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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $286M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
56
Closed
15
Calls
$445K
Puts
$364K
Net Calls
+$81K
Net Calls Change
+$114K

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$6.33M
2
OFW
2
Omnia Family Wealth
Florida
$4.47M
3
ACM
3
Avalon Capital Management
California
$3.56M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.58M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Bank of America
2
Bank of America
North Carolina
$31.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.97M
4
TF
4
Theory Financial
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWC
76
Spectrum Wealth Counsel
Indiana
$450K – – –
AAS
77
Ameritas Advisory Services
Nebraska
$448K +$11.6K +259 +3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$447K +$15.7K +350 +4%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$445K +$45 +1 +0%
Jane Street
80
Jane Street
New York
$418K +$418K +9,297 New
PA
81
PFG Advisors
Arizona
$412K -$3.46K -77 -0.8%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$410K +$270 +6 +0.1%
LCM
83
Lunt Capital Management
Utah
$398K +$398K +8,844 New
SFP
84
Sweet Financial Partners
Minnesota
$397K – – –
KF
85
KKM Financial
Illinois
$366K -$67.5K -1,500 -16%
HighTower Advisors
86
HighTower Advisors
Illinois
$358K -$8.8K -196 -2%
RJA
87
Raymond James & Associates
Florida
$338K -$32.7K -726 -9%
UCFA
88
United Capital Financial Advisors
Texas
$337K – – –
FIB
89
First Interstate Bank
Montana
$323K – – –
MFIM
90
Mesirow Financial Investment Management
Illinois
$317K – – –
CI
91
CX Institutional
Indiana
$311K -$16.2K -361 -5%
SWP
92
Stratos Wealth Partners
Ohio
$282K – – –
BFA
93
Beacon Financial Advisory
Ohio
$266K -$38.1K -846 -13%
MTC
94
McDaniel Terry & Co
Texas
$263K +$263K +5,853 New
TRCT
95
Tower Research Capital (TRC)
New York
$257K +$104K +2,319 +69%
AR
96
Apeiron RIA
Texas
$252K – – –
PFS
97
Prospera Financial Services
Texas
$235K -$6.61K -147 -3%
RFC
98
Regions Financial Corp
Alabama
$234K – – –
FWMM
99
Foundation Wealth Management (Missouri)
Missouri
$225K – – –
RCAG
100
Rehmann Capital Advisory Group
Michigan
$213K -$69.1K -1,535 -24%
2 3
4
5 6