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FlexShares Ultra-Short Income Fund (RAVI) Institutional Ownership

FlexShares Ultra-Short Income Fund logo
$75.11 +0.04 (+0.05%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares Ultra-Short Income Fund (NYSEARCA:RAVI)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$103.29M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$21.36M
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RAVI Institutional Buying and Selling by Quarter

FlexShares Ultra-Short Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Forum Financial Management LP2,655$201K0.0%N/A0.016%
5/1/2025 Auour Investments LLC14,773$1.11M0.4%-2.6%0.091%
4/30/2025 Allworth Financial LP4,846$365K0.0%-10.6%0.030%
4/30/2025 Greenleaf Trust9,269$701K0.0%-34.6%0.057%
4/29/2025 Envestnet Asset Management Inc.64,014$4.84M0.0%+9.7%0.392%
4/29/2025 Interactive Financial Advisors Inc.12,499$945K0.5%-36.3%0.077%
4/29/2025 Bank of New York Mellon Corp3,534$267K0.0%N/A0.022%
4/29/2025 Olde Wealth Management LLC783$59K0.0%N/A0.005%
4/22/2025 TrueMark Investments LLC2,722$206K0.1%-22.5%0.017%
4/22/2025 Cambridge Investment Research Advisors Inc.3,091$234K0.0%+9.7%0.019%
4/16/2025 Wealth Enhancement Advisory Services LLC80,478$6.08M0.0%-42.2%0.493%
4/10/2025 Boltwood Capital Management23,956$1.81M0.6%-12.2%0.146%
3/17/2025 Wealth Enhancement Advisory Services LLC139,306$10.47M0.0%-7.4%0.864%
3/3/2025Cim LLC70,597$5.31M0.8%+1.8%0.435%
2/27/2025 XY Planning Network Inc.6,016$452K0.3%N/A0.037%
2/17/2025Cetera Investment Advisers15,202$1.14M0.0%-4.8%0.099%
2/17/2025Baird Financial Group Inc.25,394$1.91M0.0%-14.5%0.166%
2/17/2025Bank of America Corp DE700$53K0.0%N/A0.005%
2/17/2025Ancora Advisors LLC2,765$208K0.0%-32.8%0.018%
2/14/2025Northern Trust Corp13,511,678$1.02B0.1%+10.2%88.369%
2/14/2025Susquehanna International Group LLP42,028$3.16M0.0%-3.7%0.275%
2/14/2025Stifel Financial Corp8,355$628K0.0%+48.0%0.055%
2/14/2025MML Investors Services LLC62,940$4.73M0.0%+1.7%0.412%
2/13/2025Operose Advisors LLC792$60K0.0%N/A0.005%
2/13/2025 Envestnet Asset Management Inc.58,336$4.39M0.0%-2.3%0.382%
2/12/2025OLD Mission Capital LLC4,430$333K0.0%N/A0.029%
2/12/2025 TrueMark Investments LLC3,513$264K0.1%N/A0.023%
2/11/2025LPL Financial LLC121,941$9.17M0.0%-1.8%0.798%
2/10/2025Commonwealth Equity Services LLC3,562$268K0.0%-22.4%0.023%
2/6/2025 Interactive Financial Advisors Inc.19,618$1.48M0.8%+118.3%0.128%
2/5/2025Keynote Financial Services LLC2,979$224K0.2%+9.8%0.019%
2/3/2025 Arcadia Investment Management Corp MI334$25K0.0%N/A0.002%
2/3/2025 Auour Investments LLC15,165$1.15M0.4%+1.3%0.099%
1/31/2025J.W. Cole Advisors Inc.10,981$825K0.0%-7.2%0.072%
1/30/2025 Allworth Financial LP5,420$409K0.0%-25.1%0.035%
1/30/2025 Principal Securities Inc.450$34K0.0%+50.0%0.003%
1/29/2025Raab & Moskowitz Asset Management LLC8,030$604K0.1%-4.7%0.053%
1/28/2025 Kingsview Wealth Management LLC3,247$244K0.0%N/A0.021%
1/27/2025 Silver Oak Securities Incorporated10,905$820K0.1%-25.1%0.071%
1/24/2025Lunt Capital Management Inc.4,130$310K0.1%-32.6%0.027%
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1/24/2025 Greenleaf Trust14,181$1.07M0.0%-3.1%0.093%
1/23/2025 Gateway Wealth Partners LLC7,560$568K0.1%-1.8%0.049%
1/15/2025 Wealthcare Advisory Partners LLC5,193$390K0.0%-7.7%0.034%
1/15/2025 Inspirion Wealth Advisors LLC3,304$249K0.0%N/A0.022%
1/6/2025 Boltwood Capital Management27,290$2.05M0.6%-14.6%0.178%
11/15/2024Raab & Moskowitz Asset Management LLC8,430$638K0.2%-1.7%0.055%
