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FlexShares Disciplined Duration MBS Index Fund

19 hedge funds and large institutions have $40M invested in FlexShares Disciplined Duration MBS Index Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$18.6M 970,903 +61,503 +7%
Morgan Stanley
2
Morgan Stanley
New York
$5.63M 233,032 +6,261 +3%
ACP
3
Aviance Capital Partners
Florida
$3.92M 162,169 +162,169 New
Bank of America
4
Bank of America
North Carolina
$2.27M 93,772 +39,116 +72%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.97M 81,522 +1,575 +2%
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$1.78M 73,469 +4,480 +6%
BCM
7
Boltwood Capital Management
California
$1.52M 62,850 +62,850 New
Jane Street
8
Jane Street
New York
$1.46M 60,291 -4,019 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$800K 33,094 +33,094 New
BRWM
10
B. Riley Wealth Management
Tennessee
$698K 28,890 +20,170 +231%
AWMS
11
Advocacy Wealth Management Services
Georgia
$674K 27,963 +4,452 +19%
3AM
12
3EDGE Asset Management
Florida
$441K 18,244 +4,012 +28%
PB
13
Pinnacle Bancorp
Nebraska
$108K 4,466
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$49K 2,028 -48 -2%
IRC
15
Investors Research Corp
Georgia
$38K 1,562
BFEC
16
Benjamin F. Edwards & Company
Missouri
$23K 954
CA
17
Clearstead Advisors
Ohio
$23K 963 +963 New
APA
18
American Portfolios Advisors
New York
$16.2K 670
CFGS
19
Concourse Financial Group Securities
Alabama
$2K 83 -1,519 -95%
Citadel Advisors
20
Citadel Advisors
Florida
-8,979 Closed
UBS Group
21
UBS Group
Switzerland
-128 Closed
Wells Fargo
22
Wells Fargo
California