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iShares North American Natural Resources ETF

162 hedge funds and large institutions have $488M invested in iShares North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $61K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

33% more capital invested

Capital invested by funds: $366M → $488M (+$122M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147162 (+15)

5.91% more ownership

Funds ownership: 48.06%53.97% (+5.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
63
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Moran Wealth Management
Florida
$1.51M +$1.51M +37,094 New
GFPC
52
Global Financial Private Client
Florida
$1.48M +$229K +5,651 +18%
AI
53
Atria Investments
North Carolina
$1.44M +$82.1K +2,023 +6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.38M +$362K +8,918 +36%
LI
55
LVZ Inc
Michigan
$1.26M +$1.26M +31,040 New
JP Morgan Chase
56
JP Morgan Chase
New York
$1.25M +$1.13M +27,756 +931%
GWM
57
Geneos Wealth Management
Colorado
$1.23M +$784K +19,312 +178%
RJA
58
Raymond James & Associates
Florida
$1.21M -$197K -4,843 -14%
AMG
59
Asset Management Group
Connecticut
$1.16M +$21.8K +537 +2%
RIL
60
Rothschild Investment LLC
Illinois
$1.15M -$304K -7,490 -21%
CAN
61
Cetera Advisor Networks
California
$993K +$274K +6,760 +38%
DC
62
Davenport & Co
Virginia
$985K +$169K +4,169 +21%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$916K +$575K +14,169 +169%
BIA
64
Biondo Investment Advisors
Pennsylvania
$897K +$14K +345 +2%
SPC
65
Sigma Planning Corp
Michigan
$867K +$865K +21,311 New
CMP
66
Courage Miller Partners
Virginia
$817K +$81.5K +2,006 +11%
PFM
67
Phillips Financial Management
Indiana
$810K -$11K -270 -1%
BOTW
68
Bank of the West
California
$789K -$187K -4,599 -19%
DFA
69
DHK Financial Advisors
New Hampshire
$786K +$15.3K +378 +2%
SS
70
Sunbelt Securities
Texas
$760K -$4.06K -100 -0.5%
TRCT
71
Tower Research Capital (TRC)
New York
$747K -$894K -22,012 -55%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$649K +$690 +17 +0.1%
NF
73
Nikulski Financial
Iowa
$616K -$4.55K -112 -0.7%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$596K +$37.7K +929 +7%
XF
75
XML Financial
Maryland
$581K +$9.34K +230 +2%

IGE Hedge Fund Activity: Q4 2022 in Review

162 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2022, worth a combined $488M — up 33% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGE positions and 14 closed out — a net gain of 20 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $11M. The largest seller was HRT Financial, cutting an estimated $2.47M.

  • 162 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $488M of iShares North American Natural Resources ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 34 funds opened new iShares North American Natural Resources ETF positions in Q4 2022 and 14 closed out, a net change of +20 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $11M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2022 was HRT Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2022.