FlexShares Disciplined Duration MBS Index Fund
MBSD
29 hedge funds and large institutions have $74.3M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
34% more capital invested
Capital invested by funds: $55.4M → $74.3M (+$18.9M)
22.74% more ownership
Funds ownership: 63.66% → 86.4% (+23%)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$20.2M |
| 2 |
Jane Street
New York
|
+$1.33M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$779K |
| 4 |
Morgan Stanley
New York
|
+$380K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$323K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$850K |
| 2 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
-$429K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$364K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$272K |
| 5 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $17.2K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | -$3.67K | -179 | -47% |
|
29
Wells Fargo
San Francisco,
California
| $17 | +$21 | +1 | New |
|
|
SW
30
Simplicity Wealth
Summit,
New Jersey
| – | -$364K | -17,345 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$1.89K | -90 | Closed |
|
MBSD Hedge Fund Activity: Q4 2024 in Review
29 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q4 2024, worth a combined $74.3M — up 34% from $55.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBSD positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Northern Trust, opening a new position worth an estimated $20.2M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $850K.
- 29 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $74.3M of FlexShares Disciplined Duration MBS Index Fund stock for Q4 2024, up 34% quarter-over-quarter.
- 3 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q4 2024 was Northern Trust, an estimated $20.2M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q4 2024 was Cornerstone National Bank & Trust, an estimated $850K sold.
Based on aggregated 13F filings for Q4 2024.