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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
Corient Private Wealth
101
Corient Private Wealth
Florida
$1.05M -$792K -18,887 -44%
CIA
102
Concurrent Investment Advisors
Florida
$1M -$42 -1 -0%
BF
103
BOK Financial
Oklahoma
$990K +$898K +21,421 +1,812%
FA
104
Fiducient Advisors
Illinois
$975K
KCM
105
Kendall Capital Management
Maryland
$969K -$1.01K -24 -0.1%
KAS
106
Kestra Advisory Services
Texas
$961K -$190K -4,536 -17%
BWA
107
Beam Wealth Advisors
Louisiana
$938K +$14.9K +356 +2%
SAS
108
Stelac Advisory Services
New York
$886K -$453K -10,796 -35%
IAS
109
Insigneo Advisory Services
Florida
$881K -$4.49K -107 -0.5%
Luther King Capital Management (LKCM)
110
Luther King Capital Management (LKCM)
Texas
$876K
Cerity Partners
111
Cerity Partners
New York
$856K -$70.9K -1,690 -8%
GPA
112
Garrison Point Advisors
California
$838K +$5.91K +141 +0.7%
CA
113
Clune & Associates
Illinois
$816K +$25.5K +608 +3%
CFO
114
Custos Family Office
Texas
$782K
GI
115
GAMCO Investors
Connecticut
$771K
BB
116
Busey Bank
Illinois
$767K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$744K -$358K -8,532 -33%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$722K +$69.8K +1,664 +11%
Renaissance Technologies
119
Renaissance Technologies
New York
$714K +$684K +16,300 New
BFS
120
Bradley Foster & Sargent
Connecticut
$692K
LCM
121
Lunt Capital Management
Utah
$690K -$9.69K -231 -1%
NAS
122
Nicolet Advisory Services
Wisconsin
$685K -$157K -3,746 -19%
DWA
123
Douglass Winthrop Advisors
New York
$682K +$654K +15,589 New
TWA
124
Trace Wealth Advisors
California
$664K
Citigroup
125
Citigroup
New York
$657K