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iShares North American Natural Resources ETF

153 hedge funds and large institutions have $462M invested in iShares North American Natural Resources ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 140153 (+13)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0.27% less ownership

Funds ownership: 51.14%50.87% (-0.27%)

4% less capital invested

Capital invested by funds: $481M → $462M (-$18.9M)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $716K

Holders
153
Holders Change
+13
Holders Change %
+9.29%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
51
Reduced
50
Closed
13
Calls
$6K
Puts
$716K
Net Calls
-$710K
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$3.89M -$53.7K -1,324 -1%
AWS
27
Atria Wealth Solutions
New York
$3.79M +$854K +21,043 +25%
OCM
28
One Capital Management
California
$3.51M +$164K +4,038 +4%
KNW
29
Kesler Norman & Wride
Utah
$3.36M -$2.97M -73,208 -44%
PFA
30
Pure Financial Advisors
California
$3M +$172K +4,242 +5%
WPWM
31
Windward Private Wealth Management
Kansas
$2.56M -$602K -14,827 -17%
WDL
32
Well Done LLC
Michigan
$2.55M +$2.65M +65,176 +1,132%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.52M -$3.53M -86,995 -55%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.48M +$146K +3,606 +6%
FTS
35
Fifth Third Securities
Ohio
$2.45M +$2.77M +68,192 New
IFA
36
Interactive Financial Advisors
Illinois
$2.37M -$1.52M -37,515 -36%
Stifel Financial
37
Stifel Financial
Missouri
$2.37M -$685K -16,876 -20%
SPIA
38
Steward Partners Investment Advisory
New York
$2.26M +$262K +6,463 +11%
KPWS
39
Kestra Private Wealth Services
Texas
$2.2M -$542K -13,360 -18%
ZC
40
Zeit Capital
Colorado
$1.96M -$95K -2,341 -4%
MPPLM
41
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.93M -$2.42M -59,693 -53%
LI
42
LVZ Inc
Michigan
$1.84M +$9.95K +245 +0.5%
HF
43
HRT Financial
New York
$1.82M +$2.05M +50,479 New
Citigroup
44
Citigroup
New York
$1.78M +$130K +3,196 +7%
NA
45
NewEdge Advisors
Louisiana
$1.75M +$1.97M +48,585 New
TC
46
Telemus Capital
Michigan
$1.62M +$14.6K +359 +0.8%
SPA
47
Sentinel Pension Advisors
Massachusetts
$1.43M +$102K +2,512 +7%
RJA
48
Raymond James & Associates
Florida
$1.34M -$284K -7,002 -16%
AWM
49
AE Wealth Management
Kansas
$1.32M -$29.8K -735 -2%
KAS
50
Kestra Advisory Services
Texas
$1.31M +$28.6K +704 +2%

IGE Hedge Fund Activity: Q2 2022 in Review

153 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2022, worth a combined $462M — down 3.9% from $481M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGE positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.2M. The largest seller was BlackRock, exiting entirely with an estimated $8.85M sold.

  • 153 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $462M of iShares North American Natural Resources ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new iShares North American Natural Resources ETF positions in Q2 2022 and 13 closed out, a net change of +13 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2022 was Wells Fargo, an estimated $18.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2022 was BlackRock, an estimated $8.85M sold.

Based on aggregated 13F filings for Q2 2022.