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FlexShares Ultra-Short Income Fund (RAVI) Institutional Ownership

$75.18 0.00 (0.00%)
As of 09/4/2026 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)
40
Total
Institutional Inflows
(last 12 months)
$90.64M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$41.79M
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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
9/2/2026 Citadel Advisors LLC21,142$1.59M0.0%-60.3%0.107%
8/22/2026 Legacy Wealth Managment LLC ID7,511$566K0.2%+27.6%0.038%
8/21/2026 Beacon Financial Advisory LLC13,892$1.05M0.2%+14.2%0.070%
7/9/2026 Tactive Advisors LLC152,755$11.52M2.8%+1.0%0.791%
7/6/2026 Boltwood Capital Management18,973$1.43M0.3%-5.5%0.098%
5/21/2026 Raab & Moskowitz Asset Management LLC8,050$607K0.1%+2.4%0.043%
5/19/2026 Cim LLC78,818$5.94M0.9%+1.4%0.424%
5/18/2026 Royal Bank of Canada4,404$332K0.0%+6.8%0.024%
5/15/2026 Gateway Wealth Partners LLC4,218$318K0.0%N/A0.023%
5/14/2026 Keynote Financial Services LLC13,714$1.03M0.5%-8.4%0.074%
5/13/2026 Cetera Investment Advisers17,903$1.35M0.0%-10.3%0.096%
5/7/2026 Legacy Wealth Managment LLC ID5,888$444K0.2%-64.1%0.032%
5/6/2026 Independent Financial Group LLC19,252$1.45M0.0%N/A0.104%
5/6/2026 Birchwood Financial Partners Inc.375$28K0.0%-50.0%0.002%
5/5/2026 Flynn Zito Capital Management LLC2,943$222K0.1%N/A0.016%
5/1/2026 Fifth Third Bancorp1,502$113K0.0%N/A0.008%
4/30/2026 Kestra Advisory Services LLC14,199$1.07M0.0%+12.8%0.076%
4/29/2026 Nicholas Hoffman & Company LLC.3,405$257K0.0%-8.9%0.018%
4/29/2026 Interactive Financial Advisors Inc.126,541$9.54M6.1%+2.6%0.679%
4/28/2026 Walkner Condon Financial Advisors LLC3,415$258K0.0%N/A0.018%
4/28/2026 Beacon Financial Advisory LLC12,162$917K0.2%+40.2%0.065%
4/20/2026 Auour Investments LLC15,479$1.17M0.4%+2.7%0.082%
4/16/2026 Tactive Advisors LLC151,270$11.41M3.2%+7.9%0.805%
4/16/2026 Founders Financial Securities LLC3,697$278K0.0%-32.2%0.020%
2/20/2026 Cambient Family Office LLC3,423$258K0.0%N/A0.019%
2/19/2026 Birchwood Financial Partners Inc.750$57K0.1%N/A0.004%
2/18/2026 Cim LLC77,760$5.86M0.8%+4.4%0.421%
2/18/2026 VestGen Investment Management4,237$319K0.2%-7.0%0.023%
2/17/2026 Cetera Investment Advisers19,969$1.51M0.0%+1.8%0.108%
2/17/2026 Northern Trust Corp15,456,034$1.16B0.1%-2.6%83.637%
2/17/2026 Osaic Holdings Inc.17,421$1.31M0.0%-21.5%0.094%
2/17/2026 Royal Bank of Canada4,125$311K0.0%-42.5%0.022%
2/17/2026 Beacon Financial Advisory LLC8,673$654K0.2%+37.9%0.047%
2/16/2026 MML Investors Services LLC109,835$8.28M0.0%+1.0%0.594%
2/16/2026 Arax Advisory Partners699$53K0.0%N/A0.004%
2/13/2026 Kestra Advisory Services LLC12,588$949K0.0%+13.5%0.068%
2/13/2026 Stifel Financial Corp5,420$409K0.0%+4.2%0.029%
2/13/2026 Wells Fargo & Company MN3,153$238K0.0%+28.5%0.017%
2/13/2026 Keynote Financial Services LLC14,966$1.13M0.6%-8.4%0.081%
2/12/2026 Bank of Montreal Can1,336$101K0.0%+159.4%0.007%
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2/11/2026 LPL Financial LLC122,258$9.22M0.0%+4.6%0.662%
2/11/2026 J.W. Cole Advisors Inc.10,179$767K0.0%+2.2%0.055%
2/10/2026 Calton & Associates Inc.5,078$383K0.1%+82.6%0.027%
2/10/2026 Founders Financial Securities LLC5,456$411K0.0%N/A0.030%
2/9/2026 Interactive Financial Advisors Inc.123,302$9.29M6.0%-4.1%0.667%
2/3/2026 Legacy Wealth Managment LLC ID16,398$1.24M0.6%+75.3%0.089%
2/3/2026 F m Investments LLC11,552$870K0.0%+34.9%0.063%
2/2/2026 Horizon Investments LLC5,289$399K0.0%N/A0.029%
1/21/2026 Flagship Harbor Advisors LLC500$38K0.0%N/A0.003%
1/15/2026 Silver Oak Securities Incorporated7,040$530K0.0%-29.9%0.038%
1/13/2026 CoreCap Advisors LLC1,997$151K0.0%+29.4%0.011%
1/9/2026 Tactive Advisors LLC140,156$10.56M3.1%-6.9%0.764%
1/8/2026 Wealth Enhancement Advisory Services LLC35,274$2.66M0.0%-23.8%0.192%
1/2/2026 Boltwood Capital Management20,073$1.51M0.4%-2.0%0.111%
11/17/2025 Susquehanna International Group LLP3,446$261K0.0%N/A0.019%
11/17/2025 Northern Trust Corp15,864,720$1.20B0.2%+7.0%87.554%
11/17/2025 Citadel Advisors LLC7,903$598K0.0%-70.9%0.044%
11/17/2025 Alliancebernstein L.P.16,886$1.28M0.0%N/A0.093%
11/14/2025 Creative Planning7,587$574K0.0%+54.7%0.042%
11/14/2025 Cim LLC74,502$5.64M0.7%+1.4%0.411%
11/14/2025 Tower Research Capital LLC TRC 9,552$722K0.0%+955,100.0%0.053%
11/14/2025 F m Investments LLC8,566$648K0.0%+184.9%0.047%
11/13/2025 Pinnacle Associates Ltd.5,728$433K0.0%+25.5%0.032%
11/12/2025 Insigneo Advisory Services LLC4,662$353K0.0%N/A0.026%
11/10/2025 MAI Capital Management585$44K0.0%-43.3%0.003%
11/7/2025 Fifth Third Bancorp664$50K0.0%N/A0.004%
11/6/2025 1776 Wealth LLC4,413$334K0.1%-36.4%0.024%
11/5/2025 Smartleaf Asset Management LLC3,716$281K0.0%N/A0.021%
11/5/2025 J.W. Cole Advisors Inc.9,964$754K0.0%-1.3%0.055%
11/5/2025 Envestnet Asset Management Inc.145,281$10.99M0.0%+1.5%0.802%
10/31/2025 Keynote Financial Services LLC16,345$1.24M0.7%-18.1%0.090%
10/29/2025 Wealth Enhancement Advisory Services LLC46,313$3.49M0.0%-22.6%0.256%
10/29/2025 Interactive Financial Advisors Inc.128,538$9.72M5.3%+2.5%0.709%
10/29/2025 Beacon Financial Advisory LLC6,288$476K0.1%N/A0.035%
10/22/2025 CoreCap Advisors LLC1,543$117K0.0%+43.8%0.009%
10/21/2025 Simon Quick Advisors LLC3,066$232K0.0%N/A0.017%
10/21/2025 Silver Oak Securities Incorporated10,038$759K0.1%-3.1%0.055%
10/14/2025 Tactive Advisors LLC150,567$11.39M3.2%-9.8%0.829%
10/6/2025 Boltwood Capital Management20,473$1.55M0.4%-1.2%0.112%
9/4/2025 Osaic Holdings Inc.22,152$1.67M0.0%+100.1%0.125%
8/19/2025 Cim LLC73,496$5.55M0.7%+2.1%0.414%
8/18/2025 Tactive Advisors LLC166,901$12.60M4.1%N/A0.940%
8/15/2025 MML Investors Services LLC103,839$7.84M0.0%+42.3%0.585%
8/14/2025 Jane Street Group LLC52,930$4.00M0.0%+623.3%0.298%
8/14/2025 Raymond James Financial Inc.1,334$101K0.0%N/A0.008%
8/13/2025 Flow Traders U.S. LLC15,556$1.18M0.0%N/A0.088%
8/13/2025 Baird Financial Group Inc.33,390$2.52M0.0%-0.6%0.188%
8/13/2025 EverSource Wealth Advisors LLC1,121$85K0.0%N/A0.006%
8/13/2025 F m Investments LLC3,007$227K0.0%N/A0.017%
8/12/2025 J.W. Cole Advisors Inc.10,098$763K0.0%-7.0%0.057%
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8/8/2025 Cetera Investment Advisers19,890$1.50M0.0%+31.5%0.112%
8/8/2025 Creative Planning4,905$370K0.0%N/A0.028%
8/7/2025 Keynote Financial Services LLC19,955$1.51M1.0%-3.1%0.112%
8/6/2025 Legacy Wealth Managment LLC ID1,343$101K0.1%N/A0.008%
8/5/2025 Bank of Montreal Can1,004$76K0.0%+97.6%0.006%
8/1/2025 Envestnet Asset Management Inc.143,200$10.81M0.0%+123.7%0.804%
7/31/2025 VestGen Investment Management4,223$319K0.2%N/A0.024%
7/29/2025 Interactive Financial Advisors Inc.125,406$9.47M4.6%+903.3%0.704%
7/28/2025 Mutual Advisors LLC2,965$224K0.0%N/A0.017%
7/17/2025 Greenleaf Trust8,159$616K0.0%-12.0%0.047%


RAVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were Northern Trust Corp ($1.16B), Tactive Advisors LLC ($11.52M), Envestnet Asset Management Inc. ($10.99M), Interactive Financial Advisors Inc. ($9.54M), LPL Financial LLC ($9.22M), MML Investors Services LLC ($8.28M), and Cim LLC ($5.94M).Learn more on FlexShares Ultra-Short Income Fund's institutional investors.

Of the 67 institutional investors that purchased FlexShares Ultra-Short Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($3.14M), Tactive Advisors LLC ($179.50K), Interactive Financial Advisors Inc. ($129.91K), Envestnet Asset Management Inc. ($86.95K), Jane Street Group LLC ($52.93K), MML Investors Services LLC ($43.15K), and Flow Traders U.S. LLC ($28.80K).

Institutional investors have bought a total of 1,198,776 shares in the last 24 months. This purchase volume represents approximately $90.64M in transactions.

Of the 19 institutional investors that sold FlexShares Ultra-Short Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northern Trust Corp ($408.69K), Citadel Advisors LLC ($51.41K), Tactive Advisors LLC ($26.75K), Wealth Enhancement Advisory Services LLC ($24.53K), Legacy Wealth Managment LLC ID ($10.51K), Keynote Financial Services LLC ($6.24K), and Interactive Financial Advisors Inc. ($5.24K).

Institutional investors have sold a total of 554,188 shares in the last 24 months. This volume of shares sold represents approximately $41.79M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RAVI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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