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FlexShares Disciplined Duration MBS Index Fund

25 hedge funds and large institutions have $57.9M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
1
Increased
14
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$17.3M +$562K +27,144 +3%
BCM
2
Boltwood Capital Management
California
$7.41M -$642K -31,018 -8%
CCA
3
Cottonwood Capital Advisors
Utah
$7.23M +$381K +18,396 +6%
CW
4
CreativeOne Wealth
Kansas
$6.19M -$55.5K -2,682 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$5.63M +$455K +21,985 +9%
MOS
6
MGO One Seven
Ohio
$4.83M +$1.68M +81,072 +53%
Jane Street
7
Jane Street
New York
$1.93M +$1.46M +70,389 +307%
TAM
8
Titleist Asset Management
Texas
$1.55M +$1.9K +92 +0.1%
Bank of America
9
Bank of America
North Carolina
$982K +$235K +11,357 +31%
SW
10
Simplicity Wealth
New Jersey
$745K +$378K +18,274 +103%
Raymond James Financial
11
Raymond James Financial
Florida
$672K +$4.39K +212 +0.7%
AI
12
Atria Investments
North Carolina
$617K +$64.7K +3,126 +12%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$590K +$3.65K +177 +0.6%
LPL Financial
14
LPL Financial
California
$548K +$267K +12,898 +95%
CA
15
CoreCap Advisors
Michigan
$530K -$28.6K -1,380 -5%
Citadel Advisors
16
Citadel Advisors
Florida
$470K -$35.6K -1,718 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$307K +$307K +14,840 New
IRC
18
Investors Research Corp
Georgia
$168K +$7.97K +385 +5%
NB
19
NBT Bank
New York
$105K
Osaic Holdings
20
Osaic Holdings
Arizona
$73.9K -$155K -7,637 -68%
AA
21
Ancora Advisors
Ohio
$66.9K +$41.4K +2,000 +163%
CFD
22
Creative Financial Designs
Indiana
$22.1K -$10.2K -491 -31%
EWA
23
EverSource Wealth Advisors
Alabama
$12K -$83 -4 -0.7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K -$889 -48 -31%