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FlexShares Ultra-Short Income Fund

76 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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

15% more funds holding

Funds holding: 6676 (+10)

3% more capital invested

Capital invested by funds: $1.25B → $1.29B (+$32.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

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

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
76
Holders Change
+10
Holders Change %
+15.15%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
19
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.18B +$18.7M +247,647 +2%
Morgan Stanley
2
Morgan Stanley
New York
$12.8M +$3.76M +49,891 +42%
TA
3
Tactive Advisors
Florida
$11.4M +$839K +11,114 +8%
IFA
4
Interactive Financial Advisors
Illinois
$9.54M +$244K +3,239 +3%
LPL Financial
5
LPL Financial
California
$9.03M -$186K -2,465 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$8.69M +$8.69M +115,236 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.74M -$3.08M -40,870 -28%
CL
8
CIM LLC
New York
$5.94M +$79.8K +1,058 +1%
MML Investors Services
9
MML Investors Services
Massachusetts
$4.78M -$3.5M -46,380 -42%
Citadel Advisors
10
Citadel Advisors
Florida
$4.02M +$4.02M +53,300 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.13M -$50.8K -673 -2%
FTUS
12
Flow Traders U.S.
New York
$1.7M +$1.7M +22,596 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.53M -$1.13M -14,936 -42%
BCM
14
Boltwood Capital Management
California
$1.51M
IFG
15
Independent Financial Group
California
$1.45M +$1.45M +19,252 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.35M -$156K -2,066 -10%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.21M -$105K -1,396 -8%
AI
18
Auour Investments
Massachusetts
$1.17M +$31.2K +414 +3%
KAS
19
Kestra Advisory Services
Texas
$1.07M +$122K +1,611 +13%
KFS
20
Keynote Financial Services
Connecticut
$1.03M -$94.5K -1,252 -8%
BFA
21
Beacon Financial Advisory
Ohio
$917K +$263K +3,489 +40%
Jane Street
22
Jane Street
New York
$834K +$834K +11,055 New
EIA
23
Emerald Investment Advisers
Pennsylvania
$763K +$763K +10,116 New
JP Morgan Chase
24
JP Morgan Chase
New York
$717K +$711K +9,422 +9,918%
RMAM
25
Raab & Moskowitz Asset Management
New Jersey
$607K +$14.3K +190 +2%