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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $4.86B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 80

11% more funds holding

Funds holding: 252280 (+28)

10% more capital invested

Capital invested by funds: $4.42B → $4.86B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2.53% less ownership

Funds ownership: 84.25%81.72% (-2.5%)

Holders
280
Holders Change
+28
Holders Change %
+11.11%
% of All Funds
3.41%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
46
Increased
95
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$14.3M +$497K +11,194 +4%
FNB
27
Farmers National Bank
Kentucky
$12.8M +$36.9K +832 +0.3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$11.3M +$257K +5,799 +2%
UBS Group
29
UBS Group
Switzerland
$10.7M +$659K +14,849 +7%
MHS
30
M Holdings Securities
Oregon
$9.98M +$9.66M +217,707 New
SC
31
Steph & Co
Wisconsin
$9.55M -$296K -6,676 -3%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$9.4M -$255K -5,748 -3%
PPW
33
Pasadena Private Wealth
California
$9.03M +$1.23M +27,754 +16%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$8.86M -$95.1K -2,144 -1%
Bessemer Group
35
Bessemer Group
New Jersey
$8.83M +$177K +3,992 +2%
MCM
36
MAI Capital Management
Ohio
$8.46M +$507K +11,418 +7%
BC
37
Brio Consultants
California
$8.44M +$445K +10,029 +6%
LNB
38
Ledyard National Bank
$8.39M +$61.3K +1,382 +0.8%
AFG
39
Arkansas Financial Group
Arkansas
$8.08M -$448K -10,106 -5%
UBG
40
United Bank (Georgia)
Georgia
$8.04M -$83K -1,870 -1%
CA
41
CoreCap Advisors
Michigan
$7.73M +$196K +4,409 +3%
AWM
42
Austin Wealth Management
Texas
$7.52M +$190K +4,275 +3%
ACM
43
Avos Capital Management
Washington
$7.26M +$3.42K +77 +0%
IWP
44
IAG Wealth Partners
Wisconsin
$7.21M +$345K +7,776 +5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$6.73M +$514K +11,589 +9%
RYIA
46
Roehl & Yi Investment Advisors
Oregon
$6.35M +$2.88K +65 +0%
CNBT
47
Cornerstone National Bank & Trust
Illinois
$5.64M -$68.1K -1,535 -1%
CFO
48
Cambient Family Office
Michigan
$5.57M +$5.39M +121,444 New
BCM
49
Boltwood Capital Management
California
$5.3M -$66.3K -1,494 -1%
CCMG
50
Clark Capital Management Group
Pennsylvania
$5.27M +$1.27M +28,694 +33%