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FlexShares Ultra-Short Income Fund

54 hedge funds and large institutions have $1.15B invested in FlexShares Ultra-Short Income Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$64.9M)

0.1% less ownership

Funds ownership: 92.74%92.63% (-0.1%)

8% less funds holding

Funds holding: 5954 (-5)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.09B +$64.6M +856,896 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M -$952K -12,627 -9%
LPL Financial
3
LPL Financial
California
$8.52M -$691K -9,171 -8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.08M -$4.43M -58,828 -42%
Citadel Advisors
5
Citadel Advisors
Florida
$5.93M +$5.92M +78,491 New
MML Investors Services
6
MML Investors Services
Massachusetts
$5.51M +$756K +10,027 +16%
CL
7
CIM LLC
New York
$5.44M +$106K +1,405 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.84M +$428K +5,678 +10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.54M +$617K +8,191 +32%
BCM
10
Boltwood Capital Management
California
$1.81M -$251K -3,334 -12%
KFS
11
Keynote Financial Services
Connecticut
$1.56M +$1.33M +17,614 +591%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.14M -$5.5K -73 -0.5%
AI
13
Auour Investments
Massachusetts
$1.11M -$29.5K -392 -3%
IFA
14
Interactive Financial Advisors
Illinois
$945K -$537K -7,119 -36%
Osaic Holdings
15
Osaic Holdings
Arizona
$838K +$85.6K +1,136 +11%
SOS
16
Silver Oak Securities
Tennessee
$828K +$4.45K +59 +0.5%
JWCA
17
J.W. Cole Advisors
Florida
$820K -$9.65K -128 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$754K -$5.58K -74 -0.7%
GT
19
Greenleaf Trust
Michigan
$701K -$370K -4,912 -35%
RMAM
20
Raab & Moskowitz Asset Management
New Jersey
$607K -$377 -5 -0.1%
GWP
21
Gateway Wealth Partners
Wisconsin
$566K -$5.65K -75 -1%
Jane Street
22
Jane Street
New York
$553K +$552K +7,318 New
1W
23
1776 Wealth
Georgia
$524K
TRCT
24
Tower Research Capital (TRC)
New York
$398K +$396K +5,259 +525,900%
BPA
25
Beacon Pointe Advisors
California
$370K -$150K -1,991 -29%

RAVI Hedge Fund Activity: Q1 2025 in Review

54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q1 2025, worth a combined $1.15B — up 6% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of RAVI and 9 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Northern Trust, adding an estimated $64.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $4.43M.

  • 54 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q1 2025, down from 59 in Q4 2024.
  • Funds reported $1.15B of FlexShares Ultra-Short Income Fund stock for Q1 2025, up 6% quarter-over-quarter.
  • 9 funds opened new FlexShares Ultra-Short Income Fund positions in Q1 2025 and 14 closed out, a net change of -5 holders.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q1 2025 was Northern Trust, an estimated $64.6M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2025.