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FlexShares Disciplined Duration MBS Index Fund

26 hedge funds and large institutions have $33M invested in FlexShares Disciplined Duration MBS Index Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.73M 328,952 +19,231 +6%
ACP
2
Aviance Capital Partners
Florida
$7.31M 311,113 +75,015 +32%
BCM
3
Boltwood Capital Management
California
$6.98M 297,199 +33,149 +13%
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$2.3M 98,039 +8,746 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.06M 87,669 -2,739 -3%
RJA
6
Raymond James & Associates
Florida
$1.5M 63,895 +63,895 New
3AM
7
3EDGE Asset Management
Florida
$1.35M 57,251 +4,276 +8%
BRWM
8
B. Riley Wealth Management
Tennessee
$731K 31,117 +77 +0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$691K 29,399 +29,399 New
Bank of America
10
Bank of America
North Carolina
$621K 26,430 -84,573 -76%
LPL Financial
11
LPL Financial
California
$349K 14,853 +5,765 +63%
AWE
12
Avidian Wealth Enterprises
Texas
$297K 12,634 -630 -5%
PCWA
13
Pacific Capital Wealth Advisors
California
$291K 12,400
FTUS
14
Flow Traders U.S.
New York
$231K 9,821 +9,821 New
MA
15
Mutual Advisors
Nebraska
$213K 9,081 +9,081 New
PB
16
Pinnacle Bancorp
Nebraska
$105K 4,466
IRC
17
Investors Research Corp
Georgia
$66K 2,803 +150 +6%
AWMS
18
Advocacy Wealth Management Services
Georgia
$52K 2,205
Northern Trust
19
Northern Trust
Illinois
$47K 202,000 -581,284 -74%
CA
20
Clearstead Advisors
Ohio
$23K 963
APA
21
American Portfolios Advisors
New York
$15.7K 670
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K 628 -1,400 -69%
BWM
23
Baystate Wealth Management
Massachusetts
$12K 504 +320 +174%
RFA
24
Reilly Financial Advisors
California
$4K 64 +64 New
Jane Street
25
Jane Street
New York
-21,604 Closed