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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

142 hedge funds and large institutions have $331M invested in iShares North American Natural Resources ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
48
Reduced
40
Closed
13
Calls
$47K
Puts
$43K
Net Calls
+$4K
Net Calls Change
-$5K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$51.6M
2
CNC
2
Citizens & Northern Corp
Pennsylvania
$18.7M
3
LPL Financial
3
LPL Financial
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$15.3M

Top Sellers

1
AFG
1
Arkansas Financial Group
Arkansas
$1.37M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.81M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$545K
4
ARC
4
Advisor Resource Council
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFIM
76
Mesirow Financial Investment Management
Illinois
$301K 7,051 – –
BCM
77
Beaumont Capital Management
Massachusetts
$279K 6,532 +6,532 New
DFA
78
DHK Financial Advisors
New Hampshire
$277K 6,490 +42 +0.7%
SWP
79
Stratos Wealth Partners
Ohio
$268K 6,263 -197 -3%
Citigroup
80
Citigroup
New York
$234K 5,468 -1,547 -22%
MWM
81
Meridian Wealth Management
Kentucky
$231K 5,400 +5,400 New
SWP
82
Sagespring Wealth Partners
Tennessee
$230K 5,390 +5,390 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$223K 5,222 +558 +12%
RFC
84
Regions Financial Corp
Alabama
$222K 5,200 – –
Stifel Financial
85
Stifel Financial
Missouri
$222K 5,184 -149 -3%
FTS
86
Fifth Third Securities
Ohio
$221K 5,175 -35 -0.7%
FWMM
87
Foundation Wealth Management (Missouri)
Missouri
$219K 5,131 +125 +2%
KNW
88
Kesler Norman & Wride
Utah
$215K 5,041 -49 -1%
BFA
89
Beacon Financial Advisory
Ohio
$214K 5,005 -755 -13%
PFS
90
Prospera Financial Services
Texas
$211K 4,928 -55 -1%
IP
91
Ignite Planners
California
$210K 4,831 +4,831 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$203K 4,757 +6 +0.1%
CAS
93
Coppell Advisory Solutions
Texas
$197K 4,647 -3,340 -42%
GRP
94
Global Retirement Partners
California
$189K 4,428 +1,494 +51%
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K 3,044 -159 -5%
OA
96
Operose Advisors
Wisconsin
$128K 3,000 – –
US Bancorp
97
US Bancorp
Minnesota
$80.3K 1,880 +3 +0.2%
CFGS
98
Concourse Financial Group Securities
Alabama
$72.5K 1,589 +65 +4%
AWM
99
Avior Wealth Management
Nebraska
$72.1K 1,687 – –
William Blair & Company
100
William Blair & Company
Illinois
$66.7K 1,560 +4 +0.3%
2 3
4
5 6