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FlexShares Global Upstream Natural Resources Index Fund

267 hedge funds and large institutions have $7.78B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

32% more capital invested

Capital invested by funds: $5.89B → $7.78B (+$1.89B)

15% more funds holding

Funds holding: 232267 (+35)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

9.61% more ownership

Funds ownership: 89.58%99.18% (+9.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $237K

Holders
267
Holders Change
+35
Holders Change %
+15.09%
% of All Funds
4.21%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
57
Increased
95
Reduced
69
Closed
17
Calls
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$5.42B +$303M +6,952,020 +6%
AWA
2
Aaron Wealth Advisors
Illinois
$276M +$549M +12,625,099 +4,548%
VA
3
Valmark Advisers
Ohio
$175M -$18.1M -416,202 -10%
Jane Street
4
Jane Street
New York
$174M -$75.5M -1,734,465 -32%
UBS Group
5
UBS Group
Switzerland
$167M +$58.5M +1,345,003 +60%
Morgan Stanley
6
Morgan Stanley
New York
$161M +$34.3M +788,347 +30%
EW
7
Evoke Wealth
California
$119M -$5.98M -137,425 -5%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$85.4M +$80.5M +1,849,485 New
Bessemer Group
9
Bessemer Group
New Jersey
$73.1M +$62.7M +1,441,562 +1,214%
NB
10
NBT Bank
New York
$55.3M -$2.54M -58,383 -5%
CAL
11
Capital Analysts LLC
Pennsylvania
$55.1M +$2.3M +52,816 +5%
COI
12
Connable Office Inc
Michigan
$52.5M -$1.03M -23,680 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$48.4M +$7.69M +176,811 +21%
MWP
14
Moller Wealth Partners
$35.8M -$5.34M -122,635 -14%
BPA
15
Beacon Pointe Advisors
California
$35.3M +$12.2M +280,440 +59%
HBT
16
Hills Bank & Trust
Iowa
$34.3M +$14M +321,421 +78%
SW
17
SVB Wealth
Massachusetts
$34.2M +$7.94M +182,474 +33%
ET
18
Equitable Trust
Tennessee
$27.2M +$13.8M +317,071 +120%
CNC
19
Citizens & Northern Corp
Pennsylvania
$26.2M +$3.68M +84,678 +18%
Osaic Holdings
20
Osaic Holdings
Arizona
$26.1M +$23.1M +530,627 +1,914%
VM
21
VPR Management
Texas
$22.6M
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$21.5M +$6.53M +150,000 +49%
VCM
23
Versant Capital Management
Arizona
$20.8M -$788K -18,114 -4%
OMC
24
Old Mission Capital
Illinois
$20.5M +$19.1M +438,791 New
PFA
25
Pure Financial Advisors
California
$19.4M -$1.11M -25,621 -6%

GUNR Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2022, worth a combined $7.78B — up 32% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GUNR positions and 17 closed out — a net gain of 40 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $549M. The largest seller was Jane Street, cutting an estimated $75.5M.

  • 267 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2022, up from 232 in Q4 2021.
  • Funds reported $7.78B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2022, up 32% quarter-over-quarter.
  • 57 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2022 and 17 closed out, a net change of +40 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $549M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2022 was Jane Street, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2022.