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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

20 hedge funds and large institutions have $35.4M invested in FlexShares Disciplined Duration MBS Index Fund in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 6 closing their positions.

Holders
20
Holders Change
-6
Holders Change %
-23.08%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
7
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.7M
2
Jane Street
2
Jane Street
New York
$1.73M
3
BCM
3
Boltwood Capital Management
California
$7.45M
4
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$2.48M
5
UBS Group
5
UBS Group
Switzerland
$86K

Top Sellers

1
ACP
1
Aviance Capital Partners
Florida
$5.33M
2
RJA
2
Raymond James & Associates
Florida
$632K
3
BRWM
3
B. Riley Wealth Management
Tennessee
$0
4
AWE
4
Avidian Wealth Enterprises
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.47M 339,201 -8,298 -2%
BCM
2
Boltwood Capital Management
California
$7.45M 338,503 +11,352 +3%
ACP
3
Aviance Capital Partners
Florida
$5.33M 241,911 -56,476 -19%
Citadel Advisors
4
Citadel Advisors
Florida
$3.7M 167,895 +44,501 +36%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.65M 78,278 -5,506 -7%
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$2.48M 112,685 +9,388 +9%
Jane Street
7
Jane Street
New York
$1.73M 78,589 +13,676 +21%
3AM
8
3EDGE Asset Management
Florida
$1.23M 55,892 -5,419 -9%
RJA
9
Raymond James & Associates
Florida
$632K 28,730 -56,193 -66%
LPL Financial
10
LPL Financial
California
$557K 25,307 +1,454 +6%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$381K 17,316 -11,320 -40%
PCWA
12
Pacific Capital Wealth Advisors
California
$273K 12,400 – –
Bank of America
13
Bank of America
North Carolina
$189K 8,565 -2,422 -22%
IRC
14
Investors Research Corp
Georgia
$106K 4,833 +964 +25%
PB
15
Pinnacle Bancorp
Nebraska
$98K 4,466 – –
UBS Group
16
UBS Group
Switzerland
$86K 3,893 +1,564 +67%
Northern Trust
17
Northern Trust
Illinois
$44K 202,000 – –
APA
18
American Portfolios Advisors
New York
$14.8K 670 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14K 628 – –
BRWM
20
B. Riley Wealth Management
Tennessee
– – -24,244 Closed
AWE
21
Avidian Wealth Enterprises
Texas
– – -12,634 Closed
AWMS
22
Advocacy Wealth Management Services
Georgia
– – -2,205 Closed
CA
23
CoreCap Advisors
Michigan
– – -1,457 Closed
CA
24
Clearstead Advisors
Ohio
– – -963 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – -3 Closed
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