Who Owns FlexShares Disciplined Duration MBS Index Fund (MBSD)?Hedge Fund & Institutional Holders
Institutional Holders
35
as of Q4 2025
Total Institutional Value
$1.8000000748200065e+91T
% of Float Held
—
QoQ Change in Holders
+12 / -0
Price History
MBSD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | New Position | +360K | +$7.5B |
| CoreCap Advisors, LLC | New Position | +21K | +$441.0M |
| RAYMOND JAMES FINANCIAL INC | Increased | +10K | +$171.5M |
| NBT BANK N A /NY | New Position | +5K | +$105.0M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +718 | +$14.0M |
| Cornerstone National Bank & Trust Co | New Position | +643K | +$13.4M |
| MGO ONE SEVEN LLC | New Position | +309K | +$6.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +284K | +$5.9M |
| LEUTHOLD GROUP, LLC | New Position | +13K | +$276K |
| MORGAN STANLEY | Increased | +11K | +$47K |
| Investors Research Corp | Increased | +298 | +$5K |
| CWM, LLC | New Position | +108 | +$2K |
| AE Wealth Management LLC | New Position | +1K | +$0 |
| TITLEIST ASSET MANAGEMENT, LLC | New Position | +200K | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +33K | +$0 |
MBSD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CreativeOne Wealth, LLC | Decreased | -280K | -$6.1B |
| JANE STREET GROUP, LLC | Decreased | -12K | -$669.8M |
| Boltwood Capital Management | Decreased | -23K | -$512.4M |
| UBS Group AG | Decreased | -160 | -$3.7M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Decreased | -29 | -$1.5M |
Top Institutional Holders(Q4 2025)
MBSD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 31 | $33.6B | +12 |
| Q3 2025 | 19 | $34.4B | -3 |
| Q2 2025 | 22 | $32.9B | -6 |
| Q1 2025 | 28 | $59.3B | +3 |
| Q4 2024 | 25 | $49.3B | +1 |
| Q3 2024 | 24 | $1.1T | +5 |
| Q2 2024 | 19 | $266.9B | +3 |
| Q1 2024 | 16 | $277.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 35 institutional investors hold MBSD (FlexShares Disciplined Duration MBS Index Fund). The largest holder is NORTHERN TRUST CORP with $18.0B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own MBSD?
As of Q4 2025, 35 institutional investors report holding MBSD (FlexShares Disciplined Duration MBS Index Fund) in their 13F filings.
Who is the largest institutional holder of MBSD?
The largest institutional holder of MBSD is NORTHERN TRUST CORP with $18.0B in shares.
Is institutional ownership of MBSD increasing or decreasing?
This quarter, 12 institutions opened new positions in MBSD and 0 closed their positions.