FlexShares Disciplined Duration MBS Index Fund
MBSD
32 hedge funds and large institutions have $82.7M invested in FlexShares Disciplined Duration MBS Index Fund in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
6% more capital invested
Capital invested by funds: $78.1M → $82.7M (+$4.61M)
3.38% more ownership
Funds ownership: 85.48% → 88.86% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 33 → 32 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$5.84M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.33M |
| 3 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$377K |
| 4 |
Morgan Stanley
New York
|
+$342K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.88M |
| 2 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$1.36M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$548K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$494K |
| 5 |
Jane Street
New York
|
-$415K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $17.2K | +$104 | +5 | +0.6% |
|
|
IAIM
27
International Assets Investment Management
Orlando,
Florida
| $14.9K | – | – | – |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $14.4K | -$7.41K | -356 | -34% |
|
|
EWA
29
EverSource Wealth Advisors
Birmingham,
Alabama
| $12K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $11K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $3.85K | -$2.46K | -118 | -39% |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.24K | – | – | – |
|
|
33
Jane Street
New York
| – | -$415K | -19,953 | Closed |
|
|
AWM
34
AE Wealth Management
Topeka,
Kansas
| – | -$29K | -1,396 | Closed |
|
MBSD Hedge Fund Activity: Q1 2026 in Review
32 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q1 2026, worth a combined $82.7M — up 5.9% from $78.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBSD and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 14 added.
The largest buyer was CreativeOne Wealth, adding an estimated $5.84M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.88M.
- 32 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q1 2026, down from 33 in Q4 2025.
- Funds reported $82.7M of FlexShares Disciplined Duration MBS Index Fund stock for Q1 2026, up 5.9% quarter-over-quarter.
- 1 fund opened new FlexShares Disciplined Duration MBS Index Fund positions in Q1 2026 and 2 closed out, a net change of -1 holder.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q1 2026 was CreativeOne Wealth, an estimated $5.84M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2026.