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FlexShares Global Upstream Natural Resources Index Fund
GUNR

Overview Fund Activity

141 hedge funds and large institutions have $3.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
2.5%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
29
Increased
41
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$24.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.4M
3
IA
3
IndexIQ Advisors
New York
$9.24M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$14.2M
5
Wells Fargo
5
Wells Fargo
California
$5.52M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$2.36B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15M
3
RJA
3
Raymond James & Associates
Florida
$465K
4
VA
4
Valmark Advisers
Ohio
$143M
5
EWA
5
EP Wealth Advisors
California
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
51
TownSquare Capital
Utah
$1.13M +$1.13M +34,753 New
EWA
52
EP Wealth Advisors
California
$1.04M -$5.03M -154,634 -83%
MML Investors Services
53
MML Investors Services
Massachusetts
$988K -$500K -15,378 -34%
SB
54
Simmons Bank
Arkansas
$909K -$75K -2,305 -8%
RC
55
Roundview Capital
New Jersey
$896K – – –
KTA
56
Keeley-Teton Advisors
Illinois
$876K +$683 +21 +0.1%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$858K +$32.1K +986 +4%
CWM
58
Circle Wealth Management
New Jersey
$795K – – –
BBNA
59
Bremer Bank National Association
Minnesota
$745K -$311K -9,550 -29%
NB
60
Nicolet Bankshares
Wisconsin
$737K -$277K -8,443 -27%
TNB
61
TCF National Bank
South Dakota
$734K +$734K +22,560 New
CWM
62
Cedar Wealth Management
California
$712K +$4.2K +129 +0.6%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$703K -$99K -3,046 -12%
MFAM
64
M Financial Asset Management
Oregon
$675K -$14.4K -441 -2%
JCM
65
Jacobsen Capital Management
Utah
$673K +$163 +5 +0%
DAS
66
Dynamic Advisor Solutions
Arizona
$573K -$1.3M -39,896 -69%
Creative Planning
67
Creative Planning
Kansas
$509K +$509K +15,641 New
RTS
68
Round Table Services
New Jersey
$503K +$25.5K +782 +5%
SPC
69
Sigma Planning Corp
Michigan
$498K -$331K -10,178 -40%
OIA
70
OneDigital Investment Advisors
Kansas
$479K – – –
KCM
71
Kendall Capital Management
Maryland
$474K +$81.7K +2,511 +21%
RJA
72
Raymond James & Associates
Florida
$465K -$8.49M -260,788 -95%
IBOK
73
Independence Bank of Kentucky
Kentucky
$453K -$145K -4,465 -24%
TI
74
Tidal Investments
Wisconsin
$422K – – –
Stifel Financial
75
Stifel Financial
Missouri
$415K -$9.87K -303 -2%
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3
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