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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

23 hedge funds and large institutions have $43.7M invested in FlexShares Disciplined Duration MBS Index Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$2.11M
2
ACP
2
Aviance Capital Partners
Florida
$5.57M
3
BCM
3
Boltwood Capital Management
California
$6.23M
4
AWE
4
Avidian Wealth Enterprises
Texas
$313K
5
3AM
5
3EDGE Asset Management
Florida
$1.25M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$13.8M
2
Jane Street
2
Jane Street
New York
$510K
3
Bank of America
3
Bank of America
North Carolina
$2.62M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$52K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$13.8M 783,284 -31,861 -4%
Morgan Stanley
2
Morgan Stanley
New York
$7.31M 309,721 +9,330 +3%
BCM
3
Boltwood Capital Management
California
$6.23M 264,050 +29,710 +13%
ACP
4
Aviance Capital Partners
Florida
$5.57M 236,098 +34,300 +17%
Bank of America
5
Bank of America
North Carolina
$2.62M 111,003 -2,025 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.13M 90,408 +2,498 +3%
RFWA
7
RPg Family Wealth Advisory
Massachusetts
$2.11M 89,293 +89,293 New
3AM
8
3EDGE Asset Management
Florida
$1.25M 52,975 +11,699 +28%
BRWM
9
B. Riley Wealth Management
Tennessee
$732K 31,040 +770 +3%
Jane Street
10
Jane Street
New York
$510K 21,604 -16,978 -44%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$398K 16,889 +3,658 +28%
AWE
12
Avidian Wealth Enterprises
Texas
$313K 13,264 +13,264 New
PCWA
13
Pacific Capital Wealth Advisors
California
$293K 12,400 – –
LPL Financial
14
LPL Financial
California
$214K 9,088 +14 +0.2%
PB
15
Pinnacle Bancorp
Nebraska
$105K 4,466 – –
IRC
16
Investors Research Corp
Georgia
$63K 2,653 +798 +43%
AWMS
17
Advocacy Wealth Management Services
Georgia
$52K 2,205 -1,097 -33%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48K 2,028 – –
CA
19
Clearstead Advisors
Ohio
$23K 963 – –
APA
20
American Portfolios Advisors
New York
$15.8K 670 – –
BWM
21
Baystate Wealth Management
Massachusetts
$4K 184 +184 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
– – -771 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
$0 17 -15 -47%
Wells Fargo
24
Wells Fargo
California
$0 1 – –