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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $4.86B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

19% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 80

11% more funds holding

Funds holding: 252280 (+28)

10% more capital invested

Capital invested by funds: $4.42B → $4.86B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2.53% less ownership

Funds ownership: 84.25%81.72% (-2.5%)

Holders
280
Holders Change
+28
Holders Change %
+11.11%
% of All Funds
3.41%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
46
Increased
95
Reduced
80
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
201
Atomi Financial Group
New York
$237K
VWM
202
Verus Wealth Management
Wisconsin
$230K
VCM
203
Vavra Capital Management
Pennsylvania
$229K +$222K +5,000 New
GCM
204
Gables Capital Management
Florida
$228K
CFG
205
Carter Financial Group
Illinois
$223K -$9.63K -217 -4%
MFG
206
Magnus Financial Group
New York
$216K +$1.46K +33 +0.7%
PL
207
Plancorp LLC
Missouri
$214K
AWM
208
Angeles Wealth Management
California
$214K +$207K +4,664 New
GT
209
Glenmede Trust
Pennsylvania
$211K +$205K +4,611 New
SAI
210
Savvy Advisors Inc
New York
$210K +$203K +4,578 New
Bank of New York Mellon
211
Bank of New York Mellon
New York
$207K +$200K +4,518 New
CAAM
212
Cornerstone Advisors Asset Management
Pennsylvania
$206K +$199K +4,486 New
FTS
213
Fifth Third Securities
Ohio
$204K +$197K +4,446 New
GBT
214
Grove Bank & Trust
Florida
$146K +$141K +3,180 New
VC
215
Vestor Capital
Illinois
$129K -$8.83K -199 -7%
HPC
216
HM Payson & Co
Maine
$121K
CB
217
CNB Bank
Pennsylvania
$98.6K
CB
218
Community Bank
New York
$94.4K -$18.9K -425 -17%
KFI
219
Key Financial Inc
Pennsylvania
$93.2K -$932 -21 -1%
NA
220
NewEdge Advisors
Louisiana
$92.5K +$44 +1 +0%
TTIC
221
Tower Trust & Investment Company
Iowa
$92.3K +$6.03K +136 +7%
FFA
222
Farther Finance Advisors
California
$73.9K +$3.86K +87 +6%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$65.1K -$621 -14 -1%
CT
224
Caldwell Trust
Florida
$63.4K +$30.4K +686 +98%
LB
225
Legacy Bridge
Iowa
$54.2K