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FlexShares Ultra-Short Income Fund
RAVI

68 hedge funds and large institutions have $1.29B invested in FlexShares Ultra-Short Income Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

17% more funds holding

Funds holding: 58 → 68 (+10)

6% more capital invested

Capital invested by funds: $1.21B → $1.29B (+$77.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 93.55% → 93.48% (-0.07%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
20
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$77.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.27M
3
IA
Integrity Alliance
Iowa
+$1.09M
4
TRCT
Tower Research Capital (TRC)
New York
+$721K
5
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$604K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.08M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.45M
3
TA
Tactive Advisors
Florida
-$1.23M
4
FTUS
Flow Traders U.S.
New York
-$1.18M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$598K -$1.45M -19,249 -71%
Creative Planning
27
Creative Planning
Kansas
$574K +$202K +2,682 +55%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$542K +$4.22K +56 +0.8%
BFA
29
Beacon Financial Advisory
Ohio
$476K +$474K +6,288 New
PA
30
Pinnacle Associates
New York
$433K +$87.8K +1,163 +25%
Stifel Financial
31
Stifel Financial
Missouri
$393K +$44.1K +584 +13%
AF
32
Allworth Financial
California
$367K +$302 +4 +0.1%
IAS
33
Insigneo Advisory Services
Florida
$353K +$352K +4,662 New
HIM
34
Hanlon Investment Management
New Jersey
$344K +$25K +331 +8%
BPA
35
Beacon Pointe Advisors
California
$343K -$26.4K -350 -7%
1W
36
1776 Wealth
Georgia
$334K -$190K -2,522 -36%
HighTower Advisors
37
HighTower Advisors
Illinois
$327K – – –
FAM
38
Flaharty Asset Management
Florida
$306K – – –
HF
39
HRT Financial
New York
$301K +$301K +3,992 New
NHC
40
Nicholas Hoffman & Company
Georgia
$283K – – –
SAM
41
Smartleaf Asset Management
Massachusetts
$281K +$280K +3,716 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$261K +$260K +3,446 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$251K +$250K +3,313 New
SDH
44
Sloy Dahl & Holst
Washington
$248K – – –
SQA
45
Simon Quick Advisors
New Jersey
$232K +$231K +3,066 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$230K -$1.89K -25 -0.8%
MA
47
Mutual Advisors
Nebraska
$223K -$1.36K -18 -0.6%
CA
48
Calton & Associates
Florida
$210K -$9.81K -130 -4%
Wells Fargo
49
Wells Fargo
California
$186K +$185K +2,453 New
CA
50
CoreCap Advisors
Michigan
$117K +$35.5K +470 +44%
1
2
3

RAVI Hedge Fund Activity: Q3 2025 in Review

68 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q3 2025, worth a combined $1.29B — up 6.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new RAVI positions and 7 closed out — a net gain of 11 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.9M. The largest seller was Jane Street, cutting an estimated $3.08M.

  • 68 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $1.29B of FlexShares Ultra-Short Income Fund stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 18 funds opened new FlexShares Ultra-Short Income Fund positions in Q3 2025 and 7 closed out, a net change of +11 holders.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q3 2025 was Northern Trust, an estimated $77.9M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q3 2025 was Jane Street, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2025.