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FlexShares Global Upstream Natural Resources Index Fund

174 hedge funds and large institutions have $4.2B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 57 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+33
Holders Change %
+23.4%
% of All Funds
3.06%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.35%
New
43
Increased
57
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
3LCM
126
3D/L Capital Management
Connecticut
$215K +$215K +5,948 New
IP
127
Investment Partners
Ohio
$209K +$209K +5,778 New
PIA
128
Perennial Investment Advisors
California
$203K +$203K +5,610 New
LGWM
129
Litman Gregory Wealth Management
California
$167K -$2.82M -77,695 -94%
SFS
130
Sowell Financial Services
Arkansas
$158K +$60.5K +1,526 +62%
BFC
131
Bedel Financial Consulting
Indiana
$150K
POIA
132
Pin Oak Investment Advisors
Texas
$143K
AP
133
Advisors Preferred
Maryland
$123K +$123K +3,366 New
Daiwa Securities Group
134
Daiwa Securities Group
Japan
$119K +$3.61K +100 +3%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$22.3K +612 +31%
LFG
136
Larson Financial Group
Missouri
$83K -$3.49K -96 -4%
PCIG
137
Partners Capital Investment Group
Massachusetts
$80K +$80K +2,218 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$74K +$16K +445 +28%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$70K
WT
140
Whittier Trust
California
$63K -$209K -5,746 -77%
William Blair & Company
141
William Blair & Company
Illinois
$58K -$2.72K -75 -4%
EDRH
142
Edmond de Rothschild Holding
Switzerland
$58K +$58K +1,600 New
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K +$55K +1,512 New
FFC
144
First Financial Corp
Indiana
$54K
OIA
145
Optimum Investment Advisors
Illinois
$44K
Deutsche Bank
146
Deutsche Bank
Germany
$44K +$44K +1,226 New
LB
147
Legacy Bridge
Iowa
$43K
RTC
148
Riverview Trust Company
Washington
$41K
US Bancorp
149
US Bancorp
Minnesota
$40K +$32K +891 +400%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$26K -$3.04K -85 -10%