FlexShares Disciplined Duration MBS Index Fund
MBSD
27 hedge funds and large institutions have $72M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
0.01% less ownership
Funds ownership: 84.84% → 84.83% (-0.01%)
4% less capital invested
Capital invested by funds: $75.3M → $72M (-$3.33M)
13% less funds holding
Funds holding: 31 → 27 (-4)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.66M |
| 2 |
Jane Street
New York
|
+$1.44M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$556K |
| 4 |
Morgan Stanley
New York
|
+$450K |
| 5 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$377K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
-$6.39M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.92M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$635K |
| 4 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$241K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$59.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | -$983 | -48 | -31% |
|
28
Wells Fargo
San Francisco,
California
| $3 | -$20 | -1 | Closed |
|
|
TCPG
29
Trivant Custom Portfolio Group
San Diego,
California
| – | -$6.39M | -309,313 | Closed |
|
|
30
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$1.92M | -93,012 | Closed |
|
|
PA
31
PSI Advisors
Tampa,
Florida
| – | -$25.4K | -1,232 | Closed |
|
|
PS
32
Principal Securities
Des Moines,
Iowa
| – | -$17.2K | -850 | Closed |
|
MBSD Hedge Fund Activity: Q2 2025 in Review
27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q2 2025, worth a combined $72M — down 4.4% from $75.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MBSD and 1 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was MGO One Seven, adding an estimated $1.66M. The largest seller was Trivant Custom Portfolio Group, exiting entirely with an estimated $6.39M sold.
- 27 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q2 2025, down from 31 in Q1 2025.
- Funds reported $72M of FlexShares Disciplined Duration MBS Index Fund stock for Q2 2025, down 4.4% quarter-over-quarter.
- 1 fund opened new FlexShares Disciplined Duration MBS Index Fund positions in Q2 2025 and 5 closed out, a net change of -4 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q2 2025 was MGO One Seven, an estimated $1.66M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q2 2025 was Trivant Custom Portfolio Group, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2025.