FlexShares Disciplined Duration MBS Index Fund
MBSD
MBSD
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
28
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$19.9M | |
| 2 | +$1.31M | |
| 3 | +$768K | |
| 4 |
Morgan Stanley
New York
|
+$375K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$319K |
Top Sellers
| 1 | -$423K | |
| 2 | -$364K | |
| 3 | -$268K | |
| 4 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$112K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$94K |