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FlexShares Global Upstream Natural Resources Index Fund

297 hedge funds and large institutions have $6.26B invested in FlexShares Global Upstream Natural Resources Index Fund in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

29% more capital invested

Capital invested by funds: $4.86B → $6.26B (+$1.4B)

27% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 79

6% more funds holding

Funds holding: 280297 (+17)

1.17% more ownership

Funds ownership: 81.72%82.89% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

Holders
297
Holders Change
+17
Holders Change %
+6.07%
% of All Funds
3.66%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
100
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$2.66M -$137K -2,631 -5%
PCA
77
Purkiss Capital Advisors
Connecticut
$2.65M -$26.1K -500 -1%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.59M +$187K +3,587 +8%
SWM
79
Spire Wealth Management
Virginia
$2.49M +$536K +10,265 +29%
Creative Planning
80
Creative Planning
Kansas
$2.33M +$64.8K +1,242 +3%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$2.32M +$11.3K +216 +0.5%
E
82
EntreWealth
Texas
$2.24M +$9.86K +189 +0.5%
JP Morgan Chase
83
JP Morgan Chase
New York
$2.2M +$147K +2,819 +7%
EWA
84
Etesian Wealth Advisors
Oregon
$2.18M -$110K -2,102 -5%
HighTower Advisors
85
HighTower Advisors
Illinois
$2.16M +$614K +11,763 +43%
Corient Private Wealth
86
Corient Private Wealth
Florida
$2.15M -$2.01M -38,548 -50%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$2.1M +$1.27M +24,289 +175%
SAS
88
Stelac Advisory Services
New York
$2.08M +$385K +7,382 +24%
SQA
89
Simon Quick Advisors
New Jersey
$2.01M -$43.9K -842 -2%
NB
90
Nicolet Bankshares
Wisconsin
$1.96M +$525K +10,068 +40%
SWP
91
Stratos Wealth Partners
Ohio
$1.91M -$6.37K -122 -0.4%
BIG
92
Brookwood Investment Group
Arizona
$1.77M -$136K -2,600 -8%
TCA
93
Transcend Capital Advisors
New Jersey
$1.68M -$53.2K -1,020 -3%
FA
94
Fiduciary Alliance
South Carolina
$1.67M +$1.58M +30,237 New
RFW
95
Rainier Family Wealth
Washington
$1.59M +$1.5M +28,813 New
GHA
96
Granite Harbor Advisors
Texas
$1.56M
TPCW
97
TD Private Client Wealth
New York
$1.54M +$1.08M +20,759 +289%
LI
98
LRI Investments
Florida
$1.52M -$58.9K -1,129 -4%
Stifel Financial
99
Stifel Financial
Missouri
$1.49M -$81.5K -1,562 -5%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$1.48M +$534K +10,232 +61%