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FlexShares Disciplined Duration MBS Index Fund

29 hedge funds and large institutions have $61.3M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
13
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$16.6M 806,385 -179,235 -18%
BCM
2
Boltwood Capital Management
California
$8.04M 389,178 -22,345 -5%
CCA
3
Cottonwood Capital Advisors
Utah
$6.83M 330,720 +33,009 +11%
TCPG
4
Trivant Custom Portfolio Group
California
$6.39M 309,313 +45,499 +17%
CW
5
CreativeOne Wealth
Kansas
$6.23M 301,567 +10,018 +3%
Morgan Stanley
6
Morgan Stanley
New York
$5.16M 250,138 +88,670 +55%
MOS
7
MGO One Seven
Ohio
$3.14M 152,034 +152,034 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.92M 93,012 +9,533 +11%
TAM
9
Titleist Asset Management
Texas
$1.55M 74,971 +5,914 +9%
Bank of America
10
Bank of America
North Carolina
$745K 36,096 +16,557 +85%
Raymond James Financial
11
Raymond James Financial
Florida
$666K 32,249 +17,832 +124%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$587K 28,423 +1,283 +5%
CA
13
CoreCap Advisors
Michigan
$557K 26,993 +1,758 +7%
AI
14
Atria Investments
North Carolina
$551K 26,684 -23,781 -47%
Citadel Advisors
15
Citadel Advisors
Florida
$504K 24,434 -13,585 -36%
Jane Street
16
Jane Street
New York
$474K 22,944 -78,277 -77%
SW
17
Simplicity Wealth
New Jersey
$366K 17,734 +17,734 New
LPL Financial
18
LPL Financial
California
$280K 13,585 -70 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$233K 11,289 +7,637 +209%
IRC
20
Investors Research Corp
Georgia
$160K 7,729 +33 +0.4%
NB
21
NBT Bank
New York
$104K 5,055 -10,927 -68%
CFD
22
Creative Financial Designs
Indiana
$32.2K 1,560 +52 +3%
PA
23
PSI Advisors
Florida
$25.4K 1,232 -569 -32%
AA
24
Ancora Advisors
Ohio
$25.4K 1,230 +1,230 New
PS
25
Principal Securities
Iowa
$17.2K 850