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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
Lido Advisors
276
Lido Advisors
California
-$597K -16,412 Closed
FFA
277
First Foundation Advisors
California
-$505K -13,880 Closed
FPB
278
First PREMIER Bank
South Dakota
-$451K -12,400 Closed
PPC
279
Park Place Capital
Alabama
-$431K -11,851 Closed
RB
280
Renasant Bank
Mississippi
-$431K -11,851 Closed
NFW
281
Noble Family Wealth
Florida
-$411K -11,370 Closed
IWC
282
Integrated Wealth Concepts
Massachusetts
-$320K -8,804 Closed
PAS
283
Park Avenue Securities
New York
-$276K -7,593 Closed
WS
284
Wedbush Securities
California
-$265K -7,299 Closed
TWP
285
Total Wealth Planning
Ohio
-$227K -6,245 Closed
PL
286
Plancorp LLC
Missouri
-$227K -6,230 Closed
ACM
287
Advance Capital Management
Michigan
-$215K -5,920 Closed
D.E. Shaw & Co
288
D.E. Shaw & Co
New York
-$207K -5,690 Closed
Squarepoint
289
Squarepoint
New York
-$205K -5,640 Closed
Truist Financial
290
Truist Financial
North Carolina
-$204K -5,598 Closed
Tudor Investment Corp
291
Tudor Investment Corp
Connecticut
-$202K -5,547 Closed
EF
292
Empowered Funds
Pennsylvania
-$119K -3,281 Closed
OA
293
Operose Advisors
Wisconsin
-$57.3K -1,577 Closed
AWM
294
Avior Wealth Management
Nebraska
-$56.4K -1,552 Closed
SMAM
295
Sugar Maple Asset Management
Wisconsin
-$44.6K -1,228 Closed
AIM
296
Arcadia Investment Management
Michigan
-$40.9K -1,125 Closed
SAM
297
Synergy Asset Management
Washington
-$36K -873 Closed
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
-$29.9K -823 Closed
WB
299
Webster Bank
Connecticut
-$14.3K -393 Closed
SNB
300
Security National Bank
Nebraska
-$12.7K -350 Closed

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.