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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
MG
151
Mather Group
Illinois
$477K
CAL
152
Capital Analysts LLC
Pennsylvania
$457K +$150K +3,391 +52%
CB
153
Commerce Bank
Missouri
$452K
RF
154
Rossby Financial
Florida
$451K +$436K +9,826 New
CFG
155
Clayton Financial Group
Missouri
$449K +$435K +9,795 New
FFG
156
Fiduciary Financial Group
California
$444K +$20.1K +453 +5%
SFA
157
Sequoia Financial Advisors
Ohio
$441K +$9.36K +211 +2%
SMA
158
Seven Mile Advisory
New Jersey
$433K
WDL
159
Well Done LLC
Michigan
$432K
PAS
160
Park Avenue Securities
New York
$425K +$71.2K +1,604 +21%
FPCP
161
Fort Point Capital Partners
California
$422K
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$410K +$114K +2,568 +40%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$405K -$42.1K -950 -10%
PS
164
Principal Securities
Iowa
$396K +$100K +2,257 +35%
QCIG
165
Quad-Cities Investment Group
Iowa
$389K +$32K +721 +9%
RCA
166
Resonant Capital Advisors
Wisconsin
$388K
MWA
167
Monograph Wealth Advisors
California
$381K -$10.9K -245 -3%
TCBWMS
168
Texas Capital Bank Wealth Management Services
Texas
$381K
STCOSD
169
Sageworth Trust Company of South Dakota
South Dakota
$375K
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$363K +$351K +7,920 New
PFS
171
Prospera Financial Services
Texas
$362K -$2.31K -52 -0.7%
WT
172
Washington Trust
Rhode Island
$362K
HNB
173
Huntington National Bank
Ohio
$357K
VFP
174
Verus Financial Partners
Virginia
$336K +$2K +45 +0.7%
BWA
175
Basecamp Wealth Advisors
Washington
$331K +$321K +7,229 New