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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $336M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
44
Reduced
51
Closed
18
Calls
$61K
Puts
$94K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.8M
2
S
2
Sachetta
Massachusetts
$5.34M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.33M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.51M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.3M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
QAM
5
Q3 Asset Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Sunbelt Securities
Texas
$800K 19,635 +900 +5%
PFM
52
Phillips Financial Management
Indiana
$795K 19,516 -25 -0.1%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$763K 18,464 -731 -4%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$762K 18,721 – –
Ameriprise
55
Ameriprise
Minnesota
$736K 18,072 -6,170 -25%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$715K 17,554 +32 +0.2%
CAN
57
Cetera Advisor Networks
California
$714K 17,541 -231 -1%
KNW
58
Kesler Norman & Wride
Utah
$688K 16,884 -1,483 -8%
DFA
59
DHK Financial Advisors
New Hampshire
$685K 16,833 +259 +2%
Osaic Holdings
60
Osaic Holdings
Arizona
$669K 16,426 -7,235 -31%
CAS
61
Coppell Advisory Solutions
Texas
$628K 15,432 +3,241 +27%
Citadel Advisors
62
Citadel Advisors
Florida
$588K 14,430 +14,430 New
FTS
63
Fifth Third Securities
Ohio
$586K 14,380 -10,874 -43%
VA
64
Valmark Advisers
Ohio
$568K 13,938 -2,648 -16%
XF
65
XML Financial
Maryland
$536K 13,151 -486 -4%
LIM
66
Leavell Investment Management
Alabama
$513K 12,598 -1,531 -11%
GA
67
GFS Advisors
Texas
$419K 10,282 -88 -0.8%
OWA
68
Outlook Wealth Advisors
Texas
$410K 10,062 -552 -5%
SWC
69
Spectrum Wealth Counsel
Indiana
$407K 10,005 +10,005 New
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$403K 9,886 – –
AAS
71
Ameritas Advisory Services
Nebraska
$394K 9,718 +3,446 +55%
KF
72
KKM Financial
Illinois
$392K 9,632 +9,632 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$391K 9,593 – –
PA
74
PFG Advisors
Arizona
$376K 9,242 +68 +0.7%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$371K 9,102 -451 -5%
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