Who Owns MBSD?
FlexShares Disciplined Duration MBS Index Fund — Institutional Ownership & 13F Holdings
$20.68
+0.02 (+0.12%)
Market Cap
$93.9M
Shares Outstanding
4,494,028
Institutional Holders
28
Total Inst. Value
$61.0M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
6
Closed Positions
3
Increased
10
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHERN TRUST CORP | $16.6M | 806,385 |
| 2 | Boltwood Capital ManagementNew | $8.0M | 389,178 |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLCNew | $6.8M | 330,720 |
| 4 | Trivant Custom Portfolio Group, LLCNew | $6.4M | 309,313 |
| 5 | CreativeOne Wealth, LLC | $6.2M | 301,567 |
| 6 | MORGAN STANLEY | $5.2M | 250,138 |
| 7 | MGO ONE SEVEN LLCNew | $3.1M | 152,034 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 93,012 |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | $1.5M | 74,971 |
| 10 | BANK OF AMERICA CORP /DE/ | $744K | 36,096 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Boltwood Capital ManagementNew | +389K | $8.0M |
| COTTONWOOD CAPITAL ADVISORS, LLCNew | +331K | $6.8M |
| Trivant Custom Portfolio Group, LLCNew | +309K | $6.4M |
| CreativeOne Wealth, LLC | +10K | $6.2M |
| MORGAN STANLEY | +89K | $5.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| NORTHERN TRUST CORP | -179K | $16.6M |
| JANE STREET GROUP, LLC | -78K | $474K |
| Atria Investments, Inc | -24K | $551K |
| JONES FINANCIAL COMPANIES LLLP | -22K | $377K |
| CITADEL ADVISORS LLC | -14K | $504K |
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Frequently Asked Questions
How many institutional investors hold MBSD?
As of Q1 2025, 28 institutional investors report holding MBSD (FlexShares Disciplined Duration MBS Index Fund) in their 13F filings.
Which hedge fund owns the most MBSD?
The largest institutional holder of MBSD is NORTHERN TRUST CORP with $16.6M in shares.
Are institutions buying or selling MBSD?
This quarter, 6 institutions opened new positions in MBSD and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.