MBSD icon

FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

22 hedge funds and large institutions have $29.4M invested in FlexShares Disciplined Duration MBS Index Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
9
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.62M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.93M
3
BCM
3
Boltwood Capital Management
California
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.12M
5
LPL Financial
5
LPL Financial
California
$773K

Top Sellers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
3AM
3
3EDGE Asset Management
Florida
$773K
4
UBS Group
4
UBS Group
Switzerland
$54.4K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$315K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Boltwood Capital Management
California
$10.8M 528,345 +50,012 +10%
Morgan Stanley
2
Morgan Stanley
New York
$7.12M 349,667 +38,071 +12%
Jane Street
3
Jane Street
New York
$4.62M 226,916 +199,318 +722%
Citadel Advisors
4
Citadel Advisors
Florida
$2.93M 143,796 +103,626 +258%
NB
5
NBT Bank
New York
$857K 42,065 – –
3AM
6
3EDGE Asset Management
Florida
$773K 37,958 -14,391 -27%
LPL Financial
7
LPL Financial
California
$773K 37,933 +16,860 +80%
RJA
8
Raymond James & Associates
Florida
$334K 16,377 +1,076 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$315K 15,467 -2,564 -14%
PCWA
10
Pacific Capital Wealth Advisors
California
$253K 12,400 – –
CA
11
CoreCap Advisors
Michigan
$175K 8,594 +8,594 New
US Bancorp
12
US Bancorp
Minnesota
$158K 7,771 +7,771 New
IRC
13
Investors Research Corp
Georgia
$154K 7,538 +846 +13%
PB
14
Pinnacle Bancorp
Nebraska
$61K 3,000 -311 -9%
UBS Group
15
UBS Group
Switzerland
$54.4K 2,673 -11,490 -81%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$25K 1,227 – –
Bank of America
17
Bank of America
North Carolina
$24K 1,176 +38 +3%
BAM
18
Belpointe Asset Management
Nevada
$15.3K 752 +752 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$14K 735 +8 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$13K 628 – –
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$265 13 +13 New
Wells Fargo
22
Wells Fargo
California
$20 1 – –
Northern Trust
23
Northern Trust
Illinois
– – -202,000 Closed
RFWA
24
RPg Family Wealth Advisory
Massachusetts
– – -116,585 Closed
FTUS
25
Flow Traders U.S.
New York
– – -14,987 Closed
1
2