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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
FTUS
26
Flow Traders U.S.
New York
$10.3M -$464K -12,147 -4%
FNB
27
Farmers National Bank
Kentucky
$10.3M +$377K +9,871 +4%
PFA
28
Pathway Financial Advisors
Vermont
$9.51M +$1.38M +36,111 +17%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$9.23M -$5.12M -134,174 -36%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$9.11M +$150K +3,928 +2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.82M +$976K +25,567 +13%
SC
32
Steph & Co
Wisconsin
$8.07M -$104K -2,730 -1%
GT
33
Greenleaf Trust
Michigan
$7.92M -$326K -8,544 -4%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$7.33M +$830K +21,751 +13%
AFG
35
Arkansas Financial Group
Arkansas
$7.29M -$718K -18,822 -8%
BC
36
Brio Consultants
California
$6.41M +$308K +8,077 +5%
MCM
37
MAI Capital Management
Ohio
$6.27M +$90.9K +2,382 +1%
UBG
38
United Bank (Georgia)
Georgia
$6.21M +$161K +4,214 +3%
CA
39
CoreCap Advisors
Michigan
$6.04M +$883K +23,143 +17%
RYIA
40
Roehl & Yi Investment Advisors
Oregon
$5.58M -$117K -3,065 -2%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$5.51M +$439K +11,510 +9%
AWM
42
Austin Wealth Management
Texas
$5.48M +$420K +10,995 +8%
CNBT
43
Cornerstone National Bank & Trust
Illinois
$5.42M +$783K +20,518 +17%
SW
44
SVB Wealth
Massachusetts
$5.4M -$966K -25,322 -15%
BCM
45
Boltwood Capital Management
California
$5.12M -$1.68M -43,930 -25%
PPW
46
Pasadena Private Wealth
California
$5.06M -$7.54M -197,632 -60%
Wells Fargo
47
Wells Fargo
California
$5.05M -$2.3M -60,337 -32%
LI
48
Latigo Investments
Florida
$4.95M -$3.91M -102,500 -45%
BPA
49
Beacon Pointe Advisors
California
$4.82M -$53.4K -1,400 -1%
Corient Private Wealth
50
Corient Private Wealth
Florida
$4.73M +$171K +4,489 +4%

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.