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FlexShares Disciplined Duration MBS Index Fund

28 hedge funds and large institutions have $39.9M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCM
1
Boltwood Capital Management
California
$8.75M 417,069 -19,616 -4%
CW
2
CreativeOne Wealth
Kansas
$6.21M 296,195 +224,749 +315%
CCA
3
Cottonwood Capital Advisors
Utah
$5.99M 285,472 +61,397 +27%
TCPG
4
Trivant Custom Portfolio Group
California
$5.97M 284,740 -2,598 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$3M 142,955 +36,892 +35%
SA
6
Sanctuary Advisors
Indiana
$1.44M 70,290 +7,155 +11%
TAM
7
Titleist Asset Management
Texas
$1.34M 63,860 -1,108 -2%
AI
8
Atria Investments
North Carolina
$1.04M 49,706 +3,299 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$955K 45,502 +45,502 New
Citadel Advisors
10
Citadel Advisors
Florida
$883K 42,110 +19,358 +85%
Jane Street
11
Jane Street
New York
$763K 36,367 +23,388 +180%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$574K 27,341 +27,341 New
RJA
13
Raymond James & Associates
Florida
$564K 26,881 +3,570 +15%
CA
14
CoreCap Advisors
Michigan
$440K 20,994 +1,459 +7%
SW
15
Simplicity Wealth
New Jersey
$364K 17,345 +17,345 New
Bank of America
16
Bank of America
North Carolina
$352K 16,774 +95 +0.6%
NB
17
NBT Bank
New York
$335K 15,982 -808 -5%
LPL Financial
18
LPL Financial
California
$289K 13,796 -2,803 -17%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$240K 11,398 +8,883 +353%
IRC
20
Investors Research Corp
Georgia
$158K 7,554 +357 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$70.3K 3,352 -4,548 -58%
PA
22
PSI Advisors
Florida
$35.1K 1,673 +815 +95%
CFD
23
Creative Financial Designs
Indiana
$31.2K 1,486 +1,486 New
EWA
24
EverSource Wealth Advisors
Alabama
$25.2K 1,201 -2,120 -64%
PS
25
Principal Securities
Iowa
$17.8K 850 +850 New