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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

142 hedge funds and large institutions have $297M invested in iShares North American Natural Resources ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
43
Reduced
55
Closed
18
Calls
$862K
Puts
$12K
Net Calls
+$850K
Net Calls Change
+$638K

Top Buyers

1
Jane Street
Jane Street
New York
+$4.39M
2
TSS
Two Sigma Securities
New York
+$733K
3
CI
CX Institutional
Indiana
+$718K
4
Goldman Sachs
Goldman Sachs
New York
+$568K
5
TFF
The Family Firm
Maryland
+$292K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.1M
2
Bank of America
Bank of America
North Carolina
-$23.9M
3
MWM
MinichMacGregor Wealth Management
New York
-$19M
4
Wells Fargo
Wells Fargo
California
-$15.4M
5
MML Investors Services
MML Investors Services
Massachusetts
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$343K -$177K -4,568 -34%
RJA
77
Raymond James & Associates
Florida
$337K -$587K -15,128 -64%
AR
78
Apeiron RIA
Texas
$334K -$260K -6,696 -44%
Jennison Associates
79
Jennison Associates
New York
$307K -$643K -16,575 -68%
SFP
80
Sweet Financial Partners
Minnesota
$304K – – –
UCFA
81
United Capital Financial Advisors
Texas
$291K +$291K +7,500 New
BFA
82
Beacon Financial Advisory
Ohio
$291K +$582 +15 +0.2%
HighTower Advisors
83
HighTower Advisors
Illinois
$290K -$773K -19,879 -73%
FIB
84
First Interstate Bank
Montana
$279K – – –
NA
85
NewEdge Advisors
Louisiana
$275K -$3.96K -102 -1%
Renaissance Technologies
86
Renaissance Technologies
New York
$248K +$248K +6,400 New
RCAG
87
Rehmann Capital Advisory Group
Michigan
$247K +$4.23K +109 +2%
SWP
88
Stratos Wealth Partners
Ohio
$244K -$7.61K -196 -3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$238K +$238K +6,133 New
PFS
90
Prospera Financial Services
Texas
$216K – – –
WHCI
91
W.H. Cornerstone Investments
Massachusetts
$216K +$1.28K +33 +0.6%
BFS
92
Bard Financial Services
Connecticut
$204K – – –
RFC
93
Regions Financial Corp
Alabama
$202K – – –
TF
94
Tompkins Financial
New York
$186K – – –
AWM
95
Avior Wealth Management
Nebraska
$165K -$854 -22 -0.5%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K -$1.55K -40 -0.9%
GRP
97
Global Retirement Partners
California
$142K -$13.6K -350 -9%
PTC
98
Private Trust Company
Ohio
$101K – – –
William Blair & Company
99
William Blair & Company
Illinois
$47.4K +$194 +5 +0.4%
LFA
100
LGT Financial Advisors
Texas
$44.8K +$44.8K +1,153 New
2 3
4
5 6