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FlexShares Global Upstream Natural Resources Index Fund

266 hedge funds and large institutions have $3.96B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $4.06B → $3.96B (-$98M)

3% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 92

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.8M
2 +$11.2M
3 +$10.9M
4
LNB
Ledyard National Bank
+$7.16M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$1.4M
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$1.35M
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$1.31M
RPA
79
Redwood Park Advisors
California
$1.3M
Creative Planning
80
Creative Planning
Kansas
$1.29M
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.28M
AQR Capital Management
82
AQR Capital Management
Connecticut
$1.28M
TCA
83
Transcend Capital Advisors
New Jersey
$1.27M
SAS
84
Stelac Advisory Services
New York
$1.24M
ASN
85
Advisory Services Network
Georgia
$1.23M
SIM
86
Studio Investment Management
Illinois
$1.14M
GHA
87
Granite Harbor Advisors
Texas
$1.13M
LI
88
LRI Investments
Florida
$1.08M
Comerica Bank
89
Comerica Bank
Texas
$1.07M
KAS
90
Kestra Advisory Services
Texas
$1.06M
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$1.02M
LMKC
92
L.M. Kohn & Company
Ohio
$1.02M
KeyBank National Association
93
KeyBank National Association
Ohio
$1M
CWM
94
Capital Wealth Management
Rhode Island
$973K
OMC
95
Old Mission Capital
Illinois
$955K
WCP
96
Wealthcare Capital Partners
Pennsylvania
$952K
Stifel Financial
97
Stifel Financial
Missouri
$948K
Osaic Holdings
98
Osaic Holdings
Arizona
$943K
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$940K
Luther King Capital Management (LKCM)
100
Luther King Capital Management (LKCM)
Texas
$923K