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FlexShares Disciplined Duration MBS Index Fund

28 hedge funds and large institutions have $60.2M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
14
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$19.9M 985,620 +985,620 New
BCM
2
Boltwood Capital Management
California
$8.33M 411,523 -5,546 -1%
CCA
3
Cottonwood Capital Advisors
Utah
$6.02M 297,711 +12,239 +4%
CW
4
CreativeOne Wealth
Kansas
$5.9M 291,549 -4,646 -2%
TCPG
5
Trivant Custom Portfolio Group
California
$5.34M 263,814 -20,926 -7%
Morgan Stanley
6
Morgan Stanley
New York
$3.27M 161,468 +18,513 +13%
Jane Street
7
Jane Street
New York
$2.05M 101,221 +64,854 +178%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.69M 83,479 +37,977 +83%
SA
9
Sanctuary Advisors
Indiana
$1.47M 71,923 +1,633 +2%
TAM
10
Titleist Asset Management
Texas
$1.4M 69,057 +5,197 +8%
AI
11
Atria Investments
North Carolina
$1.02M 50,465 +759 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$769K 38,019 -4,091 -10%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$549K 27,140 +15,742 +138%
CA
14
CoreCap Advisors
Michigan
$511K 25,235 +4,241 +20%
Bank of America
15
Bank of America
North Carolina
$395K 19,539 +2,765 +16%
NB
16
NBT Bank
New York
$323K 15,982
Raymond James Financial
17
Raymond James Financial
Florida
$292K 14,417 +14,417 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$285K 14,091 -13,250 -48%
LPL Financial
19
LPL Financial
California
$276K 13,655 -141 -1%
IRC
20
Investors Research Corp
Georgia
$156K 7,696 +142 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$73.9K 3,652 +300 +9%
PA
22
PSI Advisors
Florida
$36.4K 1,801 +128 +8%
CFD
23
Creative Financial Designs
Indiana
$30.5K 1,508 +22 +1%
EWA
24
EverSource Wealth Advisors
Alabama
$24.3K 1,200 -1 -0.1%
PS
25
Principal Securities
Iowa
$17.2K 850