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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $262M invested in iShares North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 51.55%51.02% (-0.53%)

6% less funds holding

Funds holding: 142134 (-8)

10% less capital invested

Capital invested by funds: $290M → $262M (-$28.2M)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $202K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
42
Reduced
53
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
51
Parkside Financial Bank & Trust
Missouri
$829K +$18.7K +416 +2%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$823K
PFM
53
Phillips Financial Management
Indiana
$813K -$29.8K -665 -3%
ACM
54
Avalon Capital Management
California
$807K -$2.73M -60,728 -77%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$799K -$55.3K -1,231 -6%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$779K -$141K -3,143 -15%
VA
57
Valmark Advisers
Ohio
$660K +$27.7K +617 +4%
HighTower Advisors
58
HighTower Advisors
Illinois
$653K +$309K +6,884 +86%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$550K +$561K +12,500 New
XF
60
XML Financial
Maryland
$549K -$31.1K -692 -5%
DC
61
Davenport & Co
Virginia
$502K +$404 +9 +0.1%
CAS
62
Coppell Advisory Solutions
Texas
$493K +$503K +11,199 New
LIM
63
Leavell Investment Management
Alabama
$484K +$16.5K +367 +3%
GA
64
GFS Advisors
Texas
$456K -$456K -10,166 -98%
IFA
65
Interactive Financial Advisors
Illinois
$448K -$11.6K -258 -2%
SWC
66
Spectrum Wealth Counsel
Indiana
$440K
KNW
67
Kesler Norman & Wride
Utah
$440K -$49.2K -1,097 -10%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$437K
Osaic Holdings
69
Osaic Holdings
Arizona
$424K -$44.9K -1,001 -9%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$417K -$430K -9,573 -51%
FTS
71
Fifth Third Securities
Ohio
$409K -$111K -2,478 -21%
PA
72
PFG Advisors
Arizona
$397K -$6.82K -152 -2%
SFP
73
Sweet Financial Partners
Minnesota
$389K
AAS
74
Ameritas Advisory Services
Nebraska
$377K -$63.5K -1,414 -14%
KF
75
KKM Financial
Illinois
$356K

IGE Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2024, worth a combined $262M — down 9.7% from $290M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGE and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was The Family Firm, adding an estimated $9.58M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $6.33M sold.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $262M of iShares North American Natural Resources ETF stock for Q2 2024, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q2 2024 and 14 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2024 was The Family Firm, an estimated $9.58M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2024 was Executive Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2024.