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FlexShares Global Upstream Natural Resources Index Fund

268 hedge funds and large institutions have $3.97B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

2% more funds holding

Funds holding: 262268 (+6)

0.87% more ownership

Funds ownership: 82.67%83.54% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

2% less capital invested

Capital invested by funds: $4.07B → $3.97B (-$98.1M)

3% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 93

Holders
268
Holders Change
+6
Holders Change %
+2.29%
% of All Funds
3.53%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
30
Increased
90
Reduced
93
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$4.69M -$286K -7,410 -6%
SRSA
52
S.R. Schill & Associates
Washington
$4.68M +$122K +3,155 +3%
CCMG
53
Clark Capital Management Group
Pennsylvania
$4.58M -$72.6K -1,881 -2%
FA
54
Fermata Advisors
California
$4.55M -$53.1K -1,375 -1%
Wells Fargo
55
Wells Fargo
California
$3.77M -$1.4M -36,158 -28%
Franklin Resources
56
Franklin Resources
California
$3.72M -$809K -20,951 -18%
MD
57
Money Design
Japan
$3.57M +$413K +10,693 +14%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$3.4M -$921K -23,847 -22%
GT
59
Greenleaf Trust
Michigan
$3.27M -$4.73M -122,551 -60%
MTIC
60
Missouri Trust & Investment Company
Missouri
$2.86M +$14.5K +376 +0.5%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$2.75M +$145K +3,748 +6%
V
62
VeraBank
Texas
$2.72M -$680K -17,599 -21%
SW
63
SVB Wealth
Massachusetts
$2.69M -$2.78M -71,996 -52%
HB
64
Horizon Bancorp
Indiana
$2.57M -$159K -4,117 -6%
Wealthfront Advisers
65
Wealthfront Advisers
California
$2.48M +$1.1M +28,443 +86%
ST
66
Sageworth Trust
Pennsylvania
$2.46M +$2.36M +61,217 New
SWIM
67
Smallwood Wealth Investment Management
New Jersey
$2.24M +$50.1K +1,298 +2%
AG
68
AlTi Global
New York
$2.22M -$10.1K -261 -0.5%
CFO
69
CVA Family Office
Colorado
$2.15M -$3.05K -79 -0.1%
EWA
70
Etesian Wealth Advisors
Oregon
$2.12M +$36.7K +951 +2%
PCA
71
Purkiss Capital Advisors
Connecticut
$2.09M
MA
72
MONECO Advisors
Connecticut
$1.84M +$90.1K +2,333 +5%
MML Investors Services
73
MML Investors Services
Massachusetts
$1.75M +$51.8K +1,342 +3%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.72M -$3.05M -78,926 -65%
NB
75
Nicolet Bankshares
Wisconsin
$1.63M +$544K +14,090 +53%

GUNR Hedge Fund Activity: Q2 2025 in Review

268 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2025, worth a combined $3.97B — down 2.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GUNR positions and 20 closed out — a net gain of 10 holders — while 90 added to existing stakes and 93 trimmed.

The largest buyer was First Interstate Bank, adding an estimated $24.8M. The largest seller was Northern Trust, cutting an estimated $183M.

  • 268 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2025, up from 262 in Q1 2025.
  • Funds reported $3.97B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 30 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2025 and 20 closed out, a net change of +10 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2025 was First Interstate Bank, an estimated $24.8M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2025 was Northern Trust, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2025.