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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

24 hedge funds and large institutions have $29.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15M
2
AI
2
Atria Investments
North Carolina
$941K
3
TCPG
3
Trivant Custom Portfolio Group
California
$5.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$462K
5
CCA
5
Cottonwood Capital Advisors
Utah
$4.56M

Top Sellers

1
Jane Street
1
Jane Street
New York
$263K
2
TAM
2
Titleist Asset Management
Texas
$1.32M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
BWM
5
Birchcreek Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
– -$330K -16,178 Closed
BWM
27
Birchcreek Wealth Management
Ohio
– -$300K -14,706 Closed
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
– -$275K -13,490 Closed
UBS Group
29
UBS Group
Switzerland
– -$5.32K -261 Closed
1
2