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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $4.86B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 80

11% more funds holding

Funds holding: 252280 (+28)

10% more capital invested

Capital invested by funds: $4.42B → $4.86B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2.53% less ownership

Funds ownership: 84.25%81.72% (-2.5%)

Holders
280
Holders Change
+28
Holders Change %
+11.11%
% of All Funds
3.41%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
46
Increased
95
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
MONECO Advisors
Connecticut
$2.08M -$36.6K -825 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.99M +$371K +8,368 +24%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$1.92M -$138K -3,113 -7%
EWA
79
Etesian Wealth Advisors
Oregon
$1.91M -$192K -4,327 -9%
Creative Planning
80
Creative Planning
Kansas
$1.88M +$383K +8,636 +27%
Citadel Advisors
81
Citadel Advisors
Florida
$1.86M +$1.58M +35,507 +713%
SI
82
Stephens Inc
Arkansas
$1.85M +$1.79M +40,260 New
EV
83
EJMK Ventures
Illinois
$1.82M +$1.76M +39,669 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.75M -$177K -3,981 -9%
JP Morgan Chase
85
JP Morgan Chase
New York
$1.73M +$113K +2,543 +7%
SQA
86
Simon Quick Advisors
New Jersey
$1.71M +$85.9K +1,937 +5%
SWM
87
Spire Wealth Management
Virginia
$1.6M -$3.11K -70 -0.2%
SWP
88
Stratos Wealth Partners
Ohio
$1.59M +$42.9K +966 +3%
BIG
89
Brookwood Investment Group
Arizona
$1.59M +$1.54M +34,616 New
PNC
90
Park National Corp
Ohio
$1.46M -$49.6K -1,117 -3%
TCA
91
Transcend Capital Advisors
New Jersey
$1.44M -$15.6K -351 -1%
GS
92
GTS Securities
New York
$1.44M +$1.39M +31,394 New
SAS
93
Stelac Advisory Services
New York
$1.39M +$448K +10,100 +50%
LI
94
LRI Investments
Florida
$1.32M +$81.4K +1,834 +7%
Stifel Financial
95
Stifel Financial
Missouri
$1.31M +$106K +2,394 +9%
GHA
96
Granite Harbor Advisors
Texas
$1.29M
HighTower Advisors
97
HighTower Advisors
Illinois
$1.26M -$42.8K -965 -3%
SIM
98
Studio Investment Management
Illinois
$1.26M -$29K -654 -2%
SAM
99
Smartleaf Asset Management
Massachusetts
$1.2M -$103K -2,323 -8%
FFC
100
First Financial Corp
Indiana
$1.19M