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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $262M invested in iShares North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 51.55%51.02% (-0.53%)

6% less funds holding

Funds holding: 142134 (-8)

10% less capital invested

Capital invested by funds: $290M → $262M (-$28.2M)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $202K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
42
Reduced
53
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$330K
OWA
77
Outlook Wealth Advisors
Texas
$330K +$69.7K +1,552 +15%
FIB
78
First Interstate Bank
Montana
$314K -$2.06K -46 -0.6%
MFIM
79
Mesirow Financial Investment Management
Illinois
$310K
Citigroup
80
Citigroup
New York
$297K -$1.38M -30,804 -82%
CI
81
CX Institutional
Indiana
$296K -$8.98K -200 -3%
SWP
82
Stratos Wealth Partners
Ohio
$282K +$5.75K +128 +2%
DFA
83
DHK Financial Advisors
New Hampshire
$282K -$472K -10,516 -62%
RJA
84
Raymond James & Associates
Florida
$279K -$52.6K -1,171 -16%
BFA
85
Beacon Financial Advisory
Ohio
$253K -$7.41K -165 -3%
AR
86
Apeiron RIA
Texas
$246K
Stifel Financial
87
Stifel Financial
Missouri
$234K -$588K -13,103 -71%
PFS
88
Prospera Financial Services
Texas
$230K
RFC
89
Regions Financial Corp
Alabama
$229K
HF
90
HRT Financial
New York
$221K +$226K +5,038 New
FWMM
91
Foundation Wealth Management (Missouri)
Missouri
$220K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$217K +$87.4K +1,947 +65%
RCAG
93
Rehmann Capital Advisory Group
Michigan
$209K +$269 +6 +0.1%
FFS
94
Founders Financial Securities
Maryland
$206K
TF
95
Tompkins Financial
New York
$176K
GRP
96
Global Retirement Partners
California
$154K -$10.6K -237 -6%
LWANC
97
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K -$29.7K -661 -17%
US Bancorp
98
US Bancorp
Minnesota
$83.8K -$6.1K -136 -7%
AWM
99
Avior Wealth Management
Nebraska
$81.2K -$25.7K -572 -24%
William Blair & Company
100
William Blair & Company
Illinois
$68.3K +$29.8K +664 +75%

IGE Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2024, worth a combined $262M — down 9.7% from $290M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGE and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was The Family Firm, adding an estimated $9.58M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $6.33M sold.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $262M of iShares North American Natural Resources ETF stock for Q2 2024, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q2 2024 and 14 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2024 was The Family Firm, an estimated $9.58M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2024 was Executive Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2024.