FlexShares Disciplined Duration MBS Index Fund
MBSD
33 hedge funds and large institutions have $78.1M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 0 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
14% more funds holding
Funds holding: 29 → 33 (+4)
7% more capital invested
Capital invested by funds: $72.8M → $78.1M (+$5.37M)
1.42% more ownership
Funds ownership: 84.06% → 85.48% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.92M |
| 2 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
+$2.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$705K |
| 4 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
+$659K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$5.85M |
| 2 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$485K |
| 3 |
Jane Street
New York
|
-$254K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$47K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $21.8K | -$605 | -29 | -3% |
|
27
Wells Fargo
San Francisco,
California
| $18.4K | +$18.5K | +886 | +88,600% |
|
28
Rockefeller Capital Management
New York
| $17.2K | +$292 | +14 | +2% |
|
|
IAIM
29
International Assets Investment Management
Orlando,
Florida
| $14.9K | +$15K | +718 | New |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| $12K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
|
32
UBS Group
Zurich,
Switzerland
| $6.32K | -$3.34K | -160 | -34% |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
MBSD Hedge Fund Activity: Q4 2025 in Review
33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q4 2025, worth a combined $78.1M — up 7.4% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MBSD positions and 0 closed out — a net gain of 4 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $5.92M. The largest seller was CreativeOne Wealth, cutting an estimated $5.85M.
- 33 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q4 2025, up from 29 in Q3 2025.
- Funds reported $78.1M of FlexShares Disciplined Duration MBS Index Fund stock for Q4 2025, up 7.4% quarter-over-quarter.
- 4 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q4 2025 and 0 closed out, a net change of +4 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $5.92M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q4 2025 was CreativeOne Wealth, an estimated $5.85M sold.
Based on aggregated 13F filings for Q4 2025.