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FlexShares Ultra-Short Income Fund

58 hedge funds and large institutions have $1.21B invested in FlexShares Ultra-Short Income Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more funds holding

Funds holding: 5458 (+4)

5% more capital invested

Capital invested by funds: $1.15B → $1.21B (+$63.3M)

0.91% more ownership

Funds ownership: 92.63%93.55% (+0.91%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
17
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.12B +$34.9M +464,161 +3%
TA
2
Tactive Advisors
Florida
$12.6M +$12.6M +166,901 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M +$5.96M +79,186 +124%
IFA
4
Interactive Financial Advisors
Illinois
$9.47M +$8.5M +112,907 +903%
LPL Financial
5
LPL Financial
California
$8.93M +$413K +5,494 +5%
Morgan Stanley
6
Morgan Stanley
New York
$8.24M -$985K -13,088 -11%
MML Investors Services
7
MML Investors Services
Massachusetts
$7.84M +$2.32M +30,872 +42%
CL
8
CIM LLC
New York
$5.55M +$112K +1,494 +2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$4.5M -$1.56M -20,676 -26%
Jane Street
10
Jane Street
New York
$4M +$3.43M +45,612 +623%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.52M -$14.7K -195 -0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$2.05M -$3.86M -51,339 -65%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.67M +$834K +11,081 +100%
BCM
14
Boltwood Capital Management
California
$1.56M -$243K -3,233 -13%
KFS
15
Keynote Financial Services
Connecticut
$1.51M -$48K -638 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.5M +$358K +4,761 +31%
FTUS
17
Flow Traders U.S.
New York
$1.18M +$1.17M +15,556 New
AI
18
Auour Investments
Massachusetts
$1.12M +$4.97K +66 +0.4%
SOS
19
Silver Oak Securities
Tennessee
$782K -$45.9K -610 -6%
JWCA
20
J.W. Cole Advisors
Florida
$763K -$56.8K -755 -7%
KAS
21
Kestra Advisory Services
Texas
$616K +$407K +5,409 +197%
GT
22
Greenleaf Trust
Michigan
$616K -$83.5K -1,110 -12%
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$606K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$537K -$216K -2,867 -29%
1W
25
1776 Wealth
Georgia
$524K

RAVI Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q2 2025, worth a combined $1.21B — up 5.5% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new RAVI positions and 10 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Northern Trust, adding an estimated $34.9M. The largest seller was Citadel Advisors, cutting an estimated $3.86M.

  • 58 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $1.21B of FlexShares Ultra-Short Income Fund stock for Q2 2025, up 5.5% quarter-over-quarter.
  • 15 funds opened new FlexShares Ultra-Short Income Fund positions in Q2 2025 and 10 closed out, a net change of +5 holders.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q2 2025 was Northern Trust, an estimated $34.9M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q2 2025 was Citadel Advisors, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2025.