MBSD icon

FlexShares Disciplined Duration MBS Index Fund

19 hedge funds and large institutions have $23M invested in FlexShares Disciplined Duration MBS Index Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% 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
2
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Boltwood Capital Management
California
$8.68M 408,645 +70,142 +21%
Morgan Stanley
2
Morgan Stanley
New York
$6.51M 306,346 -32,855 -10%
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$2.45M 115,190 +2,505 +2%
Jane Street
4
Jane Street
New York
$1.6M 75,164 -3,425 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.22M 57,426 -20,852 -27%
3AM
6
3EDGE Asset Management
Florida
$935K 44,034 -11,858 -21%
LPL Financial
7
LPL Financial
California
$463K 21,801 -3,506 -14%
RJA
8
Raymond James & Associates
Florida
$291K 13,686 -15,044 -52%
PCWA
9
Pacific Capital Wealth Advisors
California
$263K 12,400
CA
10
CoreCap Advisors
Michigan
$190K 8,925 +8,925 New
IRC
11
Investors Research Corp
Georgia
$118K 5,541 +708 +15%
PB
12
Pinnacle Bancorp
Nebraska
$95K 4,466
Bank of America
13
Bank of America
North Carolina
$80K 3,788 -4,777 -56%
UBS Group
14
UBS Group
Switzerland
$44K 2,079 -1,814 -47%
Northern Trust
15
Northern Trust
Illinois
$43K 202,000
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$26K 1,227 +1,227 New
APA
17
American Portfolios Advisors
New York
$14.2K 670
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13K 628
Wells Fargo
19
Wells Fargo
California
$7K 324 +323 +32,300%
ACP
20
Aviance Capital Partners
Florida
-241,911 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-167,895 Closed
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
-17,316 Closed
CFGS
23
Concourse Financial Group Securities
Alabama