FlexShares Disciplined Duration MBS Index Fund
MBSD
29 hedge funds and large institutions have $72.8M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
7% more funds holding
Funds holding: 27 → 29 (+2)
1% more capital invested
Capital invested by funds: $72M → $72.8M (+$770K)
0.78% less ownership
Funds ownership: 84.83% → 84.06% (-0.78%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.12M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$699K |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$314K |
| 4 |
Morgan Stanley
New York
|
+$274K |
| 5 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.27M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$745K |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$474K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$193K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$91.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $9.68K | +$9.6K | +464 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $18 | +$21 | +1 | New |
|
|
SW
30
Simplicity Wealth
Summit,
New Jersey
| – | -$745K | -36,008 | Closed |
|
MBSD Hedge Fund Activity: Q3 2025 in Review
29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q3 2025, worth a combined $72.8M — up 1.1% from $72M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBSD positions and 1 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was MGO One Seven, adding an estimated $1.12M. The largest seller was Jane Street, cutting an estimated $1.27M.
- 29 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q3 2025, up from 27 in Q2 2025.
- Funds reported $72.8M of FlexShares Disciplined Duration MBS Index Fund stock for Q3 2025, up 1.1% quarter-over-quarter.
- 3 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q3 2025 was MGO One Seven, an estimated $1.12M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q3 2025 was Jane Street, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2025.