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iShares North American Natural Resources ETF

142 hedge funds and large institutions have $331M invested in iShares North American Natural Resources ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

33% more capital invested

Capital invested by funds: $248M → $331M (+$82.6M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

7% more funds holding

Funds holding: 133142 (+9)

9% more call options, than puts

Call options by funds: $47K | Put options by funds: $43K

3.29% less ownership

Funds ownership: 58.38%55.09% (-3.3%)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
48
Reduced
40
Closed
13
Calls
$47K
Puts
$43K
Net Calls
+$4K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$767K -$4.71K -104 -0.6%
VA
52
Valmark Advisers
Ohio
$749K +$96K +2,123 +14%
CAG
53
Csenge Advisory Group
Florida
$666K +$705K +15,592 New
SS
54
Sunbelt Securities
Texas
$662K -$181K -4,000 -20%
ACM
55
Avalon Capital Management
California
$660K -$112K -2,481 -14%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$649K +$4.39K +97 +0.6%
S
57
Sachetta
Massachusetts
$615K -$112K -2,473 -15%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$545K -$2.41M -53,344 -81%
XF
59
XML Financial
Maryland
$536K +$5.47K +121 +1%
LIM
60
Leavell Investment Management
Alabama
$528K +$57.9K +1,280 +12%
AG
61
Ascent Group
Virginia
$521K +$552K +12,199 New
OWA
62
Outlook Wealth Advisors
Texas
$480K -$37.2K -822 -7%
Raymond James Financial
63
Raymond James Financial
Florida
$477K +$505K +11,172 New
CC
64
Courier Capital
New York
$452K -$45 -1 -0%
GA
65
GFS Advisors
Texas
$441K -$1.81K -40 -0.4%
SWC
66
Spectrum Wealth Counsel
Indiana
$437K +$10.4K +229 +2%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$420K
IFA
68
Interactive Financial Advisors
Illinois
$420K -$23.1K -511 -5%
PA
69
PFG Advisors
Arizona
$402K +$8.91K +197 +2%
MA
70
Mezzasalma Advisors
New Jersey
$376K +$398K +8,789 New
AAS
71
Ameritas Advisory Services
Nebraska
$361K +$131K +2,888 +52%
Citadel Advisors
72
Citadel Advisors
Florida
$351K -$747K -16,503 -67%
KF
73
KKM Financial
Illinois
$347K
UCFA
74
United Capital Financial Advisors
Texas
$320K
FIB
75
First Interstate Bank
Montana
$303K -$2.26K -50 -0.7%

IGE Hedge Fund Activity: Q4 2024 in Review

142 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2024, worth a combined $331M — up 33% from $248M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGE positions and 13 closed out — a net gain of 12 holders — while 48 added to existing stakes and 40 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $54.6M. The largest seller was Arkansas Financial Group, cutting an estimated $38.7M.

  • 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2024, up from 133 in Q3 2024.
  • Funds reported $331M of iShares North American Natural Resources ETF stock for Q4 2024, up 33% quarter-over-quarter.
  • 25 funds opened new iShares North American Natural Resources ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2024 was AssetMark Inc, an estimated $54.6M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2024 was Arkansas Financial Group, an estimated $38.7M sold.

Based on aggregated 13F filings for Q4 2024.