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FlexShares Ultra-Short Income Fund

66 hedge funds and large institutions have $1.25B invested in FlexShares Ultra-Short Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$39.5M)

2.69% less ownership

Funds ownership: 93.48%90.79% (-2.7%)

3% less funds holding

Funds holding: 6866 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
18
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$409K +$16.4K +218 +4%
Bessemer Group
27
Bessemer Group
New Jersey
$401K +$402K +5,324 New
HI
28
Horizon Investments
North Carolina
$399K +$399K +5,289 New
CA
29
Calton & Associates
Florida
$383K +$173K +2,297 +83%
AF
30
Allworth Financial
California
$359K -$6.41K -85 -2%
BPA
31
Beacon Pointe Advisors
California
$342K
1W
32
1776 Wealth
Georgia
$333K
HighTower Advisors
33
HighTower Advisors
Illinois
$325K
HIM
34
Hanlon Investment Management
New Jersey
$319K -$23.9K -317 -7%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$311K -$230K -3,045 -42%
FAM
36
Flaharty Asset Management
Florida
$304K
NHC
37
Nicholas Hoffman & Company
Georgia
$282K
CFO
38
Cambient Family Office
Michigan
$258K +$258K +3,423 New
SDH
39
Sloy Dahl & Holst
Washington
$248K
Wells Fargo
40
Wells Fargo
California
$238K +$52.8K +700 +29%
SQA
41
Simon Quick Advisors
New Jersey
$231K
MA
42
Mutual Advisors
Nebraska
$222K
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$203K -$27.1K -359 -12%
CA
44
CoreCap Advisors
Michigan
$151K +$34.3K +454 +29%
Comerica Bank
45
Comerica Bank
Texas
$113K -$679 -9 -0.6%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$101K +$62K +821 +159%
EWA
47
EverSource Wealth Advisors
Alabama
$75.1K -$9.43K -125 -11%
BFP
48
Birchwood Financial Partners
Minnesota
$56.5K +$56.6K +750 New
AAP
49
Arax Advisory Partners
Colorado
$52.7K +$52.7K +699 New
MCM
50
MAI Capital Management
Ohio
$44.1K