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FlexShares Global Upstream Natural Resources Index Fund

276 hedge funds and large institutions have $4.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
126
Lunt Capital Management
Utah
$718K
IA
127
IFP Advisors
Florida
$699K
ASN
128
Advisory Services Network
Georgia
$694K
CA
129
Calton & Associates
Florida
$674K
OIA
130
OneDigital Investment Advisors
Kansas
$671K
PHS
131
Pekin Hardy Strauss
Illinois
$649K
NAS
132
Nicolet Advisory Services
Wisconsin
$648K
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$635K
WT
134
Whittier Trust
California
$631K
VR
135
Valued Retirements
Texas
$621K
Cerity Partners
136
Cerity Partners
New York
$610K
XF
137
XML Financial
Maryland
$601K
LNWTC
138
Laird Norton Wetherby Trust Company
Washington
$592K
Mirae Asset Global Investments
139
Mirae Asset Global Investments
South Korea
$536K
PWM
140
Provident Wealth Management
Tennessee
$534K
WSWA
141
Warren Street Wealth Advisors
California
$525K
FWM
142
Forza Wealth Management
Florida
$515K
CPIG
143
Chicago Partners Investment Group
Illinois
$504K
CA
144
Clearstead Advisors
Ohio
$500K
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$500K
GT
146
Greenleaf Trust
Michigan
$500K
TWA
147
Trace Wealth Advisors
California
$497K
DWT
148
Dorsey & Whitney Trust
South Dakota
$487K
MG
149
Mather Group
Illinois
$477K
CAL
150
Capital Analysts LLC
Pennsylvania
$457K