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FlexShares Disciplined Duration MBS Index Fund
MBSD

Overview Fund Activity

24 hedge funds and large institutions have $29.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.15M
2
SA
2
Sanctuary Advisors
Indiana
$1.26M
3
AI
3
Atria Investments
North Carolina
$941K
4
TCPG
4
Trivant Custom Portfolio Group
California
$5.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$462K

Top Sellers

1
Jane Street
1
Jane Street
New York
$263K
2
TAM
2
Titleist Asset Management
Texas
$1.32M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
BWM
5
Birchcreek Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Boltwood Capital Management
California
$8.86M 436,685 -4,728 -1%
TCPG
2
Trivant Custom Portfolio Group
California
$5.83M 287,338 +28,217 +11%
CCA
3
Cottonwood Capital Advisors
Utah
$4.56M 224,075 +17,485 +8%
Morgan Stanley
4
Morgan Stanley
New York
$2.15M 106,063 +94,417 +811%
CW
5
CreativeOne Wealth
Kansas
$1.45M 71,446 +5,827 +9%
TAM
6
Titleist Asset Management
Texas
$1.32M 64,968 -37,738 -37%
SA
7
Sanctuary Advisors
Indiana
$1.26M 63,135 +63,135 New
AI
8
Atria Investments
North Carolina
$941K 46,407 +46,407 New
RJA
9
Raymond James & Associates
Florida
$473K 23,311 +1,882 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$462K 22,752 +22,752 New
CA
11
CoreCap Advisors
Michigan
$396K 19,535 +1,009 +5%
NB
12
NBT Bank
New York
$341K 16,790 – –
Bank of America
13
Bank of America
North Carolina
$338K 16,679 +150 +0.9%
LPL Financial
14
LPL Financial
California
$337K 16,599 -3,363 -17%
Jane Street
15
Jane Street
New York
$263K 12,979 -109,056 -89%
Osaic Holdings
16
Osaic Holdings
Arizona
$160K 7,900 +313 +4%
IRC
17
Investors Research Corp
Georgia
$146K 7,197 -2,980 -29%
EWA
18
EverSource Wealth Advisors
Alabama
$68.7K 3,321 +3,321 New
Jones Financial Companies
19
Jones Financial Companies
Missouri
$51K 2,515 – –
PA
20
PSI Advisors
Florida
$17.4K 858 +858 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11K 528 – –
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$11K 527 +166 +46%
IAIM
23
International Assets Investment Management
Florida
$3.37K 166 +166 New
Wells Fargo
24
Wells Fargo
California
$20 1 – –
FTUS
25
Flow Traders U.S.
New York
– – -19,594 Closed
1
2