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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

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
Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
0.73%
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

1
Northern Trust
Northern Trust
Illinois
+$64.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.93M
3
KFS
Keynote Financial Services
Connecticut
+$1.33M
4
MML Investors Services
MML Investors Services
Massachusetts
+$758K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$619K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.45M
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
-$954K
5
LPL Financial
LPL Financial
California
-$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$365K -$43.2K -574 -11%
HighTower Advisors
27
HighTower Advisors
Illinois
$327K -$2.42K -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 +$267K +3,534 New
Stifel Financial
31
Stifel Financial
Missouri
$260K -$372K -4,919 -59%
PA
32
Pinnacle Associates
New York
$257K +$31.4K +415 +14%
SDH
33
Sloy Dahl & Holst
Washington
$248K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$234K +$20.7K +273 +10%
CA
35
Calton & Associates
Florida
$220K +$220K +2,911 New
SEIA
36
Signature Estate & Investment Advisors
California
$212K – – –
KAS
37
Kestra Advisory Services
Texas
$208K +$208K +2,752 New
TI
38
TrueMark Investments
Illinois
$206K -$59.8K -791 -23%
FFM
39
Forum Financial Management
Illinois
$201K +$201K +2,655 New
Comerica Bank
40
Comerica Bank
Texas
$129K – – –
MCM
41
MAI Capital Management
Ohio
$80.9K +$36.3K +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 +$2.72K +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 – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$12.2K -$7.63K -101 -39%
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