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FlexShares Global Upstream Natural Resources Index Fund

266 hedge funds and large institutions have $3.96B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 92 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $4.06B → $3.96B (-$98M)

3% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 92

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$25.8M
2 +$11.2M
3 +$10.9M
4
LNB
Ledyard National Bank
+$7.16M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$349K
CB
152
Community Bank
New York
$348K
LSIA
153
LaSalle St. Investment Advisors
Illinois
$345K
MWA
154
Monograph Wealth Advisors
California
$343K
RCA
155
Resonant Capital Advisors
Wisconsin
$340K
TCBWMS
156
Texas Capital Bank Wealth Management Services
Texas
$333K
STCOSD
157
Sageworth Trust Company of South Dakota
South Dakota
$328K
SFA
158
Sequoia Financial Advisors
Ohio
$324K
QCIG
159
Quad-Cities Investment Group
Iowa
$317K
WT
160
Washington Trust
Rhode Island
$316K
HNB
161
Huntington National Bank
Ohio
$313K
PFS
162
Prospera Financial Services
Texas
$310K
FIM
163
Freedom Investment Management
Connecticut
$303K
FPCP
164
Fort Point Capital Partners
California
$292K
ATC
165
Argent Trust Co
Tennessee
$290K
PS
166
Principal Securities
Iowa
$286K
MWP
167
Madison Wealth Partners
Wisconsin
$281K
WCM
168
Wealthcare Capital Management
Virginia
$278K
FMI
169
F/M Investments
District of Columbia
$274K
PA
170
Pinnacle Associates
New York
$270K
WC
171
Waterloo Capital
Texas
$269K
CMMS
172
Comprehensive Money Management Services
Florida
$268K
VFP
173
Verus Financial Partners
Virginia
$264K
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$259K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$258K