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iShares North American Natural Resources ETF

133 hedge funds and large institutions have $248M invested in iShares North American Natural Resources ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

7.36% more ownership

Funds ownership: 51.02%58.38% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 134133 (-1)

5% less capital invested

Capital invested by funds: $262M → $248M (-$13.8M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
50
Closed
10
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$254K +$793 +18 +0.3%
RJA
77
Raymond James & Associates
Florida
$249K -$30.9K -701 -11%
AAS
78
Ameritas Advisory Services
Nebraska
$245K -$132K -3,000 -35%
Stifel Financial
79
Stifel Financial
Missouri
$235K +$1.1K +25 +0.5%
FTS
80
Fifth Third Securities
Ohio
$230K -$180K -4,084 -44%
RFC
81
Regions Financial Corp
Alabama
$229K
KNW
82
Kesler Norman & Wride
Utah
$224K -$216K -4,899 -49%
GS
83
GTS Securities
New York
$224K +$224K +5,082 New
FWMM
84
Foundation Wealth Management (Missouri)
Missouri
$221K
PFS
85
Prospera Financial Services
Texas
$220K -$10.5K -238 -5%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$209K +$264 +6 +0.1%
FFS
87
Founders Financial Securities
Maryland
$206K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$206K -$11.7K -266 -5%
KPWS
89
Kestra Private Wealth Services
Texas
$202K +$202K +4,583 New
TF
90
Tompkins Financial
New York
$176K
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K +$88 +2 +0.1%
OA
92
Operose Advisors
Wisconsin
$132K +$132K +3,000 New
GRP
93
Global Retirement Partners
California
$129K -$25.1K -569 -16%
US Bancorp
94
US Bancorp
Minnesota
$82.7K -$1.23K -28 -1%
AWM
95
Avior Wealth Management
Nebraska
$74.4K -$6.96K -158 -9%
William Blair & Company
96
William Blair & Company
Illinois
$68.6K +$176 +4 +0.3%
CFGS
97
Concourse Financial Group Securities
Alabama
$67.2K
ACA
98
Aptus Capital Advisors
Alabama
$63.9K -$1.72K -39 -3%
PA
99
Parallel Advisors
California
$44.5K +$88 +2 +0.2%
NP
100
NorthRock Partners
Minnesota
$44.1K

IGE Hedge Fund Activity: Q3 2024 in Review

133 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2024, worth a combined $248M — down 5.3% from $262M a quarter earlier.

Fund positioning in IGE was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 40 added to existing stakes and 50 trimmed.

The largest buyer was Arkansas Financial Group, opening a new position worth an estimated $39.1M. The largest seller was Omnia Family Wealth, exiting entirely with an estimated $4.49M sold.

  • 133 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $248M of iShares North American Natural Resources ETF stock for Q3 2024, down 5.3% quarter-over-quarter.
  • 10 funds opened new iShares North American Natural Resources ETF positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2024 was Arkansas Financial Group, an estimated $39.1M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2024 was Omnia Family Wealth, an estimated $4.49M sold.

Based on aggregated 13F filings for Q3 2024.