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iShares North American Natural Resources ETF

133 hedge funds and large institutions have $248M invested in iShares North American Natural Resources ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

7.36% more ownership

Funds ownership: 51.02%58.38% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 134133 (-1)

5% less capital invested

Capital invested by funds: $262M → $248M (-$13.8M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
50
Closed
10
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.74M -$102K -2,326 -6%
Jennison Associates
27
Jennison Associates
New York
$1.71M +$440K +9,987 +35%
CMP
28
Courage Miller Partners
Virginia
$1.63M +$103K +2,348 +7%
Principal Financial Group
29
Principal Financial Group
Iowa
$1.53M -$198K -4,500 -11%
CWM
30
Congress Wealth Management
Massachusetts
$1.52M -$1.03M -23,309 -40%
GWM
31
Geneos Wealth Management
Colorado
$1.49M -$30.5K -693 -2%
RIL
32
Rothschild Investment LLC
Illinois
$1.49M
AAS
33
Avantax Advisory Services
Texas
$1.45M -$143K -3,239 -9%
BIA
34
Biondo Investment Advisors
Pennsylvania
$1.38M +$12.8K +290 +0.9%
NFG
35
Nations Financial Group
Iowa
$1.37M +$17.9K +406 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.34M +$16.1K +366 +1%
Jane Street
37
Jane Street
New York
$1.26M +$71.2K +1,615 +6%
Truist Financial
38
Truist Financial
North Carolina
$1.23M -$42.9K -973 -3%
AMG
39
Asset Management Group
Connecticut
$1.16M +$3.22K +73 +0.3%
Citadel Advisors
40
Citadel Advisors
Florida
$1.09M -$605K -13,733 -36%
KAS
41
Kestra Advisory Services
Texas
$1.06M -$34.6K -785 -3%
Prudential Financial
42
Prudential Financial
New Jersey
$993K -$148K -3,349 -13%
PFBT
43
Parkside Financial Bank & Trust
Missouri
$867K +$36.9K +837 +4%
Comerica Bank
44
Comerica Bank
Texas
$867K -$18.7K -425 -2%
SS
45
Sunbelt Securities
Texas
$865K
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$828K +$28.4K +644 +4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$825K +$661 +15 +0.1%
PFM
48
Phillips Financial Management
Indiana
$795K -$19.5K -443 -2%
ACM
49
Avalon Capital Management
California
$790K -$18.7K -424 -2%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$776K -$4.41K -100 -0.6%

IGE Hedge Fund Activity: Q3 2024 in Review

133 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2024, worth a combined $248M — down 5.3% from $262M a quarter earlier.

Fund positioning in IGE was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 40 added to existing stakes and 50 trimmed.

The largest buyer was Arkansas Financial Group, opening a new position worth an estimated $39.1M. The largest seller was Omnia Family Wealth, exiting entirely with an estimated $4.49M sold.

  • 133 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $248M of iShares North American Natural Resources ETF stock for Q3 2024, down 5.3% quarter-over-quarter.
  • 10 funds opened new iShares North American Natural Resources ETF positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2024 was Arkansas Financial Group, an estimated $39.1M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2024 was Omnia Family Wealth, an estimated $4.49M sold.

Based on aggregated 13F filings for Q3 2024.