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FlexShares Disciplined Duration MBS Index Fund

19 hedge funds and large institutions have $30.8M invested in FlexShares Disciplined Duration MBS Index Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
8
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$8.76M 444,236 +416,612 +1,508%
TCPG
2
Trivant Custom Portfolio Group
California
$8.07M 408,837 +17,397 +4%
BCM
3
Boltwood Capital Management
California
$7.39M 374,708 -31,357 -8%
TAM
4
Titleist Asset Management
Texas
$1.26M 63,845 +865 +1%
Citadel Advisors
5
Citadel Advisors
Florida
$1.24M 62,748 -23,277 -27%
Morgan Stanley
6
Morgan Stanley
New York
$725K 36,756 -337,625 -90%
LPL Financial
7
LPL Financial
California
$708K 35,865 -12,693 -26%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$580K 29,417 +2,725 +10%
CW
9
CreativeOne Wealth
Kansas
$464K 23,494 +23,494 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$431K 21,859 -17,120 -44%
NB
11
NBT Bank
New York
$331K 16,790 +885 +6%
CA
12
CoreCap Advisors
Michigan
$234K 11,863 +1,298 +12%
RJA
13
Raymond James & Associates
Florida
$215K 10,921 +490 +5%
IRC
14
Investors Research Corp
Georgia
$197K 9,991 +750 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$71.9K 3,646 -206 -5%
US Bancorp
16
US Bancorp
Minnesota
$71K 3,600 -500 -12%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$24K 1,227
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12K 628
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$256 13
UBS Group
20
UBS Group
Switzerland
-1,356 Closed
Bank of America
21
Bank of America
North Carolina
-1 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
Wells Fargo
23
Wells Fargo
California