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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
BPA
51
Beacon Pointe Advisors
California
$4.36M -$720K -17,178 -15%
Wells Fargo
52
Wells Fargo
California
$4.23M +$119K +2,835 +3%
Franklin Resources
53
Franklin Resources
California
$3.98M -$83.3K -1,986 -2%
CCMG
54
Clark Capital Management Group
Pennsylvania
$3.78M -$1.17M -27,970 -24%
MTIC
55
Missouri Trust & Investment Company
Missouri
$3.11M -$12.4K -295 -0.4%
WCFA
56
Walkner Condon Financial Advisors
Wisconsin
$2.98M -$16.9K -403 -0.6%
Wealthfront Advisers
57
Wealthfront Advisers
California
$2.74M +$41K +977 +2%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.71M -$884K -21,073 -26%
HB
59
Horizon Bancorp
Indiana
$2.68M -$122K -2,902 -5%
ST
60
Sageworth Trust
Pennsylvania
$2.68M
Jane Street
61
Jane Street
New York
$2.66M -$2.44M -58,076 -49%
V
62
VeraBank
Texas
$2.62M -$333K -7,931 -12%
SWIM
63
Smallwood Wealth Investment Management
New Jersey
$2.53M +$88.7K +2,116 +4%
AG
64
AlTi Global
New York
$2.44M +$18.5K +442 +0.8%
CFO
65
CVA Family Office
Colorado
$2.34M -$6.71K -160 -0.3%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$2.34M +$1.26M +29,957 +128%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.32M +$1.31M +31,283 +144%
PCA
68
Purkiss Capital Advisors
Connecticut
$2.27M -$9.44K -225 -0.4%
MML Investors Services
69
MML Investors Services
Massachusetts
$2.13M +$216K +5,147 +12%
MA
70
MONECO Advisors
Connecticut
$2.02M +$11.4K +273 +0.6%
EWA
71
Etesian Wealth Advisors
Oregon
$2.01M -$292K -6,952 -13%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$1.97M +$1.62M +38,579 +597%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1.85M +$402K +9,584 +29%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.83M +$133K +3,164 +8%
E
75
EntreWealth
Texas
$1.68M +$124K +2,964 +8%