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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

146 hedge funds and large institutions have $313M invested in iShares North American Natural Resources ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
34
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$15.7M
2
MPPLM
2
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.81M
3
CWM
3
Congress Wealth Management
Massachusetts
$2.4M
4
QAM
4
Q3 Asset Management
Michigan
$2.09M
5
HAS
5
HBW Advisory Services
California
$1.49M

Top Sellers

1
SFG
1
Sowa Financial Group
Rhode Island
$2.15M
2
Jane Street
2
Jane Street
New York
$0
3
WDL
3
Well Done LLC
Michigan
$0
4
Bank of America
4
Bank of America
North Carolina
$59.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Sowa Financial Group
Rhode Island
$2.15M -$4.82M -115,952 -69%
QAM
27
Q3 Asset Management
Michigan
$2.09M +$2.09M +50,251 New
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$2.08M – – –
SPA
29
Sentinel Pension Advisors
Massachusetts
$1.93M – – –
Prudential Financial
30
Prudential Financial
New Jersey
$1.86M -$83.9K -2,018 -4%
Citigroup
31
Citigroup
New York
$1.81M -$87K -2,093 -5%
ZC
32
Zeit Capital
Colorado
$1.75M +$790 +19 +0%
Stifel Financial
33
Stifel Financial
Missouri
$1.72M +$656K +15,780 +62%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$1.65M +$70.5K +1,694 +4%
AAS
35
Avantax Advisory Services
Texas
$1.61M +$119K +2,869 +8%
GWM
36
Geneos Wealth Management
Colorado
$1.54M -$9.73K -234 -0.6%
Truist Financial
37
Truist Financial
North Carolina
$1.52M -$52.9K -1,273 -3%
HAS
38
HBW Advisory Services
California
$1.49M +$1.49M +35,761 New
RIL
39
Rothschild Investment LLC
Illinois
$1.41M -$4.16K -100 -0.3%
BIA
40
Biondo Investment Advisors
Pennsylvania
$1.27M +$69.9K +1,680 +6%
NFG
41
Nations Financial Group
Iowa
$1.26M +$1.26M +30,267 New
CMP
42
Courage Miller Partners
Virginia
$1.22M +$231K +5,544 +23%
AMG
43
Asset Management Group
Connecticut
$1.18M -$1.21K -29 -0.1%
KAS
44
Kestra Advisory Services
Texas
$1.15M -$34.6K -832 -3%
MAP
45
Milestone Advisory Partners
North Carolina
$1.1M -$153K -3,684 -12%
FTS
46
Fifth Third Securities
Ohio
$1.06M -$82.2K -1,961 -7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$62.8K -1,509 -6%
Ameriprise
48
Ameriprise
Minnesota
$1.01M +$68.9K +1,656 +7%
Osaic Holdings
49
Osaic Holdings
Arizona
$984K +$128K +3,077 +15%
DC
50
Davenport & Co
Virginia
$974K -$10.4K -250 -1%
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