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FlexShares Ultra-Short Income Fund

75 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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0% less ownership

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

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$222K
UBS Group
52
UBS Group
Switzerland
$172K
CA
53
CoreCap Advisors
Michigan
$150K
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$113K
EWA
55
EverSource Wealth Advisors
Alabama
$75.1K
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$71.5K
TRCT
57
Tower Research Capital (TRC)
New York
$54K
AAP
58
Arax Advisory Partners
Colorado
$52.7K
MCM
59
MAI Capital Management
Ohio
$44.1K
Wells Fargo
60
Wells Fargo
California
$38.7K
BFP
61
Birchwood Financial Partners
Minnesota
$28.3K
EP
62
Essential Partners
California
$18.6K
RPC
63
Rossmore Private Capital
Connecticut
$15.6K
QC
64
Quent Capital
New York
$15.6K
US Bancorp
65
US Bancorp
Minnesota
$15.2K
FFA
66
Farther Finance Advisors
California
$14.6K
HI
67
Harbour Investments
Wisconsin
$13.3K
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$11.6K
CFD
69
Creative Financial Designs
Indiana
$8.6K
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
$6.64K
LAS
71
Lloyd Advisory Services
Georgia
$5.43K
KFG
72
Kingdom Financial Group
Arizona
$5.43K
SIS
73
Sound Income Strategies
Florida
$4.58K
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.07K
AWM
75
AE Wealth Management
Kansas
$3.39K