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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
Northern Trust
1
Northern Trust
Illinois
$2.89B -$248M -6,506,700 -8%
EW
2
Evoke Wealth
California
$143M +$17M +445,619 +14%
VA
3
Valmark Advisers
Ohio
$134M +$4.39M +115,044 +3%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$96.8M -$10.8M -283,524 -10%
Morgan Stanley
5
Morgan Stanley
New York
$65.5M -$12.3M -322,025 -16%
MWP
6
Moller Wealth Partners
$41.6M +$1.84M +48,108 +5%
NB
7
NBT Bank
New York
$39.1M -$6.14M -160,924 -14%
COI
8
Connable Office Inc
Michigan
$37.4M +$2.69M +70,451 +8%
FIB
9
First Interstate Bank
Montana
$30.2M +$2.73M +71,589 +10%
HBT
10
Hills Bank & Trust
Iowa
$24.1M -$528K -13,838 -2%
AWA
11
Aaron Wealth Advisors
Illinois
$22.6M +$1.94M +50,885 +10%
VCM
12
Versant Capital Management
Arizona
$21.9M +$1.3M +34,165 +6%
VM
13
VPR Management
Texas
$20.5M
PFA
14
Pure Financial Advisors
California
$19.4M +$688K +18,018 +4%
OMC
15
Old Mission Capital
Illinois
$18.9M -$3.55M -93,077 -16%
CFO
16
Colony Family Offices
North Carolina
$17.4M +$1.1M +28,871 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$17.3M -$868K -22,749 -5%
Ameriprise
18
Ameriprise
Minnesota
$15.6M -$11.3M -295,477 -42%
CTC
19
Central Trust Company
Missouri
$14.2M -$418K -10,949 -3%
NL
20
Navalign LLC
California
$13.7M +$184K +4,811 +1%
BIA
21
Barry Investment Advisors
Massachusetts
$13.2M +$885K +23,202 +7%
UBS Group
22
UBS Group
Switzerland
$12.6M -$2.72M -71,327 -18%
Bank of America
23
Bank of America
North Carolina
$12.5M -$764K -20,012 -6%
CFB
24
Cullen/Frost Bankers
Texas
$12.3M -$7.62M -199,729 -39%
LPL Financial
25
LPL Financial
California
$10.4M -$1.17M -30,731 -10%

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.