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FlexShares Global Upstream Natural Resources Index Fund

175 hedge funds and large institutions have $4.21B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

35% more capital invested

Capital invested by funds: $3.11B → $4.21B (+$1.1B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

23% more funds holding

Funds holding: 142175 (+33)

1.05% more ownership

Funds ownership: 89.03%90.08% (+1.1%)

Holders
175
Holders Change
+33
Holders Change %
+23.24%
% of All Funds
3.07%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
43
Increased
58
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
26
Cornerstone National Bank & Trust
Illinois
$9.22M +$5.8M +163,021 +178%
NL
27
Navalign LLC
California
$8.84M +$8.69M +244,135 New
PPW
28
Pasadena Private Wealth
California
$8.7M +$47.2K +1,326 +0.6%
PFA
29
Pathway Financial Advisors
Vermont
$8.59M +$10.3K +289 +0.1%
Wells Fargo
30
Wells Fargo
California
$8.12M +$1.95M +54,767 +32%
ETS
31
ESL Trust Services
New York
$7.61M -$8.9K -250 -0.1%
IA
32
IndexIQ Advisors
New York
$7.05M -$3.18M -89,274 -31%
RCM
33
Rain Capital Management
Oregon
$6.95M +$6.84M +192,155 New
V
34
VeraBank
Texas
$6.34M +$224K +6,294 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6.25M -$2.34M -65,710 -28%
AWA
36
Aaron Wealth Advisors
Illinois
$6.16M +$2.38M +66,951 +65%
Bank of America
37
Bank of America
North Carolina
$5.94M +$2.92M +82,145 +100%
FA
38
FDx Advisors
Illinois
$5.9M -$178K -4,996 -3%
Franklin Resources
39
Franklin Resources
California
$5.34M +$101K +2,831 +2%
SRSA
40
S.R. Schill & Associates
Washington
$4.88M -$14.6K -409 -0.3%
CCMG
41
Clark Capital Management Group
Pennsylvania
$4.81M +$4.73M +132,924 New
FNB
42
Farmers National Bank
Kentucky
$4.58M +$2.17M +60,947 +93%
AFG
43
Arkansas Financial Group
Arkansas
$4.1M -$347K -9,751 -8%
OFG
44
Omega Financial Group
California
$3.6M +$1.01M +28,275 +40%
FA
45
Fortis Advisors
Pennsylvania
$3.38M +$3.32M +93,418 New
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$3.22M +$3.17M +88,963 New
TI
47
Truxt Investmentos
Brazil
$3.08M +$3.02M +85,000 New
Ameriprise
48
Ameriprise
Minnesota
$2.79M +$2.74M +77,051 New
CFO
49
CVA Family Office
Colorado
$2.63M +$2.24M +63,031 +647%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$2.58M +$2.15M +60,535 +559%

GUNR Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2021, worth a combined $4.21B — up 35% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 8 closed out — a net gain of 35 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Northern Trust, adding an estimated $517M. The largest seller was MD Financial Management, cutting an estimated $8.71M.

  • 175 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2021, up from 142 in Q4 2020.
  • Funds reported $4.21B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2021, up 35% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2021 and 8 closed out, a net change of +35 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2021 was Northern Trust, an estimated $517M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2021 was MD Financial Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2021.