FlexShares Disciplined Duration MBS Index Fund
MBSD
27 hedge funds and large institutions have $63.4M invested in FlexShares Disciplined Duration MBS Index Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0% more capital invested
Capital invested by funds: $63.1M → $63.4M (+$286K)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4.39% less ownership
Funds ownership: 61.43% → 57.04% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.19M |
| 2 |
Jane Street
New York
|
+$1.52M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$699K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$669K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$361K |
| 3 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$297K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$231K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$213K |
MBSD Hedge Fund Activity: Q4 2021 in Review
27 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q4 2021, worth a combined $63.4M — up 0.45% from $63.1M a quarter earlier.
Fund positioning in MBSD was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.19M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $4M.
- 27 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $63.4M of FlexShares Disciplined Duration MBS Index Fund stock for Q4 2021, up 0.45% quarter-over-quarter.
- 4 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q4 2021 and 4 closed out, a net change of 0 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q4 2021 was Citadel Advisors, an estimated $2.19M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q4 2021 was Cornerstone National Bank & Trust, an estimated $4M sold.
Based on aggregated 13F filings for Q4 2021.