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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

26 hedge funds and large institutions have $37.7M invested in FlexShares Disciplined Duration MBS Index Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% 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
4
Increased
8
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.86M
2
Jane Street
2
Jane Street
New York
$1.5M
3
BCM
3
Boltwood Capital Management
California
$7.58M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$663K
5
RJA
5
Raymond James & Associates
Florida
$1.97M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$255K
2
ACP
2
Aviance Capital Partners
Florida
$6.91M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
MA
4
Mutual Advisors
Nebraska
$0
5
BRWM
5
B. Riley Wealth Management
Tennessee
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.05M 347,499 +18,547 +6%
BCM
2
Boltwood Capital Management
California
$7.58M 327,151 +29,952 +10%
ACP
3
Aviance Capital Partners
Florida
$6.91M 298,387 -12,726 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$2.86M 123,394 +93,995 +320%
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$2.39M 103,297 +5,258 +5%
RJA
6
Raymond James & Associates
Florida
$1.97M 84,923 +21,028 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.94M 83,784 -3,885 -4%
Jane Street
8
Jane Street
New York
$1.5M 64,913 +64,913 New
3AM
9
3EDGE Asset Management
Florida
$1.42M 61,311 +4,060 +7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$663K 28,636 +28,636 New
BRWM
11
B. Riley Wealth Management
Tennessee
$562K 24,244 -6,873 -22%
LPL Financial
12
LPL Financial
California
$553K 23,853 +9,000 +61%
AWE
13
Avidian Wealth Enterprises
Texas
$293K 12,634 – –
PCWA
14
Pacific Capital Wealth Advisors
California
$287K 12,400 – –
Bank of America
15
Bank of America
North Carolina
$255K 10,987 -15,443 -58%
PB
16
Pinnacle Bancorp
Nebraska
$103K 4,466 – –
IRC
17
Investors Research Corp
Georgia
$90K 3,869 +1,066 +38%
UBS Group
18
UBS Group
Switzerland
$54K 2,329 +2,329 New
AWMS
19
Advocacy Wealth Management Services
Georgia
$51K 2,205 – –
Northern Trust
20
Northern Trust
Illinois
$47K 202,000 – –
CA
21
CoreCap Advisors
Michigan
$34K 1,457 +1,457 New
CA
22
Clearstead Advisors
Ohio
$22K 963 – –
APA
23
American Portfolios Advisors
New York
$15.5K 670 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15K 628 – –
FTUS
25
Flow Traders U.S.
New York
– – -9,821 Closed
1
2