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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
WT
176
Whittier Trust
California
$257K
William Blair & Company
177
William Blair & Company
Illinois
$255K -$236K -6,174 -48%
BCM
178
Bienville Capital Management
New York
$243K +$992 +26 +0.4%
WC
179
Waterloo Capital
Texas
$240K +$236K +6,194 New
AWM
180
AllSquare Wealth Management
New York
$238K -$14.8K -388 -6%
WMA
181
West Michigan Advisors
Michigan
$237K -$10.5K -274 -4%
VFP
182
Verus Financial Partners
Virginia
$235K +$1.68K +44 +0.7%
FCBT
183
First Citizens Bank & Trust
North Carolina
$235K -$186K -4,864 -45%
MCWS
184
McKinley Carter Wealth Services
West Virginia
$234K -$45.8K -1,199 -17%
ESB
185
Essex Savings Bank
Connecticut
$234K -$13.4K -351 -6%
SCM
186
SCS Capital Management
Massachusetts
$229K +$225K +5,897 New
FWM
187
FFT Wealth Management
Pennsylvania
$227K -$50.3K -1,319 -18%
WIA
188
World Investment Advisors
California
$225K +$3.66K +96 +2%
RSWM
189
Robertson Stephens Wealth Management
California
$223K -$18.5K -485 -8%
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$217K
AC
191
AWM Capital
Arizona
$216K +$213K +5,578 New
PS
192
Principal Securities
Iowa
$216K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$216K -$24.7K -648 -10%
HA
194
Herold Advisors
New York
$209K -$22.1K -579 -10%
SFS
195
Sowell Financial Services
Arkansas
$208K +$205K +5,364 New
CPIG
196
Chicago Partners Investment Group
Illinois
$206K -$10.6K -279 -5%
AFG
197
Atomi Financial Group
New York
$201K +$198K +5,175 New
Jones Financial Companies
198
Jones Financial Companies
Missouri
$196K +$4.77K +125 +3%
BF
199
BOK Financial
Oklahoma
$168K +$166K +4,341 New
OSNBOA
200
Old Second National Bank of Aurora
Illinois
$168K -$6.11K -160 -4%

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.