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iShares North American Natural Resources ETF

153 hedge funds and large institutions have $462M invested in iShares North American Natural Resources ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 140153 (+13)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0.27% less ownership

Funds ownership: 51.14%50.87% (-0.27%)

4% less capital invested

Capital invested by funds: $481M → $462M (-$18.9M)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $716K

Holders
153
Holders Change
+13
Holders Change %
+9.29%
% of All Funds
2.58%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
51
Reduced
50
Closed
13
Calls
$6K
Puts
$716K
Net Calls
-$710K
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Teamwork Financial Advisors
Texas
$1.3M -$44.8K -1,104 -3%
SMG
52
Spectrum Management Group
Indiana
$1.29M +$1.46M +35,890 New
AAS
53
Avantax Advisory Services
Texas
$1.27M +$96.7K +2,382 +7%
RIL
54
Rothschild Investment LLC
Illinois
$1.26M -$30.4K -750 -2%
MOS
55
MGO One Seven
Ohio
$1.24M +$1.39M +34,352 New
AI
56
Atria Investments
North Carolina
$1.23M -$74.8K -1,842 -5%
TRCT
57
Tower Research Capital (TRC)
New York
$1.21M +$1.36M +33,520 +15,376%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$1.2M +$1.35M +33,199 New
GFPC
59
Global Financial Private Client
Florida
$1.06M +$277K +6,827 +31%
AMG
60
Asset Management Group
Connecticut
$1M +$6.45K +159 +0.6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$995K -$2.06M -50,837 -65%
MIAN
62
Mariner Independent Advisor Network
Kansas
$979K +$1.12M +27,484 New
Prudential Financial
63
Prudential Financial
New Jersey
$963K +$603K +14,863 +131%
DC
64
Davenport & Co
Virginia
$960K -$554K -13,650 -34%
OWA
65
Outlook Wealth Advisors
Texas
$933K -$98.3K -2,421 -9%
Renaissance Technologies
66
Renaissance Technologies
New York
$921K +$215K +5,300 +26%
BOTW
67
Bank of the West
California
$890K -$200K -4,919 -17%
HighTower Advisors
68
HighTower Advisors
Illinois
$826K +$702K +17,296 +285%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$810K -$1.5M -36,883 -62%
BIA
70
Biondo Investment Advisors
Pennsylvania
$771K +$27K +665 +3%
PFM
71
Phillips Financial Management
Indiana
$755K +$146K +3,598 +21%
CMP
72
Courage Miller Partners
Virginia
$689K -$1.22K -30 -0.2%
OAM
73
Oak Asset Management
California
$689K +$777K +19,149 New
DFA
74
DHK Financial Advisors
New Hampshire
$682K +$4.51K +111 +0.6%
SS
75
Sunbelt Securities
Texas
$682K +$23.7K +585 +3%

IGE Hedge Fund Activity: Q2 2022 in Review

153 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2022, worth a combined $462M — down 3.9% from $481M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGE positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.2M. The largest seller was BlackRock, exiting entirely with an estimated $8.85M sold.

  • 153 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $462M of iShares North American Natural Resources ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new iShares North American Natural Resources ETF positions in Q2 2022 and 13 closed out, a net change of +13 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2022 was Wells Fargo, an estimated $18.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2022 was BlackRock, an estimated $8.85M sold.

Based on aggregated 13F filings for Q2 2022.