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FlexShares Global Upstream Natural Resources Index Fund

260 hedge funds and large institutions have $4.06B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 47 closing their positions.

Holders
260
Holders Change
-27
Holders Change %
-9.41%
% of All Funds
3.53%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.22%
New
27
Increased
70
Reduced
105
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WCP
101
Wealthcare Capital Partners
Pennsylvania
$830K 21,382 +1,711 +9%
KCM
102
Kendall Capital Management
Maryland
$826K 21,272 +2,559 +14%
BWA
103
Beam Wealth Advisors
Louisiana
$814K 20,963
IBOK
104
Independence Bank of Kentucky
Kentucky
$781K 20,115 -14,536 -42%
CIA
105
Concurrent Investment Advisors
Florida
$773K 19,917 +19,917 New
Creative Planning
106
Creative Planning
Kansas
$770K 19,827 -5,536 -22%
PCM
107
Prelude Capital Management
New York
$750K 19,320 +19,320 New
EWA
108
EP Wealth Advisors
California
$743K 19,138 -4,680 -20%
GPA
109
Garrison Point Advisors
California
$740K 19,073 +1,470 +8%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$735K 18,931 +3,365 +22%
KTA
111
Keeley-Teton Advisors
Illinois
$722K 18,591 -425 -2%
LSIA
112
LaSalle St. Investment Advisors
Illinois
$718K 18,522 -1,889 -9%
SWM
113
Spire Wealth Management
Virginia
$713K 18,379 -304 -2%
FA
114
Fortis Advisors
Pennsylvania
$711K 18,318 +8 +0%
CFO
115
Custos Family Office
Texas
$694K 17,870
CA
116
Clune & Associates
Illinois
$687K 17,694 +135 +0.8%
BB
117
Busey Bank
Illinois
$680K 17,510
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$671K 17,280 -19,263 -53%
CWM
119
Cedar Wealth Management
California
$641K 16,513 -5,504 -25%
PHS
120
Pekin Hardy Strauss
Illinois
$636K 16,395 -3,550 -18%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$632K 16,279
LCM
122
Lunt Capital Management
Utah
$631K 16,270 +16,270 New
NC
123
Napatree Capital
Rhode Island
$613K 15,800
TWA
124
Trace Wealth Advisors
California
$589K 15,169 -1,726 -10%
VR
125
Valued Retirements
Texas
$574K 14,801