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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
Northern Trust
1
Northern Trust
Illinois
$3.03B -$46.7M -1,052,841 -2%
EW
2
Evoke Wealth
California
$208M +$15.1M +340,810 +8%
AF
3
Align Financial
Minnesota
$186M +$8.26M +186,289 New
CFFNO
4
Common Fund For Nonprofit Organizations
Connecticut
$182M -$18.5M -416,073 -9%
VA
5
Valmark Advisers
Ohio
$165M +$2.49M +56,143 +2%
Morgan Stanley
6
Morgan Stanley
New York
$89.2M +$5.2M +117,110 +6%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$75.7M +$31.2M +704,234 +74%
FIB
8
First Interstate Bank
Montana
$68.2M +$1.22M +27,424 +2%
COI
9
Connable Office Inc
Michigan
$57.2M +$13.8M +311,192 +33%
MWP
10
Moller Wealth Partners
$49.3M -$1.21M -27,356 -2%
AWA
11
Aaron Wealth Advisors
Illinois
$43.2M +$2.12M +47,737 +5%
NB
12
NBT Bank
New York
$41.9M -$1.07M -24,143 -3%
VCM
13
Versant Capital Management
Arizona
$35.1M +$9.01M +203,190 +36%
BIA
14
Barry Investment Advisors
Massachusetts
$26.4M +$5.21M +117,410 +26%
HBT
15
Hills Bank & Trust
Iowa
$24.9M -$144K -3,242 -0.6%
PFA
16
Pure Financial Advisors
California
$24.5M -$455K -10,257 -2%
VM
17
VPR Management
Texas
$22.8M
Bank of America
18
Bank of America
North Carolina
$21.1M +$605K +13,631 +3%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$19.4M +$32.7K +738 +0.2%
CFO
20
Colony Family Offices
North Carolina
$19.2M +$259K +5,827 +1%
CTC
21
Central Trust Company
Missouri
$18.6M +$1.33M +29,905 +8%
PFA
22
Pathway Financial Advisors
Vermont
$17.8M +$333K +7,514 +2%
NL
23
Navalign LLC
California
$17.1M +$173K +3,909 +1%
Raymond James Financial
24
Raymond James Financial
Florida
$16.9M -$104K -2,346 -0.6%
Ameriprise
25
Ameriprise
Minnesota
$14.7M +$241K +5,425 +2%