Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (MBSD)

30 + Investors. Track Smart Money conviction in MBSD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
62%

Smart Money Signals — MBSD

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MBSD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
30 funds currently hold this stock — 91% of the 3.0-year high of 33 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

18 buying11 selling
Last quarter: 18 funds were net buyers (1 opened a brand new position + 17 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 6 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 30% medium ■ 10% new
18 out of 30 hedge funds have held MBSD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

1 → 2 → 6 → 1 → 1 new funds/Q
New funds entering each quarter: 2 → 6 → 1 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 67% veterans vs 10% newcomers

■ 67% veterans ■ 23% 1-2yr ■ 10% new
Entry-cohort mix of 30 holders: 20 (67%) are 2+ year veterans, 7 entered 1–2 years ago, and 3 (10%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
7 of 30 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in MBSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MBSD

In 2026 Q2, 18 hedge funds were net buyers of MBSD (1 opened a new position, 17 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net selling has persisted for two consecutive quarters. 41% of total institutional value in MBSD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: MBSD

How many hedge funds hold MBSD — quarterly history vs. share price
Quarterly hedge fund ownership of MBSD vs. share price

Market Analysis: MBSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBSD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: MBSD
30 + Investors

Track Smart Money conviction in MBSD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 32 -6.25%
13F Shares 4M 4M -7.44%
Total Value $76M $82M -7.93%
New Positions 1 1 -
Increased Positions 17 14 +3
Closed Positions 3 2 +1
Reduced Positions 8 10 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBSD

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Institutional Holders (2026 Q2)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MBSD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MBSD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cottonwood Capital Advisors, LLC 4.79% 385,784 $8.0M
2 Cornerstone National Bank & Trust Co 2.78% 399,826 $8.2M
3 Boltwood Capital Management 1.22% 258,214 $5.3M
4 Titleist Asset Management, LLC 0.30% 214,054 $4.4M
5 Mgo One Seven LLC 0.11% 331,612 $6.8M
6 Investors Research Corp 0.03% 9,454 $195K
7 Leuthold Group, LLC 0.03% 13,487 $278K
8 CoreCap Advisors, LLC 0.01% 18,728 $386K
9 Wealth Enhancement Advisory Services, LLC 0.01% 310,227 $6.4M
10 CreativeOne Wealth, LLC 0.01% 22,507 $464K
11 Atria Investments, Inc 0.01% 33,517 $691K
12 Nbt Bank, N.A. 0.01% 5,055 $104K
13 Sanctuary Advisors, LLC 0.01% 69,886 $1.4M
14 Mosley Wealth Management 0.00% 433 $9K
15 Ancora Advisors LLC 0.00% 4,230 $87K
16 International Assets Investment Management, LLC 0.00% 718 $15K
17 Creative Financial Designs Inc /Adv 0.00% 700 $14K
18 EverSource Wealth Advisors, LLC 0.00% 579 $12K
19 Morgan Stanley 0.00% 347,876 $7.2M
20 Raymond James Financial Inc 0.00% 59,807 $1.2M
21 Jones Financial Companies Lllp 0.00% 34,010 $704K
22 Osaic Holdings, INC. 0.00% 11,170 $230K
23 LPL Financial LLC 0.00% 28,995 $598K
24 Bank of America Corp /de/ 0.00% 68,405 $1.4M
25 Rockefeller Capital Management L.P. 0.00% 837 $17K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Flexshares Tr (MBSD)

What does the Smart Money Trend signal show for MBSD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MBSD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MBSD?

More buyers than sellers — 62% buying: Last quarter: 18 funds were net buyers (1 opened a brand new position + 17 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBSD holders?

Elite ownership — 41% AUM from top-100 funds: 7 of 30 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in MBSD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MBSD?

60% of holders stayed for 2+ years: 18 out of 30 hedge funds have held MBSD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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