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iShares North American Natural Resources ETF
IGE

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

33% more capital invested

Capital invested by funds: $248M → $331M (+$82.6M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

7% more funds holding

Funds holding: 133 → 142 (+9)

9% more call options, than puts

Call options by funds: $47K | Put options by funds: $43K

3.29% less ownership

Funds ownership: 58.38% → 55.09% (-3.3%)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
1.87%
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
AssetMark Inc
California
+$54.6M
2
CNC
Citizens & Northern Corp
Pennsylvania
+$19.8M
3
LPL Financial
LPL Financial
California
+$12.4M
4
Morgan Stanley
Morgan Stanley
New York
+$4.76M
5
Goldman Sachs
Goldman Sachs
New York
+$3.55M

Top Sellers

1
AFG
Arkansas Financial Group
Arkansas
-$38.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.77M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.41M
4
ARC
Advisor Resource Council
Texas
-$1.78M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
76
Mesirow Financial Investment Management
Illinois
$301K – – –
BCM
77
Beaumont Capital Management
Massachusetts
$279K +$295K +6,532 New
DFA
78
DHK Financial Advisors
New Hampshire
$277K +$1.9K +42 +0.7%
SWP
79
Stratos Wealth Partners
Ohio
$268K -$8.91K -197 -3%
Citigroup
80
Citigroup
New York
$234K -$70K -1,547 -22%
MWM
81
Meridian Wealth Management
Kentucky
$231K +$244K +5,400 New
SWP
82
Sagespring Wealth Partners
Tennessee
$230K +$244K +5,390 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$223K +$25.2K +558 +12%
RFC
84
Regions Financial Corp
Alabama
$222K – – –
Stifel Financial
85
Stifel Financial
Missouri
$222K -$6.74K -149 -3%
FTS
86
Fifth Third Securities
Ohio
$221K -$1.58K -35 -0.7%
FWMM
87
Foundation Wealth Management (Missouri)
Missouri
$219K +$5.66K +125 +2%
KNW
88
Kesler Norman & Wride
Utah
$215K -$2.22K -49 -1%
BFA
89
Beacon Financial Advisory
Ohio
$214K -$34.2K -755 -13%
PFS
90
Prospera Financial Services
Texas
$211K -$2.49K -55 -1%
IP
91
Ignite Planners
California
$210K +$219K +4,831 New
RCAG
92
Rehmann Capital Advisory Group
Michigan
$203K +$271 +6 +0.1%
CAS
93
Coppell Advisory Solutions
Texas
$197K -$151K -3,340 -42%
GRP
94
Global Retirement Partners
California
$189K +$67.6K +1,494 +51%
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K -$7.19K -159 -5%
OA
96
Operose Advisors
Wisconsin
$128K – – –
US Bancorp
97
US Bancorp
Minnesota
$80.3K +$136 +3 +0.2%
CFGS
98
Concourse Financial Group Securities
Alabama
$72.5K +$2.94K +65 +4%
AWM
99
Avior Wealth Management
Nebraska
$72.1K – – –
William Blair & Company
100
William Blair & Company
Illinois
$66.7K +$181 +4 +0.3%
2 3
4
5 6

IGE Hedge Fund Activity: Q4 2024 in Review

142 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2024, worth a combined $331M — up 33% from $248M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGE positions and 13 closed out — a net gain of 12 holders — while 48 added to existing stakes and 40 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $54.6M. The largest seller was Arkansas Financial Group, cutting an estimated $38.7M.

  • 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2024, up from 133 in Q3 2024.
  • Funds reported $331M of iShares North American Natural Resources ETF stock for Q4 2024, up 33% quarter-over-quarter.
  • 25 funds opened new iShares North American Natural Resources ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2024 was AssetMark Inc, an estimated $54.6M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2024 was Arkansas Financial Group, an estimated $38.7M sold.

Based on aggregated 13F filings for Q4 2024.