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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
Comerica Bank
51
Comerica Bank
Texas
$114K – – –
EWA
52
EverSource Wealth Advisors
Alabama
$84.8K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$50.2K +$50.1K +664 New
MCM
54
MAI Capital Management
Ohio
$44.2K -$33.7K -447 -43%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$38.9K -$36.9K -489 -49%
AIM
56
Arcadia Investment Management
Michigan
$25.3K – – –
QC
57
Quent Capital
New York
$15.7K +$15.6K +207 New
RPC
58
Rossmore Private Capital
Connecticut
$15.7K +$15.6K +207 New
NA
59
NewEdge Advisors
Louisiana
$12K +$12K +159 New
MA
60
Marquette Associates
Illinois
$8.92K -$1.13K -15 -11%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$6.66K +$6.64K +88 New
HI
62
Harbour Investments
Wisconsin
$5.07K – – –
JP Morgan Chase
63
JP Morgan Chase
New York
$4.92K – – –
CFD
64
Creative Financial Designs
Indiana
$3.33K +$3.09K +41 +1,367%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K +$75 +1 +3%
UBS Group
66
UBS Group
Switzerland
$1.74K +$1.74K +23 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$227 +$226 +3 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$76 +$75 +1 New
FTUS
69
Flow Traders U.S.
New York
– -$1.18M -15,556 Closed
GT
70
Greenleaf Trust
Michigan
– -$616K -8,159 Closed
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
– -$264K -3,501 Closed
FFM
72
Forum Financial Management
Illinois
– -$200K -2,655 Closed
Raymond James Financial
73
Raymond James Financial
Florida
– -$101K -1,334 Closed
CIA
74
Cape Investment Advisory
Georgia
– -$10.1K -134 Closed
SIS
75
Sound Income Strategies
Florida
– -$243 -3 Closed
1 2
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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.