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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
FA
51
Fiducient Advisors
Illinois
$2.5M +$676K +19,008 +38%
PNC
52
Park National Corp
Ohio
$2.47M +$691K +19,428 +40%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$2.26M -$229K -6,431 -9%
GWM
54
Geneos Wealth Management
Colorado
$2.22M -$13.5K -379 -0.6%
BCM
55
Boltwood Capital Management
California
$2.19M +$202K +5,690 +10%
RMC
56
Regis Management Company
California
$2.15M
LNWTC
57
Laird Norton Wetherby Trust Company
Washington
$1.97M -$19.9K -560 -1%
NAS
58
Nicolet Advisory Services
Wisconsin
$1.8M -$247K -6,929 -12%
FFA
59
First Foundation Advisors
California
$1.78M -$8.54K -240 -0.5%
TA
60
Tiedemann Advisors
New York
$1.71M +$1.68M +47,248 New
BCM
61
BlueCrest Capital Management
Jersey
$1.48M +$1.46M +40,950 New
TC
62
TownSquare Capital
Utah
$1.36M +$98.1K +2,757 +8%
Renaissance Technologies
63
Renaissance Technologies
New York
$1.28M -$14.2K -400 -1%
ST
64
Sageworth Trust
Pennsylvania
$1.27M +$1.2M +33,845 +2,930%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.23M +$125K +3,520 +12%
EWA
66
EP Wealth Advisors
California
$1.03M -$122K -3,437 -11%
RC
67
Roundview Capital
New Jersey
$997K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$966K +$12.4K +349 +1%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$958K +$942K +26,473 New
KTA
70
Keeley-Teton Advisors
Illinois
$911K -$62.5K -1,756 -7%
CWM
71
Circle Wealth Management
New Jersey
$884K
SB
72
Simmons Bank
Arkansas
$849K -$160K -4,486 -16%
CB
73
Community Bank
New York
$831K +$506K +14,225 +163%
BBNA
74
Bremer Bank National Association
Minnesota
$826K -$1.89K -53 -0.2%
TNB
75
TCF National Bank
South Dakota
$816K

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.