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FlexShares Ultra-Short Income Fund
RAVI

54 hedge funds and large institutions have $1.15B invested in FlexShares Ultra-Short Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$64.9M)

0.1% less ownership

Funds ownership: 92.74% → 92.63% (-0.1%)

8% less funds holding

Funds holding: 59 → 54 (-5)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$64.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.92M
3
KFS
Keynote Financial Services
Connecticut
+$1.33M
4
MML Investors Services
MML Investors Services
Massachusetts
+$756K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$617K

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.43M
2
CPIG
Chicago Partners Investment Group
Illinois
-$3.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
4
Morgan Stanley
Morgan Stanley
New York
-$952K
5
LPL Financial
LPL Financial
California
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$365K -$43.3K -574 -11%
HighTower Advisors
27
HighTower Advisors
Illinois
$327K -$2.41K -32 -0.7%
FAM
28
Flaharty Asset Management
Florida
$305K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$270K +$1.13K +15 +0.4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$267K +$266K +3,534 New
Stifel Financial
31
Stifel Financial
Missouri
$260K -$371K -4,919 -59%
PA
32
Pinnacle Associates
New York
$257K +$31.3K +415 +14%
SDH
33
Sloy Dahl & Holst
Washington
$248K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$234K +$20.6K +273 +10%
CA
35
Calton & Associates
Florida
$220K +$219K +2,911 New
SEIA
36
Signature Estate & Investment Advisors
California
$212K – – –
KAS
37
Kestra Advisory Services
Texas
$208K +$207K +2,752 New
TI
38
TrueMark Investments
Illinois
$206K -$59.6K -791 -23%
FFM
39
Forum Financial Management
Illinois
$201K +$200K +2,655 New
Comerica Bank
40
Comerica Bank
Texas
$129K – – –
MCM
41
MAI Capital Management
Ohio
$80.9K +$36.2K +480 +81%
FNWM
42
Financial Network Wealth Management
Utah
$59K +$59K +783 New
Bank of America
43
Bank of America
North Carolina
$52.9K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$38.4K +$15.3K +203 +67%
PS
45
Principal Securities
Iowa
$33.8K – – –
CA
46
CoreCap Advisors
Michigan
$33.6K +$2.71K +36 +9%
AIM
47
Arcadia Investment Management
Michigan
$25.2K – – –
UBS Group
48
UBS Group
Switzerland
$21.2K +$21.2K +281 New
QC
49
Quent Capital
New York
$15.6K – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$12.2K -$7.61K -101 -39%
1
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RAVI Hedge Fund Activity: Q1 2025 in Review

54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q1 2025, worth a combined $1.15B — up 6% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RAVI and 9 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Northern Trust, adding an estimated $64.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.43M.

  • 54 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q1 2025, down from 59 in Q4 2024.
  • Funds reported $1.15B of FlexShares Ultra-Short Income Fund stock for Q1 2025, up 6% quarter-over-quarter.
  • 9 funds opened new FlexShares Ultra-Short Income Fund positions in Q1 2025 and 14 closed out, a net change of -5 holders.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q1 2025 was Northern Trust, an estimated $64.6M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2025.