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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

29 hedge funds and large institutions have $61.3M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
13
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
MGO One Seven
Ohio
+$3.14M
2
Morgan Stanley
Morgan Stanley
New York
+$1.83M
3
TCPG
Trivant Custom Portfolio Group
California
+$939K
4
CCA
Cottonwood Capital Advisors
Utah
+$682K
5
Raymond James Financial
Raymond James Financial
Florida
+$368K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$3.7M
2
Jane Street
Jane Street
New York
-$1.62M
3
AI
Atria Investments
North Carolina
-$491K
4
BCM
Boltwood Capital Management
California
-$461K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$285K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EverSource Wealth Advisors
Alabama
$12K -$12.7K -617 -51%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$11K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$3K -$808 -42 -21%
Wells Fargo
29
Wells Fargo
California
$20 – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
– -$285K -14,091 Closed
1
2