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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $262M invested in iShares North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 51.55%51.02% (-0.53%)

6% less funds holding

Funds holding: 142134 (-8)

10% less capital invested

Capital invested by funds: $290M → $262M (-$28.2M)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $202K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
42
Reduced
53
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
ZC
26
Zeit Capital
Colorado
$2.03M -$23.7K -528 -1%
CIA
27
Concurrent Investment Advisors
Florida
$2.01M +$202K +4,511 +11%
SFG
28
Sowa Financial Group
Rhode Island
$2M -$194K -4,333 -9%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.84M +$814K +18,126 +77%
Principal Financial Group
30
Principal Financial Group
Iowa
$1.73M
Citadel Advisors
31
Citadel Advisors
Florida
$1.69M -$141K -3,142 -8%
AAS
32
Avantax Advisory Services
Texas
$1.59M -$140K -3,117 -8%
CMP
33
Courage Miller Partners
Virginia
$1.53M +$15.6K +348 +1%
GWM
34
Geneos Wealth Management
Colorado
$1.52M -$52.7K -1,175 -3%
RIL
35
Rothschild Investment LLC
Illinois
$1.48M -$12.6K -280 -0.8%
BIA
36
Biondo Investment Advisors
Pennsylvania
$1.36M +$75K +1,670 +6%
NFG
37
Nations Financial Group
Iowa
$1.35M +$62.1K +1,384 +5%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.32M -$190K -4,244 -12%
Truist Financial
39
Truist Financial
North Carolina
$1.27M -$117K -2,596 -8%
Jennison Associates
40
Jennison Associates
New York
$1.27M +$605K +13,480 +88%
Jane Street
41
Jane Street
New York
$1.19M +$792K +17,635 +190%
AMG
42
Asset Management Group
Connecticut
$1.16M +$6.87K +153 +0.6%
Prudential Financial
43
Prudential Financial
New Jersey
$1.14M +$69.8K +1,555 +6%
KAS
44
Kestra Advisory Services
Texas
$1.1M -$20.9K -466 -2%
Mariner
45
Mariner
Kansas
$1.07M +$59.2K +1,319 +6%
TRCT
46
Tower Research Capital (TRC)
New York
$1.02M +$783K +17,451 +306%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$998K -$240K -5,341 -19%
Comerica Bank
48
Comerica Bank
Texas
$884K -$50.8K -1,132 -5%
SS
49
Sunbelt Securities
Texas
$864K
S
50
Sachetta
Massachusetts
$836K -$5.06M -112,663 -86%

IGE Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2024, worth a combined $262M — down 9.7% from $290M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGE and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was The Family Firm, adding an estimated $9.58M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $6.33M sold.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $262M of iShares North American Natural Resources ETF stock for Q2 2024, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q2 2024 and 14 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2024 was The Family Firm, an estimated $9.58M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2024 was Executive Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2024.