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iShares North American Natural Resources ETF

133 hedge funds and large institutions have $259M 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, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
1.93%
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
52
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$823K
PFM
52
Phillips Financial Management
Indiana
$813K -$29.3K -665 -3%
ACM
53
Avalon Capital Management
California
$807K -$2.67M -60,728 -77%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$799K -$54.2K -1,231 -6%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$779K -$138K -3,143 -15%
VA
56
Valmark Advisers
Ohio
$660K +$27.1K +617 +4%
HighTower Advisors
57
HighTower Advisors
Illinois
$653K +$303K +6,884 +86%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$550K +$550K +12,500 New
XF
59
XML Financial
Maryland
$549K -$30.4K -692 -5%
DC
60
Davenport & Co
Virginia
$502K +$396 +9 +0.1%
CAS
61
Coppell Advisory Solutions
Texas
$493K +$493K +11,199 New
LIM
62
Leavell Investment Management
Alabama
$484K +$16.1K +367 +3%
GA
63
GFS Advisors
Texas
$456K -$22.8M -10,166 -98%
IFA
64
Interactive Financial Advisors
Illinois
$448K -$11.4K -258 -2%
SWC
65
Spectrum Wealth Counsel
Indiana
$440K
KNW
66
Kesler Norman & Wride
Utah
$440K -$48.3K -1,097 -10%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$437K
Osaic Holdings
68
Osaic Holdings
Arizona
$424K -$44.1K -1,001 -9%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$417K -$430K -9,573 -51%
FTS
70
Fifth Third Securities
Ohio
$409K -$109K -2,478 -21%
PA
71
PFG Advisors
Arizona
$397K -$6.69K -152 -2%
SFP
72
Sweet Financial Partners
Minnesota
$389K
AAS
73
Ameritas Advisory Services
Nebraska
$377K -$62.2K -1,414 -14%
KF
74
KKM Financial
Illinois
$356K
UCFA
75
United Capital Financial Advisors
Texas
$330K