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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
Northern Trust
1
Northern Trust
Illinois
$2.94B -$110M -2,623,220 -4%
CFFNO
2
Common Fund For Nonprofit Organizations
Connecticut
$192M +$184M +4,395,091 New
EW
3
Evoke Wealth
California
$184M +$9.81M +233,954 +6%
VA
4
Valmark Advisers
Ohio
$155M +$1.98M +47,268 +1%
Morgan Stanley
5
Morgan Stanley
New York
$80.1M +$1.73M +41,335 +2%
FIB
6
First Interstate Bank
Montana
$63.9M +$1.6M +38,053 +3%
MWP
7
Moller Wealth Partners
$48.3M -$573K -13,660 -1%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$41.4M -$588K -14,013 -1%
NB
9
NBT Bank
New York
$41.1M -$521K -12,434 -1%
COI
10
Connable Office Inc
Michigan
$41M -$4.28K -102 -0%
AWA
11
Aaron Wealth Advisors
Illinois
$39.2M +$12.4M +295,171 +49%
VCM
12
Versant Capital Management
Arizona
$24.6M +$2.08M +49,610 +10%
HBT
13
Hills Bank & Trust
Iowa
$24M +$208K +4,957 +0.9%
PFA
14
Pure Financial Advisors
California
$23.9M -$208K -4,955 -0.9%
VM
15
VPR Management
Texas
$21.8M -$1.28M -30,603 -6%
BIA
16
Barry Investment Advisors
Massachusetts
$20.1M +$2.62M +62,531 +16%
Bank of America
17
Bank of America
North Carolina
$19.6M +$6.07M +144,850 +48%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$18.4M +$329K +7,836 +2%
CFO
19
Colony Family Offices
North Carolina
$18M -$212K -5,044 -1%
CTC
20
Central Trust Company
Missouri
$16.4M +$293K +6,992 +2%
Raymond James Financial
21
Raymond James Financial
Florida
$16.3M -$1.16M -27,616 -7%
PFA
22
Pathway Financial Advisors
Vermont
$16.2M +$1.78M +42,517 +13%
NL
23
Navalign LLC
California
$16.1M +$109K +2,601 +0.7%
Ameriprise
24
Ameriprise
Minnesota
$13.8M -$2.57M -61,178 -16%
LPL Financial
25
LPL Financial
California
$13.2M +$1.44M +34,252 +13%