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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
SQA
76
Simon Quick Advisors
New Jersey
$1.55M +$545K +12,998 +58%
JP Morgan Chase
77
JP Morgan Chase
New York
$1.54M +$72.2K +1,722 +5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$1.53M +$128K +3,047 +10%
SWM
79
Spire Wealth Management
Virginia
$1.53M +$4.4K +105 +0.3%
RPA
80
Redwood Park Advisors
California
$1.5M +$77K +1,836 +6%
SWP
81
Stratos Wealth Partners
Ohio
$1.48M +$1.41M +33,697 New
Osaic Holdings
82
Osaic Holdings
Arizona
$1.47M -$37.7K -900 -3%
PNC
83
Park National Corp
Ohio
$1.44M +$453K +10,813 +49%
Creative Planning
84
Creative Planning
Kansas
$1.42M +$12.7K +302 +0.9%
TCA
85
Transcend Capital Advisors
New Jersey
$1.39M +$10K +239 +0.8%
GT
86
Greenleaf Trust
Michigan
$1.36M -$2.11M -50,336 -62%
ASN
87
Advisory Services Network
Georgia
$1.29M -$36.1K -860 -3%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.25M +$769K +18,341 +182%
SAM
89
Smartleaf Asset Management
Massachusetts
$1.24M +$1.05M +24,946 +743%
GHA
90
Granite Harbor Advisors
Texas
$1.24M
SIM
91
Studio Investment Management
Illinois
$1.23M -$14K -335 -1%
NB
92
Nicolet Bankshares
Wisconsin
$1.22M -$526K -12,541 -31%
SW
93
SVB Wealth
Massachusetts
$1.21M -$1.66M -39,543 -59%
LI
94
LRI Investments
Florida
$1.18M -$1.05K -25 -0.1%
Stifel Financial
95
Stifel Financial
Missouri
$1.15M +$106K +2,524 +11%
FFC
96
First Financial Corp
Indiana
$1.14M +$1.03M +24,480 +1,648%
YIH
97
Y-Intercept (HK)
Hong Kong
$1.13M +$190K +4,521 +21%
Comerica Bank
98
Comerica Bank
Texas
$1.13M -$41.6K -993 -4%
WCP
99
Wealthcare Capital Partners
Pennsylvania
$1.12M +$82.2K +1,960 +8%
KeyBank National Association
100
KeyBank National Association
Ohio
$1.11M +$14.7K +350 +1%