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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
SRSA
51
S.R. Schill & Associates
Washington
$5.19M -$69.3K -1,562 -1%
FA
52
Fermata Advisors
California
$5.12M +$148K +3,329 +3%
Wells Fargo
53
Wells Fargo
California
$5.01M +$556K +12,543 +13%
BPA
54
Beacon Pointe Advisors
California
$4.52M -$52.2K -1,176 -1%
CFB
55
Cullen/Frost Bankers
Texas
$4.16M -$767K -17,281 -16%
Franklin Resources
56
Franklin Resources
California
$3.89M -$264K -5,942 -7%
Corient Private Wealth
57
Corient Private Wealth
Florida
$3.56M +$2.38M +53,549 +223%
Wealthfront Advisers
58
Wealthfront Advisers
California
$3.29M +$406K +9,144 +15%
MTIC
59
Missouri Trust & Investment Company
Missouri
$3.24M -$11.1K -251 -0.4%
WCFA
60
Walkner Condon Financial Advisors
Wisconsin
$3.15M +$23.4K +527 +0.8%
FIA
61
Foundations Investment Advisors
Arizona
$3M +$2.91M +65,485 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$2.81M +$863K +19,457 +47%
ST
63
Sageworth Trust
Pennsylvania
$2.81M
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$2.76M +$316K +7,116 +13%
HB
65
Horizon Bancorp
Indiana
$2.73M -$76.6K -1,726 -3%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$2.59M -$298K -6,722 -11%
AG
67
AlTi Global
New York
$2.57M +$17.2K +388 +0.7%
V
68
VeraBank
Texas
$2.54M -$204K -4,595 -8%
SWIM
69
Smallwood Wealth Investment Management
New Jersey
$2.49M -$158K -3,564 -6%
CFO
70
CVA Family Office
Colorado
$2.44M -$9.8K -221 -0.4%
MML Investors Services
71
MML Investors Services
Massachusetts
$2.39M +$157K +3,538 +7%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$2.33M -$5.93M -133,719 -72%
PCA
73
Purkiss Capital Advisors
Connecticut
$2.22M -$151K -3,410 -7%
RPA
74
Redwood Park Advisors
California
$2.09M +$499K +11,258 +33%
E
75
EntreWealth
Texas
$2.08M +$91.8K +2,070 +5%