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iShares North American Natural Resources ETF

162 hedge funds and large institutions have $488M invested in iShares North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $61K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

33% more capital invested

Capital invested by funds: $366M → $488M (+$122M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147162 (+15)

5.91% more ownership

Funds ownership: 48.06%53.97% (+5.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
63
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$4.03M +$629K +15,487 +19%
Stifel Financial
27
Stifel Financial
Missouri
$3.69M -$22.3K -549 -0.6%
TF
28
Theory Financial
Colorado
$3.4M +$3.4M +83,620 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.07M +$1.75M +42,986 +132%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$2.98M +$30.4K +749 +1%
WPWM
31
Windward Private Wealth Management
Kansas
$2.75M -$48K -1,182 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.7M +$41.8K +1,029 +2%
SPIA
33
Steward Partners Investment Advisory
New York
$2.6M +$81 +2 +0%
AWS
34
Atria Wealth Solutions
New York
$2.55M -$139K -3,433 -5%
KPWS
35
Kestra Private Wealth Services
Texas
$2.36M -$94.6K -2,331 -4%
Citigroup
36
Citigroup
New York
$2.26M +$745K +18,351 +49%
ZC
37
Zeit Capital
Colorado
$2.1M -$65K -1,601 -3%
AAS
38
Avantax Advisory Services
Texas
$2.06M +$663K +16,337 +48%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$2.03M +$2.03M +50,000 New
MPPLM
40
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.94M -$246K -6,070 -11%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.92M +$1.05M +25,916 +122%
Mariner
42
Mariner
Kansas
$1.89M +$1.3M +32,078 +223%
SPA
43
Sentinel Pension Advisors
Massachusetts
$1.87M +$9.22K +227 +0.5%
IFA
44
Interactive Financial Advisors
Illinois
$1.83M +$166K +4,084 +10%
CCG
45
Capital CS Group
California
$1.8M +$105K +2,576 +6%
FTS
46
Fifth Third Securities
Ohio
$1.79M +$170K +4,180 +11%
KAS
47
Kestra Advisory Services
Texas
$1.76M +$249K +6,123 +17%
Prudential Financial
48
Prudential Financial
New Jersey
$1.7M +$315K +7,760 +23%
Truist Financial
49
Truist Financial
North Carolina
$1.57M -$61K -1,502 -4%
KNW
50
Kesler Norman & Wride
Utah
$1.52M -$637K -15,698 -30%

IGE Hedge Fund Activity: Q4 2022 in Review

162 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2022, worth a combined $488M — up 33% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGE positions and 14 closed out — a net gain of 20 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $11M. The largest seller was HRT Financial, cutting an estimated $2.47M.

  • 162 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $488M of iShares North American Natural Resources ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 34 funds opened new iShares North American Natural Resources ETF positions in Q4 2022 and 14 closed out, a net change of +20 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $11M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2022 was HRT Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2022.