2K 334 – –
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