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FlexShares Global Upstream Natural Resources Index Fund

252 hedge funds and large institutions have $4.42B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.97B → $4.42B (+$449M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 88

0.71% more ownership

Funds ownership: 83.54%84.25% (+0.71%)

6% less funds holding

Funds holding: 268252 (-16)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
252
Holders Change
-16
Holders Change %
-5.97%
% of All Funds
3.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
15
Increased
91
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNB
26
Farmers National Bank
Kentucky
$12.2M +$286K +6,831 +3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$10.6M -$410K -9,784 -4%
UBS Group
28
UBS Group
Switzerland
$9.56M +$426K +10,150 +5%
SC
29
Steph & Co
Wisconsin
$9.41M -$60K -1,432 -0.7%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$9.23M -$665K -15,853 -7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.55M -$486K -11,596 -6%
Bessemer Group
32
Bessemer Group
New Jersey
$8.26M +$2.64M +63,014 +50%
AFG
33
Arkansas Financial Group
Arkansas
$8.16M -$460K -10,976 -6%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$8.08M +$211K +5,028 +3%
LNB
35
Ledyard National Bank
$7.95M +$133K +3,183 +2%
UBG
36
United Bank (Georgia)
Georgia
$7.76M +$201K +4,786 +3%
BC
37
Brio Consultants
California
$7.62M +$229K +5,464 +3%
MCM
38
MAI Capital Management
Ohio
$7.58M +$346K +8,245 +5%
PPW
39
Pasadena Private Wealth
California
$7.41M +$850K +20,275 +14%
CA
40
CoreCap Advisors
Michigan
$7.18M +$95.9K +2,288 +1%
ACM
41
Avos Capital Management
Washington
$6.93M +$812K +19,354 +14%
AWM
42
Austin Wealth Management
Texas
$6.75M +$214K +5,113 +3%
IWP
43
IAG Wealth Partners
Wisconsin
$6.54M +$717K +17,092 +13%
RYIA
44
Roehl & Yi Investment Advisors
Oregon
$6.06M -$155K -3,704 -3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$5.92M +$202K +4,816 +4%
CNBT
46
Cornerstone National Bank & Trust
Illinois
$5.45M +$81.8K +1,951 +2%
BCM
47
Boltwood Capital Management
California
$5.13M -$62.3K -1,486 -1%
SRSA
48
S.R. Schill & Associates
Washington
$5.03M -$73K -1,742 -1%
FA
49
Fermata Advisors
California
$4.74M -$220K -5,253 -5%
CFB
50
Cullen/Frost Bankers
Texas
$4.73M -$3.23M -76,911 -42%