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FlexShares Global Upstream Natural Resources Index Fund

252 hedge funds and large institutions have $4.42B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 91 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.97B → $4.42B (+$449M)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

3% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 88

0.71% more ownership

Funds ownership: 83.54%84.25% (+0.71%)

6% less funds holding

Funds holding: 268252 (-16)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
252
Holders Change
-16
Holders Change %
-5.97%
% of All Funds
3.31%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
15
Increased
91
Reduced
88
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
176
Essex Savings Bank
Connecticut
$255K -$7.76K -185 -3%
Jones Financial Companies
177
Jones Financial Companies
Missouri
$249K +$31.6K +754 +15%
WIA
178
World Investment Advisors
California
$248K -$964 -23 -0.4%
AWM
179
AllSquare Wealth Management
New York
$246K -$21K -500 -8%
US Bancorp
180
US Bancorp
Minnesota
$246K
Daiwa Securities Group
181
Daiwa Securities Group
Japan
$245K
AC
182
AWM Capital
Arizona
$245K +$503 +12 +0.2%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$245K -$18.9K -451 -7%
CWM
184
Cedar Wealth Management
California
$241K -$231K -5,504 -50%
SFS
185
Sowell Financial Services
Arkansas
$233K +$223K +5,318 New
William Blair & Company
186
William Blair & Company
Illinois
$232K -$142K -3,389 -39%
HCM
187
Hollencrest Capital Management
California
$231K
AFG
188
Atomi Financial Group
New York
$227K
PA
189
PFG Advisors
Arizona
$224K -$2.26K -54 -1%
CFG
190
Carter Financial Group
Illinois
$222K +$3.65K +87 +2%
VWM
191
Verus Wealth Management
Wisconsin
$220K
Citadel Advisors
192
Citadel Advisors
Florida
$218K -$4.91M -117,071 -96%
GCM
193
Gables Capital Management
Florida
$218K
UB
194
UMB Bank
Missouri
$217K -$174K -4,143 -45%
HA
195
Herold Advisors
New York
$213K -$15.9K -378 -7%
MFG
196
Magnus Financial Group
New York
$205K +$196K +4,675 New
PL
197
Plancorp LLC
Missouri
$204K +$196K +4,669 New
BlackRock
198
BlackRock
New York
$137K +$38K +905 +41%
VC
199
Vestor Capital
Illinois
$123K -$3.02K -72 -2%
HPC
200
HM Payson & Co
Maine
$116K