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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
PWA
201
Principia Wealth Advisory
Texas
$165K -$87.8K -2,301 -33%
HCM
202
Hollencrest Capital Management
California
$159K
GCM
203
Gables Capital Management
Florida
$146K
AF
204
Allworth Financial
California
$142K +$8.78K +230 +7%
DJSG
205
D.J. St. Germain
Massachusetts
$111K +$109K +2,855 New
VC
206
Vestor Capital
Illinois
$109K
CAL
207
Capital Analysts LLC
Pennsylvania
$105K +$21.3K +558 +26%
BlackRock
208
BlackRock
New York
$94.1K -$3.47K -91 -4%
KFI
209
Key Financial Inc
Pennsylvania
$85K -$191 -5 -0.2%
CB
210
CNB Bank
Pennsylvania
$83.4K -$50.9K -1,335 -38%
NA
211
NewEdge Advisors
Louisiana
$74.7K
HT
212
Headlands Technologies
Illinois
$69.7K -$458 -12 -0.7%
TTIC
213
Tower Trust & Investment Company
Iowa
$67K +$67.7K +1,773 New
FFA
214
Farther Finance Advisors
California
$59.5K -$1.76K -46 -3%
FFC
215
First Financial Corp
Indiana
$57.6K
AWM
216
AE Wealth Management
Kansas
$56.3K +$39.2K +1,028 +243%
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$52.8K +$51.9K +1,360 New
QC
218
Quent Capital
New York
$48.2K
FHA
219
First Horizon Advisors
Tennessee
$47.9K -$3.59K -94 -7%
LB
220
Legacy Bridge
Iowa
$45.9K
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$45K -$24.6K -644 -33%
IA
222
IFP Advisors
Florida
$41K -$7.4K -194 -16%
CWM
223
Consultiva Wealth Management
Puerto Rico
$38.8K
LFG
224
Larson Financial Group
Missouri
$35.1K +$153 +4 +0.4%
GSWM
225
Golden State Wealth Management
California
$30.2K +$29.7K +777 New

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.