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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 %
Wells Fargo
26
Wells Fargo
California
– – -1 Closed
TCPG
27
Trivant Custom Portfolio Group
California
– – -309,313 Closed
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
– – -93,012 Closed
PA
29
PSI Advisors
Florida
– – -1,232 Closed
PS
30
Principal Securities
Iowa
– – -850 Closed
1
2