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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
YIH
101
Y-Intercept (HK)
Hong Kong
$1.18M
SW
102
SVB Wealth
Massachusetts
$1.18M -$81K -1,825 -7%
NB
103
Nicolet Bankshares
Wisconsin
$1.17M -$114K -2,566 -9%
KCM
104
Kendall Capital Management
Maryland
$1.1M +$85.5K +1,928 +9%
William Blair & Company
105
William Blair & Company
Illinois
$1.1M +$824K +18,583 +350%
CIA
106
Concurrent Investment Advisors
Florida
$1.09M +$38.3K +864 +4%
KeyBank National Association
107
KeyBank National Association
Ohio
$1.09M -$74.2K -1,672 -7%
FA
108
Fiducient Advisors
Illinois
$1.02M
Comerica Bank
109
Comerica Bank
Texas
$1.02M -$158K -3,572 -14%
CA
110
Clune & Associates
Illinois
$1M +$145K +3,260 +18%
BF
111
BOK Financial
Oklahoma
$965K -$69.3K -1,562 -7%
CL
112
Choreo LLC
Illinois
$933K +$298K +6,728 +50%
KAS
113
Kestra Advisory Services
Texas
$909K -$94.6K -2,133 -10%
GPA
114
Garrison Point Advisors
California
$899K +$21.6K +486 +3%
BWA
115
Beam Wealth Advisors
Louisiana
$888K -$91.9K -2,071 -10%
IAS
116
Insigneo Advisory Services
Florida
$875K -$46.2K -1,042 -5%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$871K +$111K +2,506 +15%
BlackRock
118
BlackRock
New York
$831K +$665K +15,000 +479%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$825K
BAH
120
Beacon Advisors Holdings
Texas
$819K +$793K +17,870 New
EWA
121
EP Wealth Advisors
California
$813K +$787K +17,736 New
BB
122
Busey Bank
Illinois
$803K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$765K -$14K -315 -2%
GI
124
GAMCO Investors
Connecticut
$757K -$49.2K -1,110 -6%
Osaic Holdings
125
Osaic Holdings
Arizona
$756K -$766K -17,259 -51%