FlexShares Disciplined Duration MBS Index Fund
MBSD
21 hedge funds and large institutions have $61.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
1.72% more ownership
Funds ownership: 57.04% → 58.76% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $63.4M → $61.5M (-$1.89M)
22% less funds holding
Funds holding: 27 → 21 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
+$1.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
| 3 |
Jane Street
New York
|
+$309K |
| 4 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$256K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$1.28M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.27M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$562K |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$293K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$256K |
MBSD Hedge Fund Activity: Q1 2022 in Review
21 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q1 2022, worth a combined $61.5M — down 3% from $63.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MBSD and 0 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was Cornerstone National Bank & Trust, adding an estimated $1.7M. The largest seller was Aviance Capital Partners, cutting an estimated $1.28M.
- 21 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q1 2022, down from 27 in Q4 2021.
- Funds reported $61.5M of FlexShares Disciplined Duration MBS Index Fund stock for Q1 2022, down 3% quarter-over-quarter.
- 0 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q1 2022 and 6 closed out, a net change of -6 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q1 2022 was Cornerstone National Bank & Trust, an estimated $1.7M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q1 2022 was Aviance Capital Partners, an estimated $1.28M sold.
Based on aggregated 13F filings for Q1 2022.