FlexShares Disciplined Duration MBS Index Fund
MBSD
31 hedge funds and large institutions have $75.3M 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, 12 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
7% more funds holding
Funds holding: 29 → 31 (+2)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
1% more capital invested
Capital invested by funds: $74.3M → $75.3M (+$1.01M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.56% less ownership
Funds ownership: 86.4% → 84.84% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$3.1M |
| 2 |
Morgan Stanley
New York
|
+$1.81M |
| 3 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
+$929K |
| 4 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$674K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$3.66M |
| 2 |
Jane Street
New York
|
-$1.6M |
| 3 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$1.17M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$652K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$486K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
26
Ancora Advisors
Cleveland,
Ohio
| $25.4K | +$25.1K | +1,230 | New |
|
|
PS
27
Principal Securities
Des Moines,
Iowa
| $17.2K | – | – | – |
|
|
EWA
28
EverSource Wealth Advisors
Birmingham,
Alabama
| $12K | -$12.6K | -617 | -51% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | -$858 | -42 | -21% |
|
31
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$285K | -14,091 | Closed |
|
MBSD Hedge Fund Activity: Q1 2025 in Review
31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q1 2025, worth a combined $75.3M — up 1.4% from $74.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBSD positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was MGO One Seven, opening a new position worth an estimated $3.1M. The largest seller was Northern Trust, cutting an estimated $3.66M.
- 31 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q1 2025, up from 29 in Q4 2024.
- Funds reported $75.3M of FlexShares Disciplined Duration MBS Index Fund stock for Q1 2025, up 1.4% quarter-over-quarter.
- 3 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q1 2025 was MGO One Seven, an estimated $3.1M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q1 2025 was Northern Trust, an estimated $3.66M sold.
Based on aggregated 13F filings for Q1 2025.