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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
FGA
251
Fortis Group Advisors
New Jersey
$8.44K
MEG
252
Millstone Evans Group
Colorado
$7.98K
TSMHT
253
Thurston Springer Miller Herd & Titak
Indiana
$6.29K +$6.08K +137 New
AAP
254
Arax Advisory Partners
Colorado
$6.28K +$6.08K +137 New
NS
255
NBC Securities
Alabama
$6.19K
AW
256
Avion Wealth
Texas
$6K
PTC
257
Private Trust Company
Ohio
$5.09K +$1.91K +43 +63%
DFA
258
DHJJ Financial Advisors
Illinois
$4.82K
DWM
259
Dogwood Wealth Management
Kansas
$4.72K
MA
260
Marquette Associates
Illinois
$4.63K -$577 -13 -11%
CPG
261
Cornerstone Planning Group
New Jersey
$3.83K
HI
262
Harbour Investments
Wisconsin
$3.76K -$444 -10 -11%
AA
263
Ancora Advisors
Ohio
$3.62K +$3.5K +79 New
WTC
264
WhitTier Trust Company
Nevada
$3.21K
SEP
265
Signature Equity Partners
Ohio
$3.17K +$3.06K +69 New
IAIM
266
International Assets Investment Management
Florida
$3.12K +$3.02K +68 New
DF
267
Dunhill Financial
United Kingdom
$2.84K
BW
268
Basepoint Wealth
Iowa
$2.84K +$2.75K +62 New
AF
269
Advisornet Financial
Minnesota
$2.81K
CTA
270
Colonial Trust Advisors
South Carolina
$2.8K +$2.71K +61 New
Citigroup
271
Citigroup
New York
$1.79K -$664K -14,961 -100%
AssetMark Inc
272
AssetMark Inc
California
$1.7K +$1.15K +26 +236%
DWM
273
Darwin Wealth Management
Florida
$1.51K
GWM
274
Geneos Wealth Management
Colorado
$1.47K +$1.42K +32 New
WSFS
275
Wilmington Savings Fund Society
Delaware
$1.38K -$16.1K -362 -92%