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iShares North American Natural Resources ETF

147 hedge funds and large institutions have $345M invested in iShares North American Natural Resources ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 142147 (+5)

4% more capital invested

Capital invested by funds: $331M → $345M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 55.09%54.13% (-0.96%)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Phillips Financial Management
Indiana
$816K
OWA
52
Outlook Wealth Advisors
Texas
$782K +$266K +5,976 +53%
VA
53
Valmark Advisers
Ohio
$771K -$25.3K -567 -3%
Stifel Financial
54
Stifel Financial
Missouri
$728K +$482K +10,819 +209%
Osaic Holdings
55
Osaic Holdings
Arizona
$723K -$2.77M -62,083 -80%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$690K +$108K +2,418 +19%
LIM
57
Leavell Investment Management
Alabama
$687K +$123K +2,752 +22%
SS
58
Sunbelt Securities
Texas
$679K -$31.2K -700 -4%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$675K -$15.5K -348 -2%
S
60
Sachetta
Massachusetts
$660K +$4.77K +107 +0.7%
CAG
61
Csenge Advisory Group
Florida
$618K -$34.8K -780 -5%
Comerica Bank
62
Comerica Bank
Texas
$609K -$334K -7,501 -36%
XF
63
XML Financial
Maryland
$550K -$20.4K -458 -4%
CC
64
Courier Capital
New York
$481K
GA
65
GFS Advisors
Texas
$470K
SWC
66
Spectrum Wealth Counsel
Indiana
$465K
NAS
67
Nicolet Advisory Services
Wisconsin
$443K -$680K -15,252 -58%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$440K -$6.69K -150 -2%
AG
69
Ascent Group
Virginia
$440K -$113K -2,533 -21%
PA
70
PFG Advisors
Arizona
$436K +$7.85K +176 +2%
IFA
71
Interactive Financial Advisors
Illinois
$429K -$17.4K -391 -4%
MA
72
Mezzasalma Advisors
New Jersey
$402K +$2.1K +47 +0.5%
AAS
73
Ameritas Advisory Services
Nebraska
$395K +$16.8K +377 +4%
UCFA
74
United Capital Financial Advisors
Texas
$341K
Citigroup
75
Citigroup
New York
$334K +$83.9K +1,882 +34%

IGE Hedge Fund Activity: Q1 2025 in Review

147 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2025, worth a combined $345M — up 4.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 11 closed out — a net gain of 6 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.62M. The largest seller was The Family Firm, cutting an estimated $8.31M.

  • 147 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2025, up from 142 in Q4 2024.
  • Funds reported $345M of iShares North American Natural Resources ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q1 2025 and 11 closed out, a net change of +6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $6.62M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2025 was The Family Firm, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.