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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
CB
201
Community Bank
New York
$109K -$259K -6,185 -71%
CB
202
CNB Bank
Pennsylvania
$94.1K
KFI
203
Key Financial Inc
Pennsylvania
$89.6K
NA
204
NewEdge Advisors
Louisiana
$88.3K +$881 +21 +1%
TTIC
205
Tower Trust & Investment Company
Iowa
$82.2K +$587 +14 +0.8%
PWA
206
Principia Wealth Advisory
Texas
$73.8K -$92K -2,193 -57%
FFA
207
Farther Finance Advisors
California
$66.8K +$1.47K +35 +2%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$62.7K +$13.2K +314 +28%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$62.1K +$49.4K +1,178 +491%
WANY
210
Wealthspire Advisors (New York)
New York
$60.3K -$155K -3,692 -73%
LB
211
Legacy Bridge
Iowa
$51.7K
GRP
212
Global Retirement Partners
California
$45K -$7.09K -169 -14%
IBOK
213
Independence Bank of Kentucky
Kentucky
$44.4K -$186K -4,435 -81%
CWM
214
Consultiva Wealth Management
Puerto Rico
$43.8K
IA
215
IFP Advisors
Florida
$41.4K -$4.95K -118 -11%
LFG
216
Larson Financial Group
Missouri
$40K +$210 +5 +0.6%
AWM
217
AE Wealth Management
Kansas
$33.8K -$5.75K -137 -15%
GSWM
218
Golden State Wealth Management
California
$33.5K -$797 -19 -2%
CT
219
Caldwell Trust
Florida
$30.5K +$29.2K +697 New
ANBT
220
American National Bank & Trust
Texas
$28.4K
TCOV
221
Trust Company of Vermont
Vermont
$27.8K
NEWAS
222
N.E.W. Advisory Services
Wisconsin
$26.6K
DJSG
223
D.J. St. Germain
Massachusetts
$26.5K +$9.64K +230 +61%
KTC
224
Kentucky Trust Company
Kentucky
$21.6K -$7.42K -177 -26%
WSFS
225
Wilmington Savings Fund Society
Delaware
$17.2K -$5.66K -135 -26%