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FlexShares Global Upstream Natural Resources Index Fund

262 hedge funds and large institutions have $4.07B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.44% more ownership

Funds ownership: 82.23%82.67% (+0.44%)

3% less capital invested

Capital invested by funds: $4.18B → $4.07B (-$115M)

10% less funds holding

Funds holding: 290262 (-28)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
262
Holders Change
-28
Holders Change %
-9.66%
% of All Funds
3.51%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
27
Increased
71
Reduced
106
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
226
Kentucky Trust Company
Kentucky
$26K
ANBT
227
American National Bank & Trust
Texas
$25.1K
WSFS
228
Wilmington Savings Fund Society
Delaware
$25.1K
NEWAS
229
N.E.W. Advisory Services
Wisconsin
$23.6K +$23.2K +607 New
KWM
230
Kiker Wealth Management
Georgia
$23.4K +$23K +603 New
TCOV
231
Trust Company of Vermont
Vermont
$23.4K
PA
232
Parallel Advisors
California
$20.5K -$1.76K -46 -8%
LC
233
Lindbrook Capital
California
$14K
SPIA
234
Steward Partners Investment Advisory
New York
$13.6K
SIS
235
Sound Income Strategies
Florida
$13.5K +$382 +10 +3%
FFA
236
Frazier Financial Advisors
Ohio
$12.2K +$12K +314 New
HPC
237
HM Payson & Co
Maine
$9.66K +$9.5K +249 New
TSMHT
238
Thurston Springer Miller Herd & Titak
Indiana
$9.36K +$3.13K +82 +52%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$9.31K
FGAM
240
Financial Gravity Asset Management
Texas
$9.2K +$9.04K +237 New
GWMI
241
Guardian Wealth Management (Illinois)
Illinois
$7.61K
FGA
242
Fortis Group Advisors
New Jersey
$7.14K
AWM
243
Activest Wealth Management
Florida
$7.03K +$38 +1 +0.6%
MEG
244
Millstone Evans Group
Colorado
$6.75K +$6.64K +174 New
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.95K +$38 +1 +0.7%
MA
246
Marquette Associates
Illinois
$5.71K -$458 -12 -8%
HI
247
Harbour Investments
Wisconsin
$5.56K -$38K -996 -87%
AAP
248
Arax Advisory Partners
Colorado
$5.32K +$5.23K +137 New
AW
249
Avion Wealth
Texas
$5K
NS
250
NBC Securities
Alabama
$5K +$5.15K +135 New

GUNR Hedge Fund Activity: Q1 2025 in Review

262 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2025, worth a combined $4.07B — down 2.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GUNR and 27 opened new positions — a net loss of 21 holders — while 106 trimmed existing stakes and 71 added.

The largest buyer was Evoke Wealth, adding an estimated $17M. The largest seller was Northern Trust, cutting an estimated $248M.

  • 262 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2025, down from 290 in Q4 2024.
  • Funds reported $4.07B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2025 and 48 closed out, a net change of -21 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2025 was Evoke Wealth, an estimated $17M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2025 was Northern Trust, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2025.