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FlexShares Disciplined Duration MBS Index Fund

29 hedge funds and large institutions have $72.8M invested in FlexShares Disciplined Duration MBS Index Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

7% more funds holding

Funds holding: 2729 (+2)

1% more capital invested

Capital invested by funds: $72M → $72.8M (+$770K)

0.78% less ownership

Funds ownership: 84.83%84.06% (-0.78%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
3
Increased
15
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$18.1M +$699K +33,780 +4%
CNBT
2
Cornerstone National Bank & Trust
Illinois
$13.4M +$267K +12,921 +2%
CCA
3
Cottonwood Capital Advisors
Utah
$7.34M +$60.3K +2,915 +0.8%
BCM
4
Boltwood Capital Management
California
$6.99M -$474K -22,907 -6%
CW
5
CreativeOne Wealth
Kansas
$6.14M -$91.5K -4,424 -1%
MOS
6
MGO One Seven
Ohio
$6M +$1.12M +54,378 +23%
Morgan Stanley
7
Morgan Stanley
New York
$5.95M +$274K +13,259 +5%
TAM
8
Titleist Asset Management
Texas
$1.57M +$3.45K +167 +0.2%
SA
9
Sanctuary Advisors
Indiana
$1.23M +$314K +15,198 +35%
Bank of America
10
Bank of America
North Carolina
$1.03M +$38.9K +1,879 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$828K +$150K +7,256 +22%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$689K +$91.3K +4,412 +15%
Jane Street
13
Jane Street
New York
$670K -$1.27M -61,222 -66%
AI
14
Atria Investments
North Carolina
$628K +$5.87K +284 +1%
CA
15
CoreCap Advisors
Michigan
$490K -$43.4K -2,100 -8%
LPL Financial
16
LPL Financial
California
$488K -$64.1K -3,100 -12%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$332K +$22.1K +1,068 +7%
Citadel Advisors
18
Citadel Advisors
Florida
$279K -$193K -9,318 -41%
IRC
19
Investors Research Corp
Georgia
$176K +$7.18K +347 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$176K +$1.24K +60 +0.7%
NB
21
NBT Bank
New York
$105K
AA
22
Ancora Advisors
Ohio
$67.4K
CFD
23
Creative Financial Designs
Indiana
$22.5K +$207 +10 +0.9%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$16.9K +$16.8K +811 New
EWA
25
EverSource Wealth Advisors
Alabama
$12.1K

MBSD Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q3 2025, worth a combined $72.8M — up 1.1% from $72M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MBSD positions and 1 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was MGO One Seven, adding an estimated $1.12M. The largest seller was Jane Street, cutting an estimated $1.27M.

  • 29 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q3 2025, up from 27 in Q2 2025.
  • Funds reported $72.8M of FlexShares Disciplined Duration MBS Index Fund stock for Q3 2025, up 1.1% quarter-over-quarter.
  • 3 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q3 2025 was MGO One Seven, an estimated $1.12M added.
  • The largest FlexShares Disciplined Duration MBS Index Fund seller in Q3 2025 was Jane Street, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2025.