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FlexShares Disciplined Duration MBS Index Fund

22 hedge funds and large institutions have $24M invested in FlexShares Disciplined Duration MBS Index Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Boltwood Capital Management
California
$9.67M 478,333 +69,688 +17%
Morgan Stanley
2
Morgan Stanley
New York
$6.3M 311,596 +5,250 +2%
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$2.45M 116,585 +1,395 +1%
3AM
4
3EDGE Asset Management
Florida
$1.06M 52,349 +8,315 +19%
NB
5
NBT Bank
New York
$850K 42,065 +42,065 New
Citadel Advisors
6
Citadel Advisors
Florida
$812K 40,170 +40,170 New
Jane Street
7
Jane Street
New York
$558K 27,598 -47,566 -63%
LPL Financial
8
LPL Financial
California
$426K 21,073 -728 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$364K 18,031 -39,395 -69%
RJA
10
Raymond James & Associates
Florida
$309K 15,301 +1,615 +12%
FTUS
11
Flow Traders U.S.
New York
$303K 14,987 +14,987 New
UBS Group
12
UBS Group
Switzerland
$286K 14,163 +12,084 +581%
PCWA
13
Pacific Capital Wealth Advisors
California
$251K 12,400
IRC
14
Investors Research Corp
Georgia
$135K 6,692 +1,151 +21%
PB
15
Pinnacle Bancorp
Nebraska
$67K 3,311 -1,155 -26%
Northern Trust
16
Northern Trust
Illinois
$41K 202,000
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$25K 1,227
Bank of America
18
Bank of America
North Carolina
$23K 1,138 -2,650 -70%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$14K 727 +727 New
APA
20
American Portfolios Advisors
New York
$13.5K 670
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$13K 628
CA
22
CoreCap Advisors
Michigan
-8,925 Closed
Wells Fargo
23
Wells Fargo
California
$0 1 -323 -100%
CFGS
24
Concourse Financial Group Securities
Alabama