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iShares North American Natural Resources ETF

147 hedge funds and large institutions have $345M invested in iShares North American Natural Resources ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 142147 (+5)

4% more capital invested

Capital invested by funds: $331M → $345M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 55.09%54.13% (-0.96%)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.98M +$1.58M +35,416 +432%
WPWM
27
Windward Private Wealth Management
Kansas
$1.97M -$104K -2,329 -5%
CG
28
Caprock Group
Idaho
$1.93M +$1.89M +42,421 New
CMP
29
Courage Miller Partners
Virginia
$1.92M +$200K +4,475 +12%
BIA
30
Biondo Investment Advisors
Pennsylvania
$1.73M +$234K +5,250 +16%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.59M -$48.3K -1,083 -3%
CWM
32
Congress Wealth Management
Massachusetts
$1.53M -$44.3K -993 -3%
RIL
33
Rothschild Investment LLC
Illinois
$1.48M -$26.5K -595 -2%
SFG
34
Sowa Financial Group
Rhode Island
$1.44M -$239K -5,355 -14%
NFG
35
Nations Financial Group
Iowa
$1.34M -$20.4K -458 -2%
Truist Financial
36
Truist Financial
North Carolina
$1.32M -$10.2K -229 -0.8%
AFG
37
Arkansas Financial Group
Arkansas
$1.32M +$62.9K +1,411 +4%
AWS
38
Atria Wealth Solutions
New York
$1.32M -$139K -3,128 -10%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.22M +$310K +6,946 +35%
AMG
40
Asset Management Group
Connecticut
$1.17M +$5.57K +125 +0.5%
Mariner
41
Mariner
Kansas
$1.1M +$56.6K +1,270 +6%
AAS
42
Avantax Advisory Services
Texas
$1.07M -$548K -12,295 -34%
Jennison Associates
43
Jennison Associates
New York
$1.07M -$2.64M -59,146 -72%
IC
44
IEQ Capital
California
$1.04M +$63.6K +1,426 +7%
KAS
45
Kestra Advisory Services
Texas
$1.01M -$61K -1,368 -6%
PFBT
46
Parkside Financial Bank & Trust
Missouri
$993K +$45.2K +1,013 +5%
QAM
47
Q3 Asset Management
Michigan
$953K +$935K +20,971 New
PB
48
Prime Buchholz
New Hampshire
$921K
HighTower Advisors
49
HighTower Advisors
Illinois
$904K +$54.4K +1,220 +7%
Raymond James Financial
50
Raymond James Financial
Florida
$866K +$351K +7,879 +71%

IGE Hedge Fund Activity: Q1 2025 in Review

147 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2025, worth a combined $345M — up 4.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 11 closed out — a net gain of 6 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.62M. The largest seller was The Family Firm, cutting an estimated $8.31M.

  • 147 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2025, up from 142 in Q4 2024.
  • Funds reported $345M of iShares North American Natural Resources ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q1 2025 and 11 closed out, a net change of +6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $6.62M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2025 was The Family Firm, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.