Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (MBSD)

32 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — MBSD

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
32 hedge funds hold MBSD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

15 buying12 selling
Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~1 new funds per quarter

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

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 28% medium ■ 12% new
19 out of 32 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.
➡️

Steady discovery — ~1 new funds/quarter

3 → 1 → 2 → 6 → 1 new funds/Q
New funds entering each quarter: 1 → 2 → 6 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 16% newcomers

■ 59% veterans ■ 25% 1-2yr ■ 16% new
Entry-cohort mix of 32 holders: 19 (59%) are 2+ year veterans, 8 entered 1–2 years ago, and 5 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
9 of 32 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 15 hedge funds were net buyers of MBSD (1 opened a new position, 14 added to an existing one), while 12 reduced or exited (10 trimmed, 2 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 37% of total institutional value in MBSD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 32.

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

-- --

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

Is It Too Late to Buy Flexshares Tr (MBSD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MBSD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
MBSD
-0.4%
SPY
+15.1%

MBSD outperformed SPY by -15.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
MBSD
+0.9%
SPY
+1.3%

Since the filing became public, MBSD outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 33 -3.03%
13F Shares 4M 4M 7.2%
Total Value $82M $78M 6.02%
New Positions 1 6 -5
Increased Positions 14 17 -3
Closed Positions 2 0 +2
Reduced Positions 10 6 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBSD

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Financial Highlights

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Institutional Holders (2026 Q1)

32 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cottonwood Capital Advisors, LLC 5.52% 378,279 $7.8M
2 Cornerstone National Bank & Trust Co 4.63% 608,915 $12.6M
3 Boltwood Capital Management 1.51% 285,683 $5.9M
4 Titleist Asset Management, LLC 0.33% 208,874 $4.3M
5 CreativeOne Wealth, LLC 0.14% 294,424 $6.1M
6 Mgo One Seven LLC 0.13% 319,831 $6.6M
7 Investors Research Corp 0.04% 9,035 $187K
8 Leuthold Group, LLC 0.03% 13,302 $275K
9 Mosley Wealth Management 0.03% 2,828 $59K
10 CoreCap Advisors, LLC 0.01% 19,803 $410K
11 Wealth Enhancement Advisory Services, LLC 0.01% 193,032 $4.0M
12 Atria Investments, Inc 0.01% 33,699 $698K
13 Sanctuary Advisors, LLC 0.01% 68,976 $1.4M
14 Nbt Bank N A /Ny 0.01% 5,055 $105K
15 Ancora Advisors LLC 0.00% 4,230 $88K
16 International Assets Investment Management, LLC 0.00% 718 $15K
17 Creative Financial Designs Inc /Adv 0.00% 694 $14K
18 Morgan Stanley 0.00% 313,047 $6.5M
19 Raymond James Financial Inc 0.00% 54,611 $1.1M
20 Jones Financial Companies Lllp 0.00% 32,276 $664K
21 Osaic Holdings, INC. 0.00% 7,635 $158K
22 LPL Financial LLC 0.00% 30,657 $635K
23 EverSource Wealth Advisors, LLC 0.00% 100 $4K
24 Bank of America Corp /de/ 0.00% 58,651 $1.2M
25 Citadel Advisors LLC 0.00% 23,451 $486K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 56% buying: Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MBSD holders?

Strong quality — 37% AUM from major funds: 9 of 32 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MBSD?

59% of holders stayed for 2+ years: 19 out of 32 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.

Is it too late to buy Flexshares Tr (MBSD) following the 2026 Q1 hedge fund 13F filings?

As of today, MBSD has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), MBSD has gained -0.4% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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