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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
SPC
176
Sigma Planning Corp
Michigan
$252K
BCM
177
Bienville Capital Management
New York
$252K
AWM
178
AllSquare Wealth Management
New York
$246K
MCWS
179
McKinley Carter Wealth Services
West Virginia
$242K
ESB
180
Essex Savings Bank
Connecticut
$241K
FWM
181
FFT Wealth Management
Pennsylvania
$240K
HIM
182
Hanlon Investment Management
New Jersey
$240K
SCM
183
SCS Capital Management
Massachusetts
$237K
CA
184
Calton & Associates
Florida
$235K
WMA
185
West Michigan Advisors
Michigan
$232K
WIA
186
World Investment Advisors
California
$229K
CPIG
187
Chicago Partners Investment Group
Illinois
$227K
US Bancorp
188
US Bancorp
Minnesota
$225K
Daiwa Securities Group
189
Daiwa Securities Group
Japan
$225K
AC
190
AWM Capital
Arizona
$224K
IBOK
191
Independence Bank of Kentucky
Kentucky
$219K
HCM
192
Hollencrest Capital Management
California
$212K
HA
193
Herold Advisors
New York
$211K
AFG
194
Atomi Financial Group
New York
$208K
PA
195
PFG Advisors
Arizona
$207K
WANY
196
Wealthspire Advisors (New York)
New York
$203K
VWM
197
Verus Wealth Management
Wisconsin
$201K
CFG
198
Carter Financial Group
Illinois
$200K
GCM
199
Gables Capital Management
Florida
$199K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$197K