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iShares North American Natural Resources ETF

142 hedge funds and large institutions have $297M invested in iShares North American Natural Resources ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,083% more call options, than puts

Call options by funds: $862K | Put options by funds: $12K

4.05% less ownership

Funds ownership: 54.59%50.54% (-4.1%)

7% less funds holding

Funds holding: 152142 (-10)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

32% less capital invested

Capital invested by funds: $438M → $297M (-$141M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
142
Holders Change
-10
Holders Change %
-6.58%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
43
Reduced
55
Closed
19
Calls
$862K
Puts
$12K
Net Calls
+$850K
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.11M -$246K -6,367 -10%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$1.94M -$155 -4 -0%
Prudential Financial
28
Prudential Financial
New Jersey
$1.81M +$11.2K +290 +0.6%
SPA
29
Sentinel Pension Advisors
Massachusetts
$1.8M +$77 +2 +0%
Citigroup
30
Citigroup
New York
$1.77M -$298K -7,712 -14%
ZC
31
Zeit Capital
Colorado
$1.63M -$9.36K -242 -0.6%
IFA
32
Interactive Financial Advisors
Illinois
$1.49M -$47.7K -1,235 -3%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.48M -$62.7K -1,621 -4%
Truist Financial
34
Truist Financial
North Carolina
$1.47M +$5.92K +153 +0.4%
GWM
35
Geneos Wealth Management
Colorado
$1.45M -$3.87K -100 -0.3%
AAS
36
Avantax Advisory Services
Texas
$1.39M +$73.5K +1,901 +6%
TRCT
37
Tower Research Capital (TRC)
New York
$1.38M -$576K -14,899 -30%
RIL
38
Rothschild Investment LLC
Illinois
$1.32M +$30.9K +800 +2%
MAP
39
Milestone Advisory Partners
North Carolina
$1.17M -$2.64M -68,348 -69%
BIA
40
Biondo Investment Advisors
Pennsylvania
$1.12M +$84.1K +2,175 +8%
KAS
41
Kestra Advisory Services
Texas
$1.11M -$633K -16,383 -36%
AMG
42
Asset Management Group
Connecticut
$1.11M +$6.07K +157 +0.6%
FTS
43
Fifth Third Securities
Ohio
$1.06M -$637K -16,472 -38%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.05M -$1.42M -36,808 -58%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$13.3K +345 +1%
Stifel Financial
46
Stifel Financial
Missouri
$992K -$2.47M -63,764 -71%
Citadel Advisors
47
Citadel Advisors
Florida
$932K +$277K +7,172 +43%
CMP
48
Courage Miller Partners
Virginia
$924K +$179K +4,637 +24%
DC
49
Davenport & Co
Virginia
$919K -$22.3K -578 -2%
KNW
50
Kesler Norman & Wride
Utah
$883K -$291K -7,520 -25%

IGE Hedge Fund Activity: Q2 2023 in Review

142 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2023, worth a combined $297M — down 32% from $438M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGE and 10 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 43 added.

The largest buyer was Jane Street, adding an estimated $4.37M. The largest seller was Morgan Stanley, cutting an estimated $26M.

  • 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2023, down from 152 in Q1 2023.
  • Funds reported $297M of iShares North American Natural Resources ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 10 funds opened new iShares North American Natural Resources ETF positions in Q2 2023 and 19 closed out, a net change of -9 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2023 was Jane Street, an estimated $4.37M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2023 was Morgan Stanley, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2023.