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FlexShares Disciplined Duration MBS Index Fund

23 hedge funds and large institutions have $28.2M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
6
Increased
9
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
$8.99M 441,413 -3,505 -0.8%
TCPG
2
Trivant Custom Portfolio Group
California
$5.28M 259,121 +24,363 +10%
CCA
3
Cottonwood Capital Advisors
Utah
$4.12M 206,590 +206,590 New
Jane Street
4
Jane Street
New York
$2.49M 122,035 +28,476 +30%
TAM
5
Titleist Asset Management
Texas
$2.09M 102,706 +11,575 +13%
CW
6
CreativeOne Wealth
Kansas
$1.34M 65,619 +11,929 +22%
RJA
7
Raymond James & Associates
Florida
$437K 21,429 +3,288 +18%
LPL Financial
8
LPL Financial
California
$407K 19,962 -20,072 -50%
FTUS
9
Flow Traders U.S.
New York
$399K 19,594 +19,594 New
CA
10
CoreCap Advisors
Michigan
$377K 18,526 +3,811 +26%
NB
11
NBT Bank
New York
$342K 16,790
Bank of America
12
Bank of America
North Carolina
$337K 16,529 +3,965 +32%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$330K 16,178 +16,178 New
BWM
14
Birchcreek Wealth Management
Ohio
$300K 14,706 +14,706 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$275K 13,490 +13,490 New
Morgan Stanley
16
Morgan Stanley
New York
$237K 11,646 -14,316 -55%
IRC
17
Investors Research Corp
Georgia
$207K 10,177 +585 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$155K 7,587 +3,941 +108%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$51.2K 2,515 +2,515 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11K 528 -100 -16%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7K 361 -866 -71%
UBS Group
22
UBS Group
Switzerland
$5.32K 261 -42 -14%
Wells Fargo
23
Wells Fargo
California
$14 1
WSTAM
24
Wilbanks Smith & Thomas Asset Management
Virginia
-16,813 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-12,571 Closed