MBSD icon

FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

25 hedge funds and large institutions have $57.9M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
1
Increased
14
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$4.83M
2
Jane Street
2
Jane Street
New York
$1.93M
3
Northern Trust
3
Northern Trust
Illinois
$17.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.63M
5
CCA
5
Cottonwood Capital Advisors
Utah
$7.23M

Top Sellers

1
TCPG
1
Trivant Custom Portfolio Group
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$0
3
BCM
3
Boltwood Capital Management
California
$7.41M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$73.9K
5
CW
5
CreativeOne Wealth
Kansas
$6.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$17.3M 833,529 +27,144 +3%
BCM
2
Boltwood Capital Management
California
$7.41M 358,160 -31,018 -8%
CCA
3
Cottonwood Capital Advisors
Utah
$7.23M 349,116 +18,396 +6%
CW
4
CreativeOne Wealth
Kansas
$6.19M 298,885 -2,682 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$5.63M 272,123 +21,985 +9%
MOS
6
MGO One Seven
Ohio
$4.83M 233,106 +81,072 +53%
Jane Street
7
Jane Street
New York
$1.93M 93,333 +70,389 +307%
TAM
8
Titleist Asset Management
Texas
$1.55M 75,063 +92 +0.1%
Bank of America
9
Bank of America
North Carolina
$982K 47,453 +11,357 +31%
SW
10
Simplicity Wealth
New Jersey
$745K 36,008 +18,274 +103%
Raymond James Financial
11
Raymond James Financial
Florida
$672K 32,461 +212 +0.7%
AI
12
Atria Investments
North Carolina
$617K 29,810 +3,126 +12%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$590K 28,600 +177 +0.6%
LPL Financial
14
LPL Financial
California
$548K 26,483 +12,898 +95%
CA
15
CoreCap Advisors
Michigan
$530K 25,613 -1,380 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$470K 22,716 -1,718 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$307K 14,840 +14,840 New
IRC
18
Investors Research Corp
Georgia
$168K 8,114 +385 +5%
NB
19
NBT Bank
New York
$105K 5,055 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$73.9K 3,652 -7,637 -68%
AA
21
Ancora Advisors
Ohio
$66.9K 3,230 +2,000 +163%
CFD
22
Creative Financial Designs
Indiana
$22.1K 1,069 -491 -31%
EWA
23
EverSource Wealth Advisors
Alabama
$12K 579 -4 -0.7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11K 528 – –
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K 108 -48 -31%
1
2