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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $286M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
56
Closed
15
Calls
$445K
Puts
$364K
Net Calls
+$81K
Net Calls Change
+$114K

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$6.33M
2
OFW
2
Omnia Family Wealth
Florida
$4.47M
3
ACM
3
Avalon Capital Management
California
$3.56M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.58M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Bank of America
2
Bank of America
North Carolina
$31.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.97M
4
TF
4
Theory Financial
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Congress Wealth Management
Massachusetts
$2.63M +$4.45K +99 +0.2%
KWM
27
Kingsview Wealth Management
Oregon
$2.58M +$2.58M +57,452 New
WPWM
28
Windward Private Wealth Management
Kansas
$2.2M -$157K -3,490 -7%
ZC
29
Zeit Capital
Colorado
$2.1M +$98.9K +2,198 +5%
SFG
30
Sowa Financial Group
Rhode Island
$2.03M – – –
Citadel Advisors
31
Citadel Advisors
Florida
$1.87M +$1.22M +27,154 +188%
CIA
32
Concurrent Investment Advisors
Florida
$1.85M +$1.85M +41,089 New
Principal Financial Group
33
Principal Financial Group
Iowa
$1.77M -$2.97M -66,000 -63%
AAS
34
Avantax Advisory Services
Texas
$1.76M -$595K -13,215 -25%
Citigroup
35
Citigroup
New York
$1.69M -$46K -1,023 -3%
GWM
36
Geneos Wealth Management
Colorado
$1.61M -$85.3K -1,897 -5%
CMP
37
Courage Miller Partners
Virginia
$1.55M +$120K +2,669 +8%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.54M -$379K -8,417 -20%
RIL
39
Rothschild Investment LLC
Illinois
$1.53M – – –
ARC
40
Advisor Resource Council
Texas
$1.51M +$1.51M +37,030 New
Truist Financial
41
Truist Financial
North Carolina
$1.41M -$180K -3,996 -11%
NFG
42
Nations Financial Group
Iowa
$1.32M -$135 -3 -0%
BIA
43
Biondo Investment Advisors
Pennsylvania
$1.32M -$147K -3,265 -10%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.26M -$134K -2,974 -10%
AMG
45
Asset Management Group
Connecticut
$1.18M -$104K -2,315 -8%
KAS
46
Kestra Advisory Services
Texas
$1.14M -$146K -3,248 -11%
Prudential Financial
47
Prudential Financial
New Jersey
$1.09M -$1.01M -22,436 -48%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.06M -$824K -18,313 -44%
Mariner
49
Mariner
Kansas
$1.03M +$106K +2,350 +11%
Comerica Bank
50
Comerica Bank
Texas
$955K -$53.3K -1,185 -5%
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