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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$650K -$710K -16,941 -53%
OIA
127
OneDigital Investment Advisors
Kansas
$641K
PHS
128
Pekin Hardy Strauss
Illinois
$618K -$71.3K -1,700 -11%
VR
129
Valued Retirements
Texas
$594K
CL
130
Choreo LLC
Illinois
$590K
WT
131
Whittier Trust
California
$586K
CA
132
Calton & Associates
Florida
$559K +$290K +6,909 +118%
PWM
133
Provident Wealth Management
Tennessee
$551K -$9.06K -216 -2%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$512K
WSWA
135
Warren Street Wealth Advisors
California
$502K -$5.66K -135 -1%
FWM
136
Forza Wealth Management
Florida
$492K
CA
137
Clearstead Advisors
Ohio
$478K +$50.3K +1,200 +12%
DWT
138
Dorsey & Whitney Trust
South Dakota
$465K
MG
139
Mather Group
Illinois
$455K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$438K +$8.09K +193 +2%
CPIG
141
Chicago Partners Investment Group
Illinois
$434K +$188K +4,480 +83%
CB
142
Commerce Bank
Missouri
$432K
Baird Financial Group
143
Baird Financial Group
Wisconsin
$428K -$129K -3,085 -24%
SMA
144
Seven Mile Advisory
New Jersey
$413K
WDL
145
Well Done LLC
Michigan
$413K
SFA
146
Sequoia Financial Advisors
Ohio
$412K +$55.3K +1,319 +16%
FFG
147
Fiduciary Financial Group
California
$404K +$21.9K +522 +6%
MWA
148
Monograph Wealth Advisors
California
$375K
FPCP
149
Fort Point Capital Partners
California
$374K +$53K +1,263 +17%
RCA
150
Resonant Capital Advisors
Wisconsin
$371K