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iShares North American Natural Resources ETF

133 hedge funds and large institutions have $259M 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, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
1.93%
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
52
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
76
Outlook Wealth Advisors
Texas
$330K +$43K +1,552 +15%
FIB
77
First Interstate Bank
Montana
$314K -$2.02K -46 -0.6%
MFIM
78
Mesirow Financial Investment Management
Illinois
$310K
Citigroup
79
Citigroup
New York
$297K -$1.36M -30,804 -82%
CI
80
CX Institutional
Indiana
$296K -$8.8K -200 -3%
SWP
81
Stratos Wealth Partners
Ohio
$282K +$5.63K +128 +2%
DFA
82
DHK Financial Advisors
New Hampshire
$282K -$463K -10,516 -62%
RJA
83
Raymond James & Associates
Florida
$279K -$51.5K -1,171 -16%
BFA
84
Beacon Financial Advisory
Ohio
$253K -$7.26K -165 -3%
AR
85
Apeiron RIA
Texas
$246K
Stifel Financial
86
Stifel Financial
Missouri
$234K -$577K -13,103 -71%
PFS
87
Prospera Financial Services
Texas
$230K
RFC
88
Regions Financial Corp
Alabama
$229K
HF
89
HRT Financial
New York
$221K +$221K +5,038 New
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
$220K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$217K +$85.7K +1,947 +65%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$209K +$264 +6 +0.1%
FFS
93
Founders Financial Securities
Maryland
$206K
TF
94
Tompkins Financial
New York
$176K
GRP
95
Global Retirement Partners
California
$154K -$10.4K -237 -6%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K -$29.1K -661 -17%
US Bancorp
97
US Bancorp
Minnesota
$83.8K -$5.99K -136 -7%
AWM
98
Avior Wealth Management
Nebraska
$81.2K -$25.2K -572 -24%
William Blair & Company
99
William Blair & Company
Illinois
$68.3K +$29.2K +664 +75%
CFGS
100
Concourse Financial Group Securities
Alabama
$67.1K