IGE icon

iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $336M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
44
Reduced
51
Closed
18
Calls
$61K
Puts
$94K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.8M
2
S
2
Sachetta
Massachusetts
$5.34M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.33M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.51M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.3M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
QAM
5
Q3 Asset Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
76
Sweet Financial Partners
Minnesota
$360K 8,834 +1,000 +13%
RJA
77
Raymond James & Associates
Florida
$336K 8,240 -890 -10%
DBIA
78
Dumont & Blake Investment Advisors
New Jersey
$333K 8,186 -3,528 -30%
HighTower Advisors
79
HighTower Advisors
Illinois
$332K 8,169 +369 +5%
UCFA
80
United Capital Financial Advisors
Texas
$305K 7,500 – –
CI
81
CX Institutional
Indiana
$297K 7,284 -9,237 -56%
FIB
82
First Interstate Bank
Montana
$293K 7,184 -450 -6%
MFIM
83
Mesirow Financial Investment Management
Illinois
$287K 7,051 +7,051 New
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$281K 6,890 +6,890 New
BFA
85
Beacon Financial Advisory
Ohio
$275K 6,753 -432 -6%
NA
86
NewEdge Advisors
Louisiana
$273K 6,710 -386 -5%
SWP
87
Stratos Wealth Partners
Ohio
$256K 6,275 +2 +0%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$255K 6,274 +114 +2%
AR
89
Apeiron RIA
Texas
$228K 5,602 -2,996 -35%
PFS
90
Prospera Financial Services
Texas
$219K 5,368 -323 -6%
RFC
91
Regions Financial Corp
Alabama
$212K 5,200 – –
FWMM
92
Foundation Wealth Management (Missouri)
Missouri
$204K 5,006 +5,006 New
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$168K 4,133 -56 -1%
TF
94
Tompkins Financial
New York
$163K 4,000 – –
GRP
95
Global Retirement Partners
California
$146K 3,721 +26 +0.7%
TRCT
96
Tower Research Capital (TRC)
New York
$138K 3,384 -6,341 -65%
AWM
97
Avior Wealth Management
Nebraska
$116K 2,853 -1,173 -29%
US Bancorp
98
US Bancorp
Minnesota
$89.7K 2,203 -4,867 -69%
CFGS
99
Concourse Financial Group Securities
Alabama
$62.1K 1,524 +76 +5%
William Blair & Company
100
William Blair & Company
Illinois
$47.7K 1,171 -39 -3%
2 3
4
5 6