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FlexShares Global Upstream Natural Resources Index Fund

252 hedge funds and large institutions have $4.42B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.97B → $4.42B (+$449M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 88

0.71% more ownership

Funds ownership: 83.54%84.25% (+0.71%)

6% less funds holding

Funds holding: 268252 (-16)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
252
Holders Change
-16
Holders Change %
-5.97%
% of All Funds
3.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
15
Increased
91
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$15.3K
SIS
227
Sound Income Strategies
Florida
$14.7K -$419 -10 -3%
KFA
228
Kelleher Financial Advisors
New York
$9.37K +$8.97K +214 New
HFS
229
Hantz Financial Services
Michigan
$9K -$13.8K -328 -63%
AWM
230
Activest Wealth Management
Florida
$8.06K +$42 +1 +0.5%
FGA
231
Fortis Group Advisors
New Jersey
$8.06K
MEG
232
Millstone Evans Group
Colorado
$7.62K
AW
233
Avion Wealth
Texas
$6K
NS
234
NBC Securities
Alabama
$5.91K
MA
235
Marquette Associates
Illinois
$4.99K -$587 -14 -11%
DFA
236
DHJJ Financial Advisors
Illinois
$4.6K
DWM
237
Dogwood Wealth Management
Kansas
$4.51K
HI
238
Harbour Investments
Wisconsin
$4.03K
HWA
239
Heritage Wealth Advisors
Virginia
$3.5K +$3.35K +80 New
CPG
240
Cornerstone Planning Group
New Jersey
$3.17K +$1.89K +45 +161%
GA
241
Guerra Advisors
Florida
$3.06K +$2.94K +70 New
NC
242
North Capital
Utah
$3.02K +$42 +1 +1%
WTC
243
WhitTier Trust Company
Nevada
$2.98K
PTC
244
Private Trust Company
Ohio
$2.98K -$671 -16 -19%
SWP
245
Strategic Wealth Partners
Ohio
$2.85K +$2.73K +65 New
DF
246
Dunhill Financial
United Kingdom
$2.71K
AF
247
Advisornet Financial
Minnesota
$2.68K +$1.47K +35 +135%
DWM
248
Darwin Wealth Management
Florida
$1.44K
PA
249
Parallel Advisors
California
$657
FDW
250
Fourth Dimension Wealth
Ohio
$569