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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $286M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
56
Closed
15
Calls
$445K
Puts
$364K
Net Calls
+$81K
Net Calls Change
+$114K

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$6.33M
2
OFW
2
Omnia Family Wealth
Florida
$4.47M
3
ACM
3
Avalon Capital Management
California
$3.56M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.58M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Bank of America
2
Bank of America
North Carolina
$31.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.97M
4
TF
4
Theory Financial
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$938K -$1.8M -40,018 -66%
SS
52
Sunbelt Securities
Texas
$883K – – –
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$872K +$872K +19,379 New
Ameriprise
54
Ameriprise
Minnesota
$864K +$51.1K +1,135 +6%
PFM
55
Phillips Financial Management
Indiana
$862K -$16.4K -365 -2%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$857K +$547K +12,158 +176%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$849K +$17.7K +394 +2%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$842K -$540 -12 -0.1%
PFBT
59
Parkside Financial Bank & Trust
Missouri
$829K +$39.3K +873 +5%
Stifel Financial
60
Stifel Financial
Missouri
$828K -$671K -14,910 -45%
GS
61
GTS Securities
New York
$780K +$780K +17,348 New
DFA
62
DHK Financial Advisors
New Hampshire
$761K +$3.78K +84 +0.5%
CASC
63
Coppell Advisory Solutions Corp
Texas
$733K +$733K +16,284 New
CAN
64
Cetera Advisor Networks
California
$717K -$72.6K -1,613 -9%
Jennison Associates
65
Jennison Associates
New York
$690K -$1.35M -30,033 -66%
VA
66
Valmark Advisers
Ohio
$647K +$20K +445 +3%
XF
67
XML Financial
Maryland
$593K +$945 +21 +0.2%
FTS
68
Fifth Third Securities
Ohio
$530K -$117K -2,608 -18%
DC
69
Davenport & Co
Virginia
$513K -$466K -10,348 -48%
KNW
70
Kesler Norman & Wride
Utah
$499K -$261K -5,798 -34%
Osaic Holdings
71
Osaic Holdings
Arizona
$478K -$261K -5,800 -35%
LIM
72
Leavell Investment Management
Alabama
$478K -$88.4K -1,966 -16%
IFA
73
Interactive Financial Advisors
Illinois
$470K -$287K -6,374 -38%
GA
74
GFS Advisors
Texas
$467K +$3.92K +87 +0.8%
OWA
75
Outlook Wealth Advisors
Texas
$465K +$12.5K +277 +3%
1 2
3
4 5