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FlexShares Global Upstream Natural Resources Index Fund

297 hedge funds and large institutions have $6.26B invested in FlexShares Global Upstream Natural Resources Index Fund in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

29% more capital invested

Capital invested by funds: $4.86B → $6.26B (+$1.4B)

27% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 79

6% more funds holding

Funds holding: 280297 (+17)

1.17% more ownership

Funds ownership: 81.72%82.89% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

Holders
297
Holders Change
+17
Holders Change %
+6.07%
% of All Funds
3.66%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
100
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$16.3M -$1.25M -23,912 -7%
FNB
27
Farmers National Bank
Kentucky
$15.5M +$97.3K +1,865 +0.7%
UBS Group
28
UBS Group
Switzerland
$13.7M +$796K +15,248 +7%
PPW
29
Pasadena Private Wealth
California
$12.8M +$1.87M +35,883 +18%
UBG
30
United Bank (Georgia)
Georgia
$11.7M +$1.88M +35,968 +21%
CIM
31
Cambria Investment Management
California
$11M +$10.4M +198,999 New
LNB
32
Ledyard National Bank
$10.8M +$649K +12,446 +7%
Bessemer Group
33
Bessemer Group
New Jersey
$10.7M +$41.2K +789 +0.4%
MHS
34
M Holdings Securities
Oregon
$10.6M -$1.4M -26,773 -12%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10.5M -$164K -3,145 -2%
SC
36
Steph & Co
Wisconsin
$10.4M -$993K -19,040 -9%
MCM
37
MAI Capital Management
Ohio
$10.4M +$197K +3,784 +2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$10.2M +$1.95M +37,454 +26%
CA
39
CoreCap Advisors
Michigan
$9.62M +$311K +5,964 +4%
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$9.41M -$1.8M -34,425 -17%
BC
41
Brio Consultants
California
$9.26M -$821K -15,741 -9%
IWP
42
IAG Wealth Partners
Wisconsin
$8.98M +$292K +5,603 +4%
AFG
43
Arkansas Financial Group
Arkansas
$8.79M -$973K -18,649 -11%
RYIA
44
Roehl & Yi Investment Advisors
Oregon
$8.21M +$541K +10,370 +7%
V
45
VeraBank
Texas
$7.8M +$4.49M +86,014 +155%
CNBT
46
Cornerstone National Bank & Trust
Illinois
$7.63M +$803K +15,381 +12%
CFO
47
Cambient Family Office
Michigan
$7.57M +$825K +15,819 +13%
ACM
48
Avos Capital Management
Washington
$7.56M -$1.11M -21,254 -13%
BCM
49
Boltwood Capital Management
California
$7.13M +$706K +13,533 +12%
BPA
50
Beacon Pointe Advisors
California
$7.04M +$1.52M +29,138 +30%