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FlexShares Global Upstream Natural Resources Index Fund

262 hedge funds and large institutions have $4.07B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.44% more ownership

Funds ownership: 82.23%82.67% (+0.44%)

3% less capital invested

Capital invested by funds: $4.18B → $4.07B (-$115M)

10% less funds holding

Funds holding: 290262 (-28)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
262
Holders Change
-28
Holders Change %
-9.66%
% of All Funds
3.51%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
27
Increased
71
Reduced
106
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MONECO Advisors
Connecticut
$1.69M +$95.3K +2,498 +6%
MML Investors Services
77
MML Investors Services
Massachusetts
$1.64M -$171K -4,481 -10%
CB
78
Community Bank
New York
$1.57M +$572 +15 +0%
SAS
79
Stelac Advisory Services
New York
$1.48M +$164K +4,295 +13%
AGC
80
Aspen Grove Capital
Colorado
$1.44M
E
81
EntreWealth
Texas
$1.32M +$277K +7,266 +27%
Wealthfront Advisers
82
Wealthfront Advisers
California
$1.29M -$1.53M -40,179 -55%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.23M +$331K +8,664 +37%
ASN
84
Advisory Services Network
Georgia
$1.23M +$393K +10,304 +48%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.21M +$30.1K +790 +3%
RPA
86
Redwood Park Advisors
California
$1.19M +$137K +3,589 +13%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.18M +$746K +19,536 +181%
SIM
88
Studio Investment Management
Illinois
$1.14M +$138K +3,616 +14%
GHA
89
Granite Harbor Advisors
Texas
$1.12M +$1.1M +28,766 New
TCA
90
Transcend Capital Advisors
New Jersey
$1.11M +$1.09M +28,473 New
LI
91
LRI Investments
Florida
$1.04M +$300K +7,860 +42%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$1.03M +$73.2K +1,919 +8%
NB
93
Nicolet Bankshares
Wisconsin
$1.03M -$585K -15,318 -37%
Stifel Financial
94
Stifel Financial
Missouri
$990K -$589K -15,422 -38%
LMKC
95
L.M. Kohn & Company
Ohio
$989K -$1.49K -39 -0.2%
KeyBank National Association
96
KeyBank National Association
Ohio
$972K
Comerica Bank
97
Comerica Bank
Texas
$967K -$165K -4,313 -15%
CWM
98
Capital Wealth Management
Rhode Island
$936K -$43.3K -1,134 -4%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$930K -$91.5K -2,398 -9%
IAS
100
Insigneo Advisory Services
Florida
$913K -$77K -2,018 -8%

GUNR Hedge Fund Activity: Q1 2025 in Review

262 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2025, worth a combined $4.07B — down 2.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GUNR and 27 opened new positions — a net loss of 21 holders — while 106 trimmed existing stakes and 71 added.

The largest buyer was Evoke Wealth, adding an estimated $17M. The largest seller was Northern Trust, cutting an estimated $248M.

  • 262 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2025, down from 290 in Q4 2024.
  • Funds reported $4.07B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2025 and 48 closed out, a net change of -21 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2025 was Evoke Wealth, an estimated $17M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2025 was Northern Trust, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2025.