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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

25 hedge funds and large institutions have $57.9M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
1
Increased
14
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
MGO One Seven
Ohio
+$1.68M
2
Jane Street
Jane Street
New York
+$1.46M
3
Northern Trust
Northern Trust
Illinois
+$562K
4
Morgan Stanley
Morgan Stanley
New York
+$455K
5
CCA
Cottonwood Capital Advisors
Utah
+$381K

Top Sellers

1
TCPG
Trivant Custom Portfolio Group
California
-$6.39M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.92M
3
BCM
Boltwood Capital Management
California
-$642K
4
Osaic Holdings
Osaic Holdings
Arizona
-$155K
5
CW
CreativeOne Wealth
Kansas
-$55.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$3 -$20 -1 Closed
TCPG
27
Trivant Custom Portfolio Group
California
– -$6.39M -309,313 Closed
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
– -$1.92M -93,012 Closed
PA
29
PSI Advisors
Florida
– -$25.4K -1,232 Closed
PS
30
Principal Securities
Iowa
– -$17.2K -850 Closed
1
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