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FlexShares Global Upstream Natural Resources Index Fund

262 hedge funds and large institutions have $4.07B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

0.44% more ownership

Funds ownership: 82.23%82.67% (+0.44%)

3% less capital invested

Capital invested by funds: $4.18B → $4.07B (-$115M)

10% less funds holding

Funds holding: 290262 (-28)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
262
Holders Change
-28
Holders Change %
-9.66%
% of All Funds
3.51%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
27
Increased
71
Reduced
106
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
151
Seven Mile Advisory
New Jersey
$366K
WDL
152
Well Done LLC
Michigan
$343K
PFS
153
Prospera Financial Services
Texas
$334K +$15.5K +406 +5%
MWA
154
Monograph Wealth Advisors
California
$332K
FPCP
155
Fort Point Capital Partners
California
$332K +$343 +9 +0.1%
RCA
156
Resonant Capital Advisors
Wisconsin
$329K
TCBWMS
157
Texas Capital Bank Wealth Management Services
Texas
$322K
GCP
158
GSA Capital Partners
United Kingdom
$321K +$315K +8,260 New
STCOSD
159
Sageworth Trust Company of South Dakota
South Dakota
$317K
Bank of New York Mellon
160
Bank of New York Mellon
New York
$316K +$71.9K +1,883 +30%
SFA
161
Sequoia Financial Advisors
Ohio
$313K -$6.03K -158 -2%
WT
162
Washington Trust
Rhode Island
$306K
Betterment LLC
163
Betterment LLC
New York
$303K +$21.6K +566 +8%
HNB
164
Huntington National Bank
Ohio
$302K
UB
165
UMB Bank
Missouri
$302K -$64.7K -1,694 -18%
WCM
166
Wealthcare Capital Management
Virginia
$297K -$84.9K -2,224 -23%
TSS
167
Two Sigma Securities
New York
$293K -$109K -2,868 -28%
ATC
168
Argent Trust Co
Tennessee
$280K
SPC
169
Sigma Planning Corp
Michigan
$275K +$271K +7,095 New
PA
170
Pinnacle Associates
New York
$270K -$70.6K -1,851 -21%
MWP
171
Madison Wealth Partners
Wisconsin
$269K -$119K -3,106 -31%
HIM
172
Hanlon Investment Management
New Jersey
$267K -$286K -7,500 -52%
FMI
173
F/M Investments
District of Columbia
$265K
PJSIMP
174
P.J. Schmidt Investment Management (PJS)
Wisconsin
$262K -$153 -4 -0.1%
CMMS
175
Comprehensive Money Management Services
Florida
$259K

GUNR Hedge Fund Activity: Q1 2025 in Review

262 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2025, worth a combined $4.07B — down 2.8% from $4.18B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of GUNR and 27 opened new positions — a net loss of 21 holders — while 106 trimmed existing stakes and 71 added.

The largest buyer was Evoke Wealth, adding an estimated $17M. The largest seller was Northern Trust, cutting an estimated $248M.

  • 262 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2025, down from 290 in Q4 2024.
  • Funds reported $4.07B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2025 and 48 closed out, a net change of -21 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2025 was Evoke Wealth, an estimated $17M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2025 was Northern Trust, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2025.