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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
DWA
126
Douglass Winthrop Advisors
New York
$755K +$38.9K +877 +6%
BFS
127
Bradley Foster & Sargent
Connecticut
$724K
LCM
128
Lunt Capital Management
Utah
$718K -$4.66K -105 -0.7%
IA
129
IFP Advisors
Florida
$699K +$635K +14,308 +1,512%
ASN
130
Advisory Services Network
Georgia
$694K -$639K -14,402 -49%
CA
131
Calton & Associates
Florida
$674K +$85.8K +1,933 +15%
OIA
132
OneDigital Investment Advisors
Kansas
$671K
PHS
133
Pekin Hardy Strauss
Illinois
$649K +$2K +45 +0.3%
NAS
134
Nicolet Advisory Services
Wisconsin
$648K -$89.1K -2,009 -13%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$635K +$171K +3,844 +38%
WT
136
Whittier Trust
California
$631K
VR
137
Valued Retirements
Texas
$621K -$55.8K -1,258 -8%
Cerity Partners
138
Cerity Partners
New York
$610K -$277K -6,249 -32%
XF
139
XML Financial
Maryland
$601K +$582K +13,107 New
LNWTC
140
Laird Norton Wetherby Trust Company
Washington
$592K +$572K +12,901 New
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
$536K
PWM
142
Provident Wealth Management
Tennessee
$534K -$41.4K -933 -7%
WSWA
143
Warren Street Wealth Advisors
California
$525K
FWM
144
Forza Wealth Management
Florida
$515K
CPIG
145
Chicago Partners Investment Group
Illinois
$504K
CA
146
Clearstead Advisors
Ohio
$500K
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$500K +$484K +10,910 New
GT
148
Greenleaf Trust
Michigan
$500K -$898K -20,244 -65%
TWA
149
Trace Wealth Advisors
California
$497K -$192K -4,330 -29%
DWT
150
Dorsey & Whitney Trust
South Dakota
$487K