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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $4.86B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 80

11% more funds holding

Funds holding: 252280 (+28)

10% more capital invested

Capital invested by funds: $4.42B → $4.86B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2.53% less ownership

Funds ownership: 84.25%81.72% (-2.5%)

Holders
280
Holders Change
+28
Holders Change %
+11.11%
% of All Funds
3.41%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
46
Increased
95
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$52.2K +$4.92K +111 +11%
PMFA
227
Plante Moran Financial Advisors
Michigan
$48K +$46.4K +1,046 New
CWM
228
Consultiva Wealth Management
Puerto Rico
$45.9K
UBS AM
229
UBS AM
Illinois
$43.6K +$42.1K +950 New
SNB
230
Security National Bank
Nebraska
$43.3K +$41.9K +945 New
LFG
231
Larson Financial Group
Missouri
$42.1K +$177 +4 +0.4%
IBOK
232
Independence Bank of Kentucky
Kentucky
$42K -$4.44K -100 -10%
GSWM
233
Golden State Wealth Management
California
$35.3K +$222 +5 +0.7%
PWA
234
Principia Wealth Advisory
Texas
$34.3K -$41.7K -940 -56%
ANBT
235
American National Bank & Trust
Texas
$29.7K
TCOV
236
Trust Company of Vermont
Vermont
$29.2K
NEWAS
237
N.E.W. Advisory Services
Wisconsin
$27.8K
AWM
238
AE Wealth Management
Kansas
$27K -$8.12K -183 -24%
DJSG
239
D.J. St. Germain
Massachusetts
$22.9K -$4.66K -105 -17%
KTC
240
Kentucky Trust Company
Kentucky
$22.6K
AC
241
AlphaCore Capital
California
$22.5K +$21.7K +490 New
LGWM
242
Litman Gregory Wealth Management
California
$20.5K +$19.8K +447 New
SIS
243
Sound Income Strategies
Florida
$16.6K
SPIA
244
Steward Partners Investment Advisory
New York
$16K
BFP
245
Birchwood Financial Partners
Minnesota
$16K +$15.5K +350 New
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$14.6K +$14.1K +318 New
USB
247
Union Savings Bank
Connecticut
$11.7K +$11.3K +255 New
TCM
248
Triumph Capital Management
Colorado
$11.5K +$11.1K +250 New
KFA
249
Kelleher Financial Advisors
New York
$9.81K
AWM
250
Activest Wealth Management
Florida
$8.5K +$44 +1 +0.5%