We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

147 hedge funds and large institutions have $366M invested in iShares North American Natural Resources ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,657% more call options, than puts

Call options by funds: $789K | Put options by funds: $21K

2.82% less ownership

Funds ownership: 50.87%48.06% (-2.8%)

4% less funds holding

Funds holding: 153147 (-6)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

20% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 55

21% less capital invested

Capital invested by funds: $462M → $366M (-$95.9M)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

Holders
147
Holders Change
-6
Holders Change %
-3.92%
% of All Funds
2.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
44
Reduced
55
Closed
23
Calls
$789K
Puts
$21K
Net Calls
+$768K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
76
Dumont & Blake Investment Advisors
New Jersey
$425K
GA
77
GFS Advisors
Texas
$386K
SFP
78
Sweet Financial Partners
Minnesota
$376K
GWM
79
Geneos Wealth Management
Colorado
$376K +$383K +10,293 +1,906%
IFG
80
Independent Financial Group
California
$359K -$104K -2,791 -21%
SI
81
Stephens Inc
Arkansas
$355K -$4.98M -133,900 -93%
Comerica Bank
82
Comerica Bank
Texas
$307K
BFA
83
Beacon Financial Advisory
Ohio
$306K -$24.3K -653 -7%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$291K +$18.9K +507 +6%
FIB
85
First Interstate Bank
Montana
$266K +$285K +7,654 New
NA
86
NewEdge Advisors
Louisiana
$263K -$1.53M -41,025 -84%
PA
87
PFG Advisors
Arizona
$259K +$277K +7,444 New
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$245K -$1.19K -32 -0.5%
SWP
89
Stratos Wealth Partners
Ohio
$236K +$37.4K +1,005 +17%
MHS
90
M Holdings Securities
Oregon
$229K -$46.4K -1,247 -16%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$224K +$3.09K +83 +1%
SW
92
SVB Wealth
Massachusetts
$212K
WHCI
93
W.H. Cornerstone Investments
Massachusetts
$203K +$202K +5,437 New
AWM
94
Avior Wealth Management
Nebraska
$200K -$1.56K -42 -0.7%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$198K +$24.3K +652 +13%
GRP
96
Global Retirement Partners
California
$196K -$11.5K -310 -6%
TF
97
Tompkins Financial
New York
$167K
Simplex Trading
98
Simplex Trading
Illinois
$161K +$122K +3,276 +241%
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$146K +$558 +15 +0.4%
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$145K -$1.08M -29,041 -87%

IGE Hedge Fund Activity: Q3 2022 in Review

147 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2022, worth a combined $366M — down 21% from $462M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IGE and 17 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 44 added.

The largest buyer was MML Investors Services, adding an estimated $4.23M. The largest seller was Bank of America, cutting an estimated $28.5M.

  • 147 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2022, down from 153 in Q2 2022.
  • Funds reported $366M of iShares North American Natural Resources ETF stock for Q3 2022, down 21% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q3 2022 and 23 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2022 was MML Investors Services, an estimated $4.23M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2022 was Bank of America, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2022.