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FlexShares Disciplined Duration MBS Index Fund

20 hedge funds and large institutions have $31M invested in FlexShares Disciplined Duration MBS Index Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Boltwood Capital Management
California
$8.28M 406,065 -56,376 -12%
TCPG
2
Trivant Custom Portfolio Group
California
$7.98M 391,440 +17,109 +5%
Morgan Stanley
3
Morgan Stanley
New York
$7.63M 374,381 +15,431 +4%
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M 86,025 +86,025 New
TAM
5
Titleist Asset Management
Texas
$1.28M 62,980 +62,980 New
LPL Financial
6
LPL Financial
California
$990K 48,558 +10,672 +28%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$795K 38,979 +38,979 New
Jane Street
8
Jane Street
New York
$563K 27,624 -260,138 -90%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$544K 26,692 +68 +0.3%
NB
10
NBT Bank
New York
$324K 15,905 -26,160 -62%
CA
11
CoreCap Advisors
Michigan
$215K 10,565 +10,565 New
RJA
12
Raymond James & Associates
Florida
$213K 10,431 -4,705 -31%
IRC
13
Investors Research Corp
Georgia
$188K 9,241 +733 +9%
US Bancorp
14
US Bancorp
Minnesota
$83.6K 4,100 -3,500 -46%
Osaic Holdings
15
Osaic Holdings
Arizona
$78.4K 3,852 +1,742 +83%
UBS Group
16
UBS Group
Switzerland
$27.6K 1,356 -1,568 -54%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$25K 1,227
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13K 628
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$265 13
Bank of America
20
Bank of America
North Carolina
$20 1
Wells Fargo
21
Wells Fargo
California
AI
22
Atria Investments
North Carolina
-80,560 Closed
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
-34,805 Closed
BAM
24
Belpointe Asset Management
Nevada
-752 Closed
CFGS
25
Concourse Financial Group Securities
Alabama