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iShares North American Natural Resources ETF
IGE

147 hedge funds and large institutions have $345M invested in iShares North American Natural Resources ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 142 → 147 (+5)

4% more capital invested

Capital invested by funds: $331M → $345M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.96% less ownership

Funds ownership: 55.09% → 54.13% (-0.96%)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$6.62M
2
CNC
Citizens & Northern Corp
Pennsylvania
+$2.73M
3
CG
Caprock Group
Idaho
+$1.89M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.58M
5
ARC
Advisor Resource Council
Texas
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
TFF
The Family Firm
Maryland
-$8.31M
2
AssetMark Inc
AssetMark Inc
California
-$5.46M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.77M
4
Goldman Sachs
Goldman Sachs
New York
-$2.74M
5
Jennison Associates
Jennison Associates
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$323K +$316K +7,096 New
FIB
77
First Interstate Bank
Montana
$322K – – –
MFIM
78
Mesirow Financial Investment Management
Illinois
$321K – – –
Creative Planning
79
Creative Planning
Kansas
$308K +$302K +6,767 New
DFA
80
DHK Financial Advisors
New Hampshire
$297K +$1.56K +35 +0.5%
BCM
81
Beaumont Capital Management
Massachusetts
$286K -$10.5K -235 -4%
SWP
82
Stratos Wealth Partners
Ohio
$285K +$45 +1 +0%
RFC
83
Regions Financial Corp
Alabama
$281K +$44.1K +989 +19%
BB
84
Busey Bank
Illinois
$263K +$257K +5,774 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$259K +$21K +470 +9%
KF
86
KKM Financial
Illinois
$256K -$112K -2,501 -31%
MWM
87
Meridian Wealth Management
Kentucky
$246K – – –
SWP
88
Sagespring Wealth Partners
Tennessee
$245K +$223 +5 +0.1%
FWMM
89
Foundation Wealth Management (Missouri)
Missouri
$238K +$5.08K +114 +2%
PRS
90
Pinkerton Retirement Specialists
Idaho
$236K +$231K +5,189 New
IP
91
Ignite Planners
California
$223K +$23.3K +522 +11%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$217K +$223 +5 +0.1%
BWMG
93
Barnes Wealth Management Group
California
$214K +$210K +4,699 New
BFA
94
Beacon Financial Advisory
Ohio
$206K -$20.7K -464 -9%
SPC
95
Sigma Planning Corp
Michigan
$203K +$199K +4,470 New
FFS
96
Founders Financial Securities
Maryland
$202K +$212K +4,747 New
LWANC
97
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$45 +1 +0%
OA
98
Operose Advisors
Wisconsin
$136K – – –
SHIM
99
Stone House Investment Management
Pennsylvania
$129K +$126K +2,827 New
US Bancorp
100
US Bancorp
Minnesota
$87.1K +$1.6K +36 +2%
2 3
4
5 6

IGE Hedge Fund Activity: Q1 2025 in Review

147 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2025, worth a combined $345M — up 4.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 11 closed out — a net gain of 6 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.62M. The largest seller was The Family Firm, cutting an estimated $8.31M.

  • 147 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2025, up from 142 in Q4 2024.
  • Funds reported $345M of iShares North American Natural Resources ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q1 2025 and 11 closed out, a net change of +6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $6.62M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2025 was The Family Firm, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.