MBSD icon

FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

21 hedge funds and large institutions have $40.9M invested in FlexShares Disciplined Duration MBS Index Fund in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
1
Increased
9
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Boltwood Capital Management
California
$5.6M
2
ACP
2
Aviance Capital Partners
Florida
$4.82M
3
Jane Street
3
Jane Street
New York
$921K
4
Bank of America
4
Bank of America
North Carolina
$2.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.17M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$14.7M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$79K
3
FTUS
3
Flow Traders U.S.
New York
$0
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$18K
5
CFGS
5
Concourse Financial Group Securities
Alabama
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$14.7M 815,145 -35,451 -4%
Morgan Stanley
2
Morgan Stanley
New York
$7.17M 300,391 +18,646 +7%
BCM
3
Boltwood Capital Management
California
$5.6M 234,340 +92,180 +65%
ACP
4
Aviance Capital Partners
Florida
$4.82M 201,798 +39,048 +24%
Bank of America
5
Bank of America
North Carolina
$2.7M 113,028 +20,334 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.1M 87,910 +5,504 +7%
3AM
7
3EDGE Asset Management
Florida
$986K 41,276 +14,952 +57%
Jane Street
8
Jane Street
New York
$921K 38,582 +21,069 +120%
BRWM
9
B. Riley Wealth Management
Tennessee
$723K 30,270 +540 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$316K 13,231 +1,550 +13%
PCWA
11
Pacific Capital Wealth Advisors
California
$296K 12,400 – –
LPL Financial
12
LPL Financial
California
$217K 9,074 +9,074 New
PB
13
Pinnacle Bancorp
Nebraska
$107K 4,466 – –
AWMS
14
Advocacy Wealth Management Services
Georgia
$79K 3,302 -12,343 -79%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$48K 2,028 – –
IRC
16
Investors Research Corp
Georgia
$44K 1,855 – –
CA
17
Clearstead Advisors
Ohio
$23K 963 – –
BFEC
18
Benjamin F. Edwards & Company
Missouri
$18K 771 -183 -19%
APA
19
American Portfolios Advisors
New York
$16K 670 – –
CFGS
20
Concourse Financial Group Securities
Alabama
$1K 32 -33 -51%
FTUS
21
Flow Traders U.S.
New York
– – -10,625 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
– – -1 Closed
Wells Fargo
23
Wells Fargo
California
$0 1 – –