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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

146 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 16 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.75M
2
CNC
Citizens & Northern Corp
Pennsylvania
+$2.78M
3
CG
Caprock Group
Idaho
+$1.93M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.61M
5
GWM
Geneos Wealth Management
Colorado
+$1.11M

Top Sellers

1
TFF
The Family Firm
Maryland
-$8.48M
2
AssetMark Inc
AssetMark Inc
California
-$5.57M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.82M
4
Goldman Sachs
Goldman Sachs
New York
-$2.79M
5
Jennison Associates
Jennison Associates
New York
-$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
51
Phillips Financial Management
Indiana
$816K – – –
OWA
52
Outlook Wealth Advisors
Texas
$782K +$272K +5,976 +53%
VA
53
Valmark Advisers
Ohio
$771K -$25.8K -567 -3%
Stifel Financial
54
Stifel Financial
Missouri
$728K +$492K +10,819 +209%
Osaic Holdings
55
Osaic Holdings
Arizona
$723K -$2.82M -62,083 -80%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$690K +$110K +2,418 +19%
LIM
57
Leavell Investment Management
Alabama
$687K +$125K +2,752 +22%
SS
58
Sunbelt Securities
Texas
$679K -$31.8K -700 -4%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$675K -$15.8K -348 -2%
S
60
Sachetta
Massachusetts
$660K +$4.87K +107 +0.7%
CAG
61
Csenge Advisory Group
Florida
$618K -$32.6K -780 -5%
Comerica Bank
62
Comerica Bank
Texas
$609K -$341K -7,501 -36%
XF
63
XML Financial
Maryland
$550K -$20.8K -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 -$600K -15,252 -58%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$440K -$6.82K -150 -2%
AG
69
Ascent Group
Virginia
$440K -$115K -2,533 -21%
PA
70
PFG Advisors
Arizona
$436K +$8K +176 +2%
IFA
71
Interactive Financial Advisors
Illinois
$429K -$17.8K -391 -4%
MA
72
Mezzasalma Advisors
New Jersey
$402K +$2.14K +47 +0.5%
AAS
73
Ameritas Advisory Services
Nebraska
$395K +$16.9K +377 +4%
UCFA
74
United Capital Financial Advisors
Texas
$341K – – –
Citigroup
75
Citigroup
New York
$334K +$85.6K +1,882 +34%
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