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FlexShares Disciplined Duration MBS Index Fund

20 hedge funds and large institutions have $22.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Boltwood Capital Management
California
$9.15M 444,918 +70,210 +19%
TCPG
2
Trivant Custom Portfolio Group
California
$4.83M 234,758 -174,079 -43%
Jane Street
3
Jane Street
New York
$1.92M 93,559 -350,677 -79%
TAM
4
Titleist Asset Management
Texas
$1.87M 91,131 +27,286 +43%
CW
5
CreativeOne Wealth
Kansas
$1.1M 53,690 +30,196 +129%
LPL Financial
6
LPL Financial
California
$823K 40,034 +4,169 +12%
Morgan Stanley
7
Morgan Stanley
New York
$534K 25,962 -10,794 -29%
RJA
8
Raymond James & Associates
Florida
$373K 18,141 +7,220 +66%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$346K 16,813 -12,604 -43%
NB
10
NBT Bank
New York
$345K 16,790
CA
11
CoreCap Advisors
Michigan
$303K 14,715 +2,852 +24%
Citadel Advisors
12
Citadel Advisors
Florida
$258K 12,571 -50,177 -80%
Bank of America
13
Bank of America
North Carolina
$258K 12,564 +12,564 New
IRC
14
Investors Research Corp
Georgia
$197K 9,592 -399 -4%
Osaic Holdings
15
Osaic Holdings
Arizona
$75K 3,646
US Bancorp
16
US Bancorp
Minnesota
$41.1K 2,000 -1,600 -44%
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
UBS Group
19
UBS Group
Switzerland
$6.23K 303 +303 New
Wells Fargo
20
Wells Fargo
California
$20 1 +1 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-21,859 Closed
CSPIA
22
Cary Street Partners Investment Advisory
Virginia
-13 Closed
CFGS
23
Concourse Financial Group Securities
Alabama