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iShares North American Natural Resources ETF

162 hedge funds and large institutions have $488M invested in iShares North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $61K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

33% more capital invested

Capital invested by funds: $366M → $488M (+$122M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147162 (+15)

5.91% more ownership

Funds ownership: 48.06%53.97% (+5.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
63
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
76
Jennison Associates
New York
$558K +$20.6K +507 +4%
CWA
77
Capital Wealth Alliance
Arizona
$547K -$25.4K -625 -4%
VA
78
Valmark Advisers
Ohio
$524K -$34.8K -858 -6%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$520K +$12.8K +315 +3%
DBIA
80
Dumont & Blake Investment Advisors
New Jersey
$504K +$7.11K +175 +1%
CAS
81
Coppell Advisory Solutions
Texas
$496K +$495K +12,191 New
CASC
82
Coppell Advisory Solutions Corp
Texas
$496K +$495K +12,191 New
GA
83
GFS Advisors
Texas
$451K -$771 -19 -0.2%
Comerica Bank
84
Comerica Bank
Texas
$444K +$115K +2,842 +37%
SFP
85
Sweet Financial Partners
Minnesota
$441K
IFG
86
Independent Financial Group
California
$431K +$11K +271 +3%
Citadel Advisors
87
Citadel Advisors
Florida
$401K -$978K -24,075 -71%
CG
88
Cutler Group
California
$381K +$381K +9,375 New
HF
89
HRT Financial
New York
$333K -$2.47M -60,801 -88%
BFA
90
Beacon Financial Advisory
Ohio
$317K -$40.8K -1,005 -11%
PA
91
PFG Advisors
Arizona
$309K +$5.85K +144 +2%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$305K +$305K +7,502 New
NA
93
NewEdge Advisors
Louisiana
$302K +$38.5K +947 +13%
SWP
94
Stratos Wealth Partners
Ohio
$298K +$22.2K +547 +8%
FIB
95
First Interstate Bank
Montana
$288K -$23.9K -588 -8%
ACM
96
Avalon Capital Management
California
$284K +$284K +6,994 New
LIM
97
Leavell Investment Management
Alabama
$283K +$283K +6,961 New
MHS
98
M Holdings Securities
Oregon
$260K -$7.71K -190 -3%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$258K -$3.74K -92 -1%
WHCI
100
W.H. Cornerstone Investments
Massachusetts
$233K +$1.87K +46 +0.8%

IGE Hedge Fund Activity: Q4 2022 in Review

162 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2022, worth a combined $488M — up 33% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGE positions and 14 closed out — a net gain of 20 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $11M. The largest seller was HRT Financial, cutting an estimated $2.47M.

  • 162 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $488M of iShares North American Natural Resources ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 34 funds opened new iShares North American Natural Resources ETF positions in Q4 2022 and 14 closed out, a net change of +20 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $11M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2022 was HRT Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2022.