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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$1.55M -$237K -6,144 -14%
E
77
EntreWealth
Texas
$1.42M +$56.4K +1,460 +4%
SWM
78
Spire Wealth Management
Virginia
$1.4M +$636K +16,477 +90%
Osaic Holdings
79
Osaic Holdings
Arizona
$1.37M +$110K +2,854 +9%
JP Morgan Chase
80
JP Morgan Chase
New York
$1.35M +$629K +16,280 +94%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$1.31M +$239K +6,197 +23%
RPA
82
Redwood Park Advisors
California
$1.3M +$73.3K +1,899 +6%
Creative Planning
83
Creative Planning
Kansas
$1.29M +$475K +12,310 +62%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$1.28M +$32.3K +836 +3%
AQR Capital Management
85
AQR Capital Management
Connecticut
$1.28M +$1.23M +31,794 New
TCA
86
Transcend Capital Advisors
New Jersey
$1.27M +$118K +3,067 +11%
SAS
87
Stelac Advisory Services
New York
$1.24M -$272K -7,045 -18%
ASN
88
Advisory Services Network
Georgia
$1.23M -$48.4K -1,253 -4%
SIM
89
Studio Investment Management
Illinois
$1.14M -$38.3K -991 -3%
GHA
90
Granite Harbor Advisors
Texas
$1.13M -$20.7K -537 -2%
LI
91
LRI Investments
Florida
$1.08M +$7.95K +206 +0.8%
Comerica Bank
92
Comerica Bank
Texas
$1.07M +$69.1K +1,789 +7%
KAS
93
Kestra Advisory Services
Texas
$1.06M -$689K -17,853 -40%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$1.02M +$357K +9,245 +57%
LMKC
95
L.M. Kohn & Company
Ohio
$1.02M -$3.24K -84 -0.3%
KeyBank National Association
96
KeyBank National Association
Ohio
$1M
CWM
97
Capital Wealth Management
Rhode Island
$973K +$5.37K +139 +0.6%
OMC
98
Old Mission Capital
Illinois
$955K -$17.9M -463,860 -95%
WCP
99
Wealthcare Capital Partners
Pennsylvania
$952K +$90.7K +2,349 +11%
Stifel Financial
100
Stifel Financial
Missouri
$948K -$71.9K -1,863 -7%

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.