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FlexShares Ultra-Short Income Fund
RAVI

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, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more funds holding

Funds holding: 54 → 58 (+4)

5% more capital invested

Capital invested by funds: $1.15B → $1.21B (+$63.3M)

0.91% more ownership

Funds ownership: 92.63% → 93.55% (+0.91%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$34.9M
2
IFA
Interactive Financial Advisors
Illinois
+$8.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.96M
4
Jane Street
Jane Street
New York
+$3.43M
5
MML Investors Services
MML Investors Services
Massachusetts
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.86M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.56M
3
Morgan Stanley
Morgan Stanley
New York
-$985K
4
GWP
Gateway Wealth Partners
Wisconsin
-$566K
5
TRCT
Tower Research Capital (TRC)
New York
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$370K +$369K +4,905 New
BPA
27
Beacon Pointe Advisors
California
$369K – – –
AF
28
Allworth Financial
California
$366K +$301 +4 +0.1%
Stifel Financial
29
Stifel Financial
Missouri
$349K +$89K +1,182 +34%
PA
30
Pinnacle Associates
New York
$345K +$87.8K +1,167 +34%
HighTower Advisors
31
HighTower Advisors
Illinois
$326K -$677 -9 -0.2%
HIM
32
Hanlon Investment Management
New Jersey
$319K +$318K +4,223 New
FAM
33
Flaharty Asset Management
Florida
$305K – – –
NHC
34
Nicholas Hoffman & Company
Georgia
$282K +$281K +3,736 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$264K -$5.72K -76 -2%
SDH
36
Sloy Dahl & Holst
Washington
$248K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$232K -$1.5K -20 -0.6%
FMI
38
F/M Investments
District of Columbia
$227K +$226K +3,007 New
MA
39
Mutual Advisors
Nebraska
$224K +$223K +2,965 New
CA
40
Calton & Associates
Florida
$220K – – –
FFM
41
Forum Financial Management
Illinois
$200K – – –
Comerica Bank
42
Comerica Bank
Texas
$114K -$15.1K -200 -12%
LIS
43
Legacy Investment Solutions
Idaho
$101K +$101K +1,343 New
LWMI
44
Legacy Wealth Management (Idaho)
Idaho
$101K +$101K +1,343 New
Raymond James Financial
45
Raymond James Financial
Florida
$101K +$100K +1,334 New
EWA
46
EverSource Wealth Advisors
Alabama
$84.6K +$84.4K +1,121 New
CA
47
CoreCap Advisors
Michigan
$81K +$47.3K +629 +142%
MCM
48
MAI Capital Management
Ohio
$77.9K -$2.86K -38 -4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$75.8K +$37.3K +496 +98%
AIM
50
Arcadia Investment Management
Michigan
$25.2K – – –
1
2
3

RAVI Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q2 2025, worth a combined $1.21B — up 5.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RAVI positions and 10 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Northern Trust, adding an estimated $34.9M. The largest seller was Citadel Advisors, cutting an estimated $3.86M.

  • 58 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $1.21B of FlexShares Ultra-Short Income Fund stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 15 funds opened new FlexShares Ultra-Short Income Fund positions in Q2 2025 and 10 closed out, a net change of +5 holders.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q2 2025 was Northern Trust, an estimated $34.9M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q2 2025 was Citadel Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2025.