We are live on ! Find out more
RAVI icon

FlexShares Ultra-Short Income Fund

76 hedge funds and large institutions have $1.29B invested in FlexShares Ultra-Short Income Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

15% more funds holding

Funds holding: 6676 (+10)

3% more capital invested

Capital invested by funds: $1.25B → $1.29B (+$32.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 90.79%90.79% (+0%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
19
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$222K +$222K +2,943 New
UBS Group
52
UBS Group
Switzerland
$172K +$172K +2,284 New
CA
53
CoreCap Advisors
Michigan
$150K -$528 -7 -0.4%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$113K +$113K +1,502 New
EWA
55
EverSource Wealth Advisors
Alabama
$75.1K
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$71.5K -$29.3K -388 -29%
TRCT
57
Tower Research Capital (TRC)
New York
$54K +$53.9K +715 +71,500%
AAP
58
Arax Advisory Partners
Colorado
$52.7K
MCM
59
MAI Capital Management
Ohio
$44.1K
Wells Fargo
60
Wells Fargo
California
$38.7K -$199K -2,640 -84%
BFP
61
Birchwood Financial Partners
Minnesota
$28.3K -$28.3K -375 -50%
EP
62
Essential Partners
California
$18.6K +$18.6K +246 New
QC
63
Quent Capital
New York
$15.6K
RPC
64
Rossmore Private Capital
Connecticut
$15.6K
US Bancorp
65
US Bancorp
Minnesota
$15.2K +$15.2K +202 New
FFA
66
Farther Finance Advisors
California
$14.6K +$151 +2 +1%
HI
67
Harbour Investments
Wisconsin
$13.3K +$8.22K +109 +163%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$11.6K +$11.6K +154 New
NA
69
NewEdge Advisors
Louisiana
$11.5K
CFD
70
Creative Financial Designs
Indiana
$8.6K +$6.94K +92 +418%
MWPCG
71
Measured Wealth Private Client Group
New Hampshire
$6.64K
KFG
72
Kingdom Financial Group
Arizona
$5.43K +$5.43K +72 New
LAS
73
Lloyd Advisory Services
Georgia
$5.43K +$5.43K +72 New
SIS
74
Sound Income Strategies
Florida
$4.58K +$4.6K +61 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$4.07K +$1.66K +22 +69%