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FlexShares Global Upstream Natural Resources Index Fund

262 hedge funds and large institutions have $4.07B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.44% more ownership

Funds ownership: 82.23%82.67% (+0.44%)

3% less capital invested

Capital invested by funds: $4.18B → $4.07B (-$115M)

10% less funds holding

Funds holding: 290262 (-28)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
262
Holders Change
-28
Holders Change %
-9.66%
% of All Funds
3.51%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
27
Increased
71
Reduced
106
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC
101
Park National Corp
Ohio
$880K -$477K -12,488 -36%
FA
102
Fiducient Advisors
Illinois
$865K
WCP
103
Wealthcare Capital Partners
Pennsylvania
$830K +$65.3K +1,711 +9%
KCM
104
Kendall Capital Management
Maryland
$826K +$97.7K +2,559 +14%
BWA
105
Beam Wealth Advisors
Louisiana
$814K
IBOK
106
Independence Bank of Kentucky
Kentucky
$781K -$555K -14,536 -42%
CIA
107
Concurrent Investment Advisors
Florida
$773K +$760K +19,917 New
Creative Planning
108
Creative Planning
Kansas
$770K -$211K -5,536 -22%
PCM
109
Prelude Capital Management
New York
$750K +$737K +19,320 New
EWA
110
EP Wealth Advisors
California
$743K -$179K -4,680 -20%
GPA
111
Garrison Point Advisors
California
$740K +$56.1K +1,470 +8%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$735K +$128K +3,365 +22%
KTA
113
Keeley-Teton Advisors
Illinois
$722K -$16.2K -425 -2%
LSIA
114
LaSalle St. Investment Advisors
Illinois
$718K -$72.1K -1,889 -9%
SWM
115
Spire Wealth Management
Virginia
$713K -$11.6K -304 -2%
FA
116
Fortis Advisors
Pennsylvania
$711K +$305 +8 +0%
CFO
117
Custos Family Office
Texas
$694K
CA
118
Clune & Associates
Illinois
$687K +$5.15K +135 +0.8%
BB
119
Busey Bank
Illinois
$680K
JP Morgan Chase
120
JP Morgan Chase
New York
$671K -$735K -19,263 -53%
CWM
121
Cedar Wealth Management
California
$641K -$210K -5,504 -25%
PHS
122
Pekin Hardy Strauss
Illinois
$636K -$135K -3,550 -18%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$632K
LCM
124
Lunt Capital Management
Utah
$631K +$621K +16,270 New
NC
125
Napatree Capital
Rhode Island
$613K

GUNR Hedge Fund Activity: Q1 2025 in Review

262 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2025, worth a combined $4.07B — down 2.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GUNR and 27 opened new positions — a net loss of 21 holders — while 106 trimmed existing stakes and 71 added.

The largest buyer was Evoke Wealth, adding an estimated $17M. The largest seller was Northern Trust, cutting an estimated $248M.

  • 262 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2025, down from 290 in Q4 2024.
  • Funds reported $4.07B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2025 and 48 closed out, a net change of -21 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2025 was Evoke Wealth, an estimated $17M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2025 was Northern Trust, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2025.