RAVI icon

FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

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
Holders
54
Holders Change
-5
Holders Change %
-8.47%
% of All Funds
0.73%
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
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$64.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.93M
3
KFS
Keynote Financial Services
Connecticut
+$1.33M
4
MML Investors Services
MML Investors Services
Massachusetts
+$758K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$619K

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.45M
2
CPIG
Chicago Partners Investment Group
Illinois
-$3.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.16M
4
Morgan Stanley
Morgan Stanley
New York
-$954K
5
LPL Financial
LPL Financial
California
-$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.09B +$64.8M +856,896 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.23M -$954K -12,627 -9%
LPL Financial
3
LPL Financial
California
$8.52M -$693K -9,171 -8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$6.08M -$4.45M -58,828 -42%
Citadel Advisors
5
Citadel Advisors
Florida
$5.93M +$5.93M +78,491 New
MML Investors Services
6
MML Investors Services
Massachusetts
$5.52M +$758K +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 +$429K +5,678 +10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$2.54M +$619K +8,191 +32%
BCM
10
Boltwood Capital Management
California
$1.81M -$252K -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 -$5.52K -73 -0.5%
AI
13
Auour Investments
Massachusetts
$1.11M -$29.6K -392 -3%
IFA
14
Interactive Financial Advisors
Illinois
$945K -$538K -7,119 -36%
Osaic Holdings
15
Osaic Holdings
Arizona
$838K +$86K +1,136 +11%
SOS
16
Silver Oak Securities
Tennessee
$828K +$4.46K +59 +0.5%
JWCA
17
J.W. Cole Advisors
Florida
$820K -$9.68K -128 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$754K -$5.59K -74 -0.7%
GT
19
Greenleaf Trust
Michigan
$701K -$371K -4,912 -35%
RMAM
20
Raab & Moskowitz Asset Management
New Jersey
$607K -$378 -5 -0.1%
GWP
21
Gateway Wealth Partners
Wisconsin
$566K -$5.67K -75 -1%
Jane Street
22
Jane Street
New York
$553K +$553K +7,318 New
1W
23
1776 Wealth
Georgia
$524K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$398K +$397K +5,259 +525,900%
BPA
25
Beacon Pointe Advisors
California
$370K -$150K -1,991 -29%
1
2 3