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iShares North American Natural Resources ETF
IGE

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

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $297M → $313M (+$16M)

3% more funds holding

Funds holding: 142 → 146 (+4)

1.57% more ownership

Funds ownership: 50.54% → 52.11% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.32%
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

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$15.6M
2
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
+$2.79M
3
CWM
Congress Wealth Management
Massachusetts
+$2.38M
4
QAM
Q3 Asset Management
Michigan
+$2.07M
5
HAS
HBW Advisory Services
California
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
SFG
Sowa Financial Group
Rhode Island
-$4.78M
2
Jane Street
Jane Street
New York
-$4.7M
3
WDL
Well Done LLC
Michigan
-$3.9M
4
Bank of America
Bank of America
North Carolina
-$3.65M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
Sowa Financial Group
Rhode Island
$2.15M -$4.78M -115,952 -69%
QAM
27
Q3 Asset Management
Michigan
$2.09M +$2.07M +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 -$83.1K -2,018 -4%
Citigroup
31
Citigroup
New York
$1.81M -$86.2K -2,093 -5%
ZC
32
Zeit Capital
Colorado
$1.75M +$783 +19 +0%
Stifel Financial
33
Stifel Financial
Missouri
$1.72M +$650K +15,780 +62%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.65M +$69.8K +1,694 +4%
AAS
35
Avantax Advisory Services
Texas
$1.61M +$118K +2,869 +8%
GWM
36
Geneos Wealth Management
Colorado
$1.54M -$9.64K -234 -0.6%
Truist Financial
37
Truist Financial
North Carolina
$1.52M -$52.4K -1,273 -3%
HAS
38
HBW Advisory Services
California
$1.49M +$1.47M +35,761 New
RIL
39
Rothschild Investment LLC
Illinois
$1.41M -$4.12K -100 -0.3%
BIA
40
Biondo Investment Advisors
Pennsylvania
$1.27M +$69.2K +1,680 +6%
NFG
41
Nations Financial Group
Iowa
$1.26M +$1.25M +30,267 New
CMP
42
Courage Miller Partners
Virginia
$1.22M +$228K +5,544 +23%
AMG
43
Asset Management Group
Connecticut
$1.18M -$1.2K -29 -0.1%
KAS
44
Kestra Advisory Services
Texas
$1.15M -$34.3K -832 -3%
MAP
45
Milestone Advisory Partners
North Carolina
$1.1M -$152K -3,684 -12%
FTS
46
Fifth Third Securities
Ohio
$1.06M -$80.8K -1,961 -7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$62.2K -1,509 -6%
Ameriprise
48
Ameriprise
Minnesota
$1.01M +$68.2K +1,656 +7%
Osaic Holdings
49
Osaic Holdings
Arizona
$984K +$127K +3,077 +15%
DC
50
Davenport & Co
Virginia
$974K -$10.3K -250 -1%
1
2
3 4 5

IGE Hedge Fund Activity: Q3 2023 in Review

146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2023, worth a combined $313M — up 5.4% from $297M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGE positions and 16 closed out — a net gain of 4 holders — while 34 added to existing stakes and 50 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $15.6M. The largest seller was Sowa Financial Group, cutting an estimated $4.78M.

  • 146 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2023, up from 142 in Q2 2023.
  • Funds reported $313M of iShares North American Natural Resources ETF stock for Q3 2023, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares North American Natural Resources ETF positions in Q3 2023 and 16 closed out, a net change of +4 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.6M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2023 was Sowa Financial Group, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2023.