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FlexShares Ultra-Short Income Fund

66 hedge funds and large institutions have $1.25B invested in FlexShares Ultra-Short Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $1.29B → $1.25B (-$39.5M)

2.69% less ownership

Funds ownership: 93.48%90.79% (-2.7%)

3% less funds holding

Funds holding: 6866 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
18
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.16B -$30.8M -408,686 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.8M -$131K -1,731 -1%
TA
3
Tactive Advisors
Florida
$10.6M -$786K -10,411 -7%
IFA
4
Interactive Financial Advisors
Illinois
$9.29M -$395K -5,236 -4%
LPL Financial
5
LPL Financial
California
$9.21M +$406K +5,379 +5%
Morgan Stanley
6
Morgan Stanley
New York
$9.03M +$1.04M +13,839 +13%
MML Investors Services
7
MML Investors Services
Massachusetts
$8.28M +$85.3K +1,131 +1%
CL
8
CIM LLC
New York
$5.86M +$246K +3,258 +4%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.66M -$833K -11,039 -24%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.18M -$8.38K -111 -0.4%
BCM
11
Boltwood Capital Management
California
$1.51M -$30.2K -400 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.51M +$26.3K +349 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.31M -$360K -4,775 -22%
LWMI
14
Legacy Wealth Management (Idaho)
Idaho
$1.24M +$532K +7,045 +75%
AI
15
Auour Investments
Massachusetts
$1.14M +$9.88K +131 +0.9%
KFS
16
Keynote Financial Services
Connecticut
$1.13M -$104K -1,379 -8%
KAS
17
Kestra Advisory Services
Texas
$949K +$113K +1,502 +14%
FMI
18
F/M Investments
District of Columbia
$870K +$225K +2,986 +35%
Creative Planning
19
Creative Planning
Kansas
$778K +$207K +2,738 +36%
JWCA
20
J.W. Cole Advisors
Florida
$767K +$16.2K +215 +2%
BFA
21
Beacon Financial Advisory
Ohio
$654K +$180K +2,385 +38%
RMAM
22
Raab & Moskowitz Asset Management
New Jersey
$592K -$4.91K -65 -0.8%
SOS
23
Silver Oak Securities
Tennessee
$530K -$226K -2,998 -30%
PA
24
Pinnacle Associates
New York
$432K
FFS
25
Founders Financial Securities
Maryland
$411K +$412K +5,456 New