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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

23 hedge funds and large institutions have $39M invested in FlexShares Disciplined Duration MBS Index Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Boltwood Capital Management
California
$3.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.78M
3
PCWA
3
Pacific Capital Wealth Advisors
California
$298K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$281K
5
FTUS
5
Flow Traders U.S.
New York
$256K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$15.7M
2
Jane Street
2
Jane Street
New York
$421K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$376K
5
Bank of America
5
Bank of America
North Carolina
$2.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$15.7M 850,596 -120,307 -12%
Morgan Stanley
2
Morgan Stanley
New York
$6.78M 281,745 +48,713 +21%
ACP
3
Aviance Capital Partners
Florida
$3.92M 162,750 +581 +0.4%
BCM
4
Boltwood Capital Management
California
$3.42M 142,160 +79,310 +126%
Bank of America
5
Bank of America
North Carolina
$2.23M 92,694 -1,078 -1%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.98M 82,406 +884 +1%
RFWA
7
RPg Family Wealth Advisory
Massachusetts
$1.82M 75,738 +2,269 +3%
BRWM
8
B. Riley Wealth Management
Tennessee
$715K 29,730 +840 +3%
3AM
9
3EDGE Asset Management
Florida
$633K 26,324 +8,080 +44%
Jane Street
10
Jane Street
New York
$421K 17,513 -42,778 -71%
AWMS
11
Advocacy Wealth Management Services
Georgia
$376K 15,645 -12,318 -44%
PCWA
12
Pacific Capital Wealth Advisors
California
$298K 12,400 +12,400 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$281K 11,681 +11,681 New
FTUS
14
Flow Traders U.S.
New York
$256K 10,625 +10,625 New
PB
15
Pinnacle Bancorp
Nebraska
$107K 4,466 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$49K 2,028 – –
IRC
17
Investors Research Corp
Georgia
$45K 1,855 +293 +19%
CA
18
Clearstead Advisors
Ohio
$23K 963 – –
BFEC
19
Benjamin F. Edwards & Company
Missouri
$23K 954 – –
APA
20
American Portfolios Advisors
New York
$16.1K 670 – –
CFGS
21
Concourse Financial Group Securities
Alabama
$2K 65 -18 -22%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– – -33,094 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
$0 1 +1 New
Wells Fargo
24
Wells Fargo
California
$0 1 +1 New