11/15/2024MML Investors Services LLC61,877$4.68M0.0%+19.5%0.405%
11/15/2024Jane Street Group LLC4,800$363K0.0%-95.4%0.031%
11/15/2024Stifel Financial Corp5,647$427K0.0%-15.5%0.037%
11/14/2024Flow Traders U.S. LLC13,247$1.00M0.1%N/A0.087%
11/14/2024RPg Family Wealth Advisory LLC2,083$158K0.0%N/A0.014%
11/6/20241776 Wealth LLC6,935$525K0.2%-16.0%0.045%
10/31/2024Keynote Financial Services LLC2,714$205K0.2%-24.9%0.018%
10/30/2024 Auour Investments LLC14,975$1.13M0.4%+2.6%0.098%
10/29/2024Chicago Partners Investment Group LLC48,367$3.65M0.1%+37.9%0.316%
10/24/2024J.W. Cole Advisors Inc.11,833$895K0.0%-5.9%0.077%
10/24/2024 Wealth Enhancement Advisory Services LLC150,375$11.38M0.0%-5.9%0.983%
10/23/2024 Allworth Financial LP7,241$548K0.0%-11.0%0.047%
10/23/2024 Silver Oak Securities Incorporated14,554$1.10M0.1%+44.2%0.095%
10/22/2024 Greenleaf Trust14,631$1.11M0.0%+1.6%0.096%
10/2/2024 Boltwood Capital Management31,965$2.42M0.7%-13.1%0.209%
9/6/2024Cim LLC69,039$5.20M0.8%+3.3%0.452%
8/22/2024Cetera Investment Advisers16,515$1.25M0.0%-3.9%0.108%
8/16/2024 Gateway Wealth Partners LLC7,696$581K0.2%-45.5%0.050%
8/8/2024J.W. Cole Advisors Inc.12,571$949K0.0%-5.2%0.082%
8/8/2024 Envestnet Asset Management Inc.53,835$4.06M0.0%-20.9%0.352%
7/31/2024Commonwealth Equity Services LLC6,724$507K0.0%-30.9%0.044%
7/26/2024Signature Estate & Investment Advisors LLC2,808$212K0.0%N/A0.018%
7/16/2024 Wealth Enhancement Advisory Services LLC159,829$12.06M0.0%-7.9%1.045%
7/8/2024 Boltwood Capital Management36,790$2.78M0.9%-22.2%0.241%
6/13/2024Keynote Financial Services LLC3,614$273K0.2%N/A0.024%
6/4/2024Tactive Advisors LLC80,138$6.05M3.2%+8.5%0.524%
5/24/2024Cetera Advisors LLC2,778$210K0.0%N/A0.018%
5/20/2024Cim LLC66,848$5.04M0.8%+5.9%0.437%
5/17/2024Comerica Bank617$47K0.0%+36.8%0.004%
5/14/2024Freestone Capital Holdings LLC3,026$228K0.0%N/A0.020%
5/2/2024Hanlon Investment Management Inc.3,023$228K0.1%-50.9%0.020%
5/1/2024 Auour Investments LLC14,599$1.10M0.4%+1.1%0.096%
4/30/2024J.W. Cole Advisors Inc.13,260$1M0.1%N/A0.087%
4/30/2024Commonwealth Equity Services LLC9,736$735K0.0%-11.2%0.064%
4/29/2024 Greenleaf Trust14,444$1.09M0.0%+50.5%0.095%
4/16/2024 Wealth Enhancement Advisory Services LLC173,465$13.09M0.0%N/A1.143%
4/15/2024 Wealthcare Advisory Partners LLC7,084$534K0.0%-42.4%0.047%
4/4/2024 Boltwood Capital Management47,265$3.57M1.1%-14.1%0.352%
2/23/2024Cim LLC63,117$4.76M0.8%N/A0.470%
2/13/2024Northern Trust Corp12,290,920$922.21M0.2%+5.9%91.518%
2/13/2024Landmark Financial Advisors LLC181,726$13.64M4.9%-3.3%1.353%
2/9/2024Hanlon Investment Management Inc.6,163$462K0.1%-57.1%0.046%
2/8/2024Beacon Pointe Advisors LLC6,880$516K0.0%-28.9%0.051%
2/6/2024 Wealthcare Advisory Partners LLC12,309$924K0.0%+15.0%0.092%
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2/6/2024 Spire Wealth Management420$32K0.0%-49.1%0.003%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC5,210$391K0.0%+78.8%0.039%
2/5/2024 Silver Oak Securities Incorporated23,866$1.79M0.2%+209.9%0.178%
2/2/2024Raab & Moskowitz Asset Management LLC9,420$707K0.2%-2.6%0.070%
1/31/2024 Greenleaf Trust9,598$720K0.0%-31.4%0.071%
1/30/2024Lunt Capital Management Inc.10,201$765K0.4%-20.4%0.076%
1/24/2024 Allworth Financial LP17,047$1.28M0.0%-14.5%0.127%
1/24/2024 Auour Investments LLC14,447$1.09M0.4%-2.1%0.108%
1/12/2024Cedar Brook Financial Partners LLC2,808$211K0.0%-12.5%0.021%
1/10/2024 Sound Income Strategies LLC695$52K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

RAVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RAVI shares?

During the previous two years, 68 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were Northern Trust Corp ($1.02B), Landmark Financial Advisors LLC ($13.64M), LPL Financial LLC ($9.17M), Sowell Financial Services LLC ($6.41M), Wealth Enhancement Advisory Services LLC ($6.08M), Tactive Advisors LLC ($6.05M), and Cim LLC ($5.31M).Learn more on RAVI's institutional investors.

Which institutional investors have been buying FlexShares Ultra-Short Income Fund stock?

Of the 57 institutional investors that purchased FlexShares Ultra-Short Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($3.46M), Wealth Enhancement Advisory Services LLC ($173.47K), Interactive Financial Advisors Inc. ($91.75K), Cim LLC ($70.26K), Envestnet Asset Management Inc. ($65.30K), Commonwealth Equity Services LLC ($54.05K), and Landmark Financial Advisors LLC ($40.29K).

How much institutional buying is happening at FlexShares Ultra-Short Income Fund?

Institutional investors have bought a total of 4,220,021 shares in the last 24 months. This purchase volume represents approximately $316.94M in transactions.

Which FlexShares Ultra-Short Income Fund major shareholders have been selling company stock?

Of the 36 institutional investors that sold FlexShares Ultra-Short Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($100.26K), Wealth Enhancement Advisory Services LLC ($92.99K), Boltwood Capital Management ($34.88K), Cambridge Investment Research Advisors Inc. ($28.08K), Silver Oak Securities Incorporated ($27.28K), Chicago Partners Investment Group LLC ($24.05K), and Baird Financial Group Inc. ($15.70K).

How much institutional selling is happening at FlexShares Ultra-Short Income Fund?

Institutional investors have sold a total of 453,434 shares in the last 24 months. This volume of shares sold represents approximately $34.17M in transactions.


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This page (NYSEARCA:RAVI) was last updated on 5/3/2025 by MarketBeat.com Staff
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