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iShares North American Natural Resources ETF

140 hedge funds and large institutions have $328M invested in iShares North American Natural Resources ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0.11% more ownership

Funds ownership: 54.13%54.24% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 147140 (-7)

5% less capital invested

Capital invested by funds: $345M → $328M (-$17.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
26
Sachetta
Massachusetts
$1.83M +$1.15M +26,882 +185%
IAA
27
Independent Advisor Alliance
North Carolina
$1.8M +$1.75M +40,736 New
BIA
28
Biondo Investment Advisors
Pennsylvania
$1.76M +$77.6K +1,810 +5%
WPWM
29
Windward Private Wealth Management
Kansas
$1.75M -$161K -3,750 -9%
Citadel Advisors
30
Citadel Advisors
Florida
$1.53M -$387K -9,021 -21%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.52M -$29.1K -679 -2%
AFG
32
Arkansas Financial Group
Arkansas
$1.51M +$21.1K +493 +1%
RIL
33
Rothschild Investment LLC
Illinois
$1.48M +$36.7K +855 +3%
SFG
34
Sowa Financial Group
Rhode Island
$1.38M -$18.3K -426 -1%
Truist Financial
35
Truist Financial
North Carolina
$1.34M +$53.4K +1,246 +4%
ARC
36
Advisor Resource Council
Texas
$1.29M
NFG
37
Nations Financial Group
Iowa
$1.29M -$15.9K -371 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.26M +$72.3K +1,686 +6%
GWM
39
Geneos Wealth Management
Colorado
$1.23M -$1.28M -29,958 -52%
AMG
40
Asset Management Group
Connecticut
$1.13M -$13.8K -321 -1%
PFBT
41
Parkside Financial Bank & Trust
Missouri
$1.06M +$86.8K +2,024 +9%
IC
42
IEQ Capital
California
$1.01M
AAS
43
Avantax Advisory Services
Texas
$1M -$38.8K -904 -4%
Mariner
44
Mariner
Kansas
$971K -$101K -2,346 -10%
KAS
45
Kestra Advisory Services
Texas
$948K -$32.1K -749 -3%
HighTower Advisors
46
HighTower Advisors
Illinois
$907K +$25.7K +600 +3%
PB
47
Prime Buchholz
New Hampshire
$896K
TRCT
48
Tower Research Capital (TRC)
New York
$879K +$851K +19,859 New
Raymond James Financial
49
Raymond James Financial
Florida
$814K -$27.9K -650 -3%
PFM
50
Phillips Financial Management
Indiana
$794K

IGE Hedge Fund Activity: Q2 2025 in Review

140 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2025, worth a combined $328M — down 5.1% from $345M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 13 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was Osaic Holdings, adding an estimated $9.63M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $5.88M.

  • 140 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2025, down from 147 in Q1 2025.
  • Funds reported $328M of iShares North American Natural Resources ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2025 was Osaic Holdings, an estimated $9.63M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2025 was Steward Partners Investment Advisory, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2025.