FlexShares Disciplined Duration MBS Index Fund
MBSD
23 hedge funds and large institutions have $49.4M 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, 5 reducing their positions, and 3 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $46.5M → $49.4M (+$2.87M)
3.48% more ownership
Funds ownership: 47.59% → 51.07% (+3.5%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.1M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$1.02M |
| 4 |
Morgan Stanley
New York
|
+$773K |
| 5 |
LPL Financial
San Diego,
California
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$2.77M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$303K |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$292K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$233K |
MBSD Hedge Fund Activity: Q4 2022 in Review
23 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q4 2022, worth a combined $49.4M — up 6.2% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MBSD positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $4.05M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $2.77M.
- 23 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $49.4M of FlexShares Disciplined Duration MBS Index Fund stock for Q4 2022, up 6.2% quarter-over-quarter.
- 4 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q4 2022 was Jane Street, an estimated $4.05M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q4 2022 was Cornerstone National Bank & Trust, an estimated $2.77M sold.
Based on aggregated 13F filings for Q4 2022.