Who Owns FlexShares Ultra-Short Income Fund (RAVI)?Hedge Fund & Institutional Holders

$75.30-0.05 (-0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.05000000093e+236T

% of Float Held

—

QoQ Change in Holders

+13 / -7

Price History

$75.04$75.19$75.35$75.50$75.66Aug 24Jun 25Mar 26

RAVI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
INTERACTIVE FINANCIAL ADVISORS, INC.New Position+123K+$9.3B
Auour Investments LLCNew Position+15K+$1.1B
KEYNOTE FINANCIAL SERVICES LLCNew Position+15K+$1.1B
J.W. COLE ADVISORS, INC.New Position+10K+$767.0M
Beacon Financial Advisory LLCNew Position+9K+$653.0M
SILVER OAK SECURITIES, INCORPORATEDNew Position+7K+$530.0M
Legacy Wealth Managment, LLC/IDIncreased+7K+$527.6M
Horizon Investments, LLCNew Position+5K+$398.0M
1776 Wealth LLCNew Position+4K+$332.0M
F/m Investments LLCIncreased+3K+$222.2M
Mutual Advisors, LLCNew Position+3K+$222.0M
CoreCap Advisors, LLCNew Position+2K+$150.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+500+$37.0M
Quent Capital, LLCNew Position+207+$15.0M
Farther Finance Advisors, LLCNew Position+192+$14.0M

RAVI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHERN TRUST CORPDecreased-409K-$36.9B
ALLIANCEBERNSTEIN L.P.Closed Position-17K-$1.3B
INTEGRITY ALLIANCE, LLC.Closed Position-15K-$1.1B
JANE STREET GROUP, LLCClosed Position-12K-$916.8M
Tactive Advisors, LLCDecreased-10K-$824.5M
Tower Research Capital LLC (TRC)Decreased-10K-$722.4M
OSAIC HOLDINGS, INC.Decreased-5K-$679.5M
CITADEL ADVISORS LLCClosed Position-8K-$597.7M
ROYAL BANK OF CANADADecreased-3K-$542.0M
Allworth Financial LPDecreased-85-$366.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-3K-$260.6M
Rockefeller Capital Management L.P.Closed Position-3K-$250.6M
Baird Financial Group, Inc.Decreased-111-$194.2M
Caldwell Trust CoClosed Position-2K-$157.6M
EverSource Wealth Advisors, LLCDecreased-125-$84.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHERN TRUST CORP13,937,527$1.1T0.13%Share
2NORTHERN TRUST CORP1,241,869$93.0B0.01%Share
3NORTHERN TRUST CORP276,638$20.0B0.00%Share
4Tactive Advisors, LLC140,156$10.6B3.09%Share
5INTERACTIVE FINANCIAL ADVISORS, INC.123,302$9.3B6.00%Share
6Baird Financial Group, Inc.28,901$2.0B0.00%Share
7Boltwood Capital Management20,073$1.5B0.39%Share
8Legacy Wealth Managment, LLC/ID16,398$1.2B0.59%Share
9Auour Investments LLC15,065$1.1B0.36%Share
10KEYNOTE FINANCIAL SERVICES LLC14,966$1.1B0.63%Share
11OSAIC HOLDINGS, INC.16,832$1.0B0.00%Share
12F/m Investments LLC11,552$870.0M0.03%Share
13J.W. COLE ADVISORS, INC.10,179$767.0M0.02%Share
14Beacon Financial Advisory LLC8,673$653.0M0.15%Share
15Raab & Moskowitz Asset Management LLC7,860$592.0M0.13%Share
16SILVER OAK SECURITIES, INCORPORATED7,040$530.0M0.04%Share
17PINNACLE ASSOCIATES LTD5,728$431.0M0.01%Share
18Horizon Investments, LLC5,289$398.0M0.01%Share
191776 Wealth LLC4,413$332.0M0.12%Share
20VestGen Investment Management4,237$319.0M0.18%Share
21Mutual Advisors, LLC2,947$222.0M0.00%Share
22CoreCap Advisors, LLC1,997$150.0M0.01%Share
23COMERICA BANK1,408$106.0M0.00%Share
24FLAGSHIP HARBOR ADVISORS, LLC500$37.0M0.00%Share
25Quent Capital, LLC207$15.0M0.00%Share
26Farther Finance Advisors, LLC192$14.0M0.00%Share
27ENVESTNET ASSET MANAGEMENT INC143,550$10.0M0.00%Share
28MORGAN STANLEY119,765$9.0M0.00%Share
29LPL Financial LLC122,258$9.0M0.00%Share
30MML INVESTORS SERVICES, LLC109,835$8.0M0.02%Share
31COMERICA BANK94$7.0M0.00%Share
32Measured Wealth Private Client Group, LLC88$6.0M0.00%Share
33Wealth Watch Advisors, INC70$5.0M0.00%Share
34CIM, LLC77,760$5.0M0.66%Share
35WEALTH ENHANCEMENT ADVISORY SERVICES, LLC35,274$2.7M0.00%Share
36Cetera Investment Advisers19,969$1.0M0.00%Share
37CREATIVE FINANCIAL DESIGNS INC /ADV22$1.0M0.00%Share
38FOUNDERS FINANCIAL SECURITIES LLC5,456$411K0.02%Share
39CALTON & ASSOCIATES, INC.5,078$382K0.06%Share
40Allworth Financial LP4,769$359K0.00%Share
41Flaharty Asset Management, LLC4,040$304K0.04%Share
42Nicholas Hoffman & Company, LLC.3,736$281K0.01%Share
43CAMBIENT FAMILY OFFICE, LLC3,423$257K0.04%Share
44Sloy Dahl & Holst, LLC3,285$247K0.03%Share
45SIMON QUICK ADVISORS, LLC3,066$231K0.01%Share
46EverSource Wealth Advisors, LLC996$75K0.00%Share
47Birchwood Financial Partners, Inc.750$56K0.06%Share
48MARQUETTE ASSOCIATES, INC.105$7K0.01%Share
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO100$7K0.00%Share
50HARBOUR INVESTMENTS, INC.67$5K0.00%Share

RAVI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202567$1.2T+16
Q3 202551$1.2T+1
Q2 202550$72.5B-5
Q1 202555$1.1T-1
Q4 202456$1.3T+16
Q3 202440$15.3T+3
Q2 202437$13.0T-1
Q1 202438$1085.9T—

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As of Q4 2025, 50 institutional investors hold RAVI (FlexShares Ultra-Short Income Fund). The largest holder is NORTHERN TRUST CORP with $1.1T in shares. This quarter, 13 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own RAVI?

As of Q4 2025, 50 institutional investors report holding RAVI (FlexShares Ultra-Short Income Fund) in their 13F filings.

Who is the largest institutional holder of RAVI?

The largest institutional holder of RAVI is NORTHERN TRUST CORP with $1.1T in shares.

Is institutional ownership of RAVI increasing or decreasing?

This quarter, 13 institutions opened new positions in RAVI and 7 closed their positions.