FLEXSHARES ULTRA-SHORT INCOM (RAVI) Institutional Ownership Changes & 13F Activity

FLEXSHARES ULTRA-SHORT INCOM (RAVI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Northern Trust Corp, Susquehanna International Group, Llp, Morgan Stanley, Citadel Advisors Llc, and Jpmorgan Chase & Co.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+3,990+3.9%106,670$8.04MQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-32,158-60.3%21,142$1.59MQ2 2026Sep 02, 2026
Susquehanna International Group, LlpSell-102,178-88.7%13,058$984.81KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+9,849+228.7%14,155$1.07MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+9,078—9,078$684.65KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+4,040—4,040$304.69KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-612-3.8%15,413$1.16MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-347-67.6%166$12.49KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-90-2.0%4,314$325.00KQ2 2026Aug 14, 2026
Marquette Associates, Inc.Buy+43—43$3.24KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+1+0.6%155$11.69KQ2 2026Aug 14, 2026
Northern Trust CorpBuy+468,876+3.0%16,172,557$1.22BQ2 2026Aug 13, 2026
Morgan StanleyBuy+39,427+23.2%209,083$15.77MQ2 2026Aug 13, 2026
Ubs Group AgBuy+7,451+326.2%9,735$734.19KQ2 2026Aug 13, 2026
Horizon Investments, LlcSell-3,530-50.0%3,530$264.43KQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+1,623+27.6%7,511$566.47KQ2 2026Aug 13, 2026
Cim, LlcBuy+208+0.3%79,026$5.96MQ2 2026Aug 13, 2026
Cambient Family Office, LlcBuy+167+4.9%3,590$270.75KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+10,738—10,738$809.90KQ2 2026Aug 12, 2026
Emerald Investment Advisers, LlcBuy+1,100+10.9%11,216$845.69KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+820+2.9%29,048$2.19MQ2 2026Aug 12, 2026
Bank Of MontrealSell-816-86.1%132$9.96KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+176+100.0%352$26.55KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+152—152$11.46KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-89-0.5%17,814$1.34MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-38-1.0%3,844$289.91KQ2 2026Aug 12, 2026
Mcf Advisors LlcBuy+1—1$76.00Q2 2026Aug 12, 2026
Callan Family Office, LlcBuy+2,933—2,933$221.20KQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+283+39.5%999$75.34KQ2 2026Aug 11, 2026
Allworth Financial LpSell-243-5.2%4,419$333.29KQ2 2026Aug 11, 2026
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Frequently asked questions about RAVI activity

  • Which institutional owners are buying RAVI?

    Institutional owners buying RAVI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RAVI activity?

    "Buy" means an investor increased their reported position in RAVI compared to the prior reporting period. This reflects growing exposure to FLEXSHARES ULTRA-SHORT INCOM (RAVI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RAVI increasing?

    Institutional interest in RAVI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

RAVI Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet