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iShares North American Natural Resources ETF

140 hedge funds and large institutions have $328M invested in iShares North American Natural Resources ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0.11% more ownership

Funds ownership: 54.13%54.24% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 147140 (-7)

5% less capital invested

Capital invested by funds: $345M → $328M (-$17.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$334K +$33.1K +773 +11%
UCFA
77
United Capital Financial Advisors
Texas
$332K
Citigroup
78
Citigroup
New York
$331K +$5.66K +132 +2%
MFIM
79
Mesirow Financial Investment Management
Illinois
$308K -$3.43K -80 -1%
Stifel Financial
80
Stifel Financial
Missouri
$298K -$397K -9,267 -58%
FIB
81
First Interstate Bank
Montana
$297K -$16.1K -375 -5%
DFA
82
DHK Financial Advisors
New Hampshire
$290K +$1.63K +38 +0.6%
CI
83
CX Institutional
Indiana
$283K +$237K +5,523 +638%
QC
84
Quadrature Capital
United Kingdom
$281K +$272K +6,349 New
RFC
85
Regions Financial Corp
Alabama
$274K
KF
86
KKM Financial
Illinois
$249K
MWM
87
Meridian Wealth Management
Kentucky
$239K
SWP
88
Sagespring Wealth Partners
Tennessee
$236K -$2.23K -52 -1%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$231K -$19.8K -461 -8%
IP
90
Ignite Planners
California
$223K -$16.2K -379 -7%
BWMG
91
Barnes Wealth Management Group
California
$215K +$6.86K +160 +3%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$211K +$214 +5 +0.1%
BFA
93
Beacon Financial Advisory
Ohio
$205K +$4.07K +95 +2%
IFG
94
Independent Financial Group
California
$205K +$198K +4,628 New
GRP
95
Global Retirement Partners
California
$196K +$190K +4,440 New
OA
96
Operose Advisors
Wisconsin
$133K
US Bancorp
97
US Bancorp
Minnesota
$84.9K +$129 +3 +0.2%
AF
98
Allworth Financial
California
$68.1K +$15.8K +369 +32%
ACA
99
Aptus Capital Advisors
Alabama
$64.2K
William Blair & Company
100
William Blair & Company
Illinois
$57.9K +$4.03K +94 +8%

IGE Hedge Fund Activity: Q2 2025 in Review

140 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2025, worth a combined $328M — down 5.1% from $345M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 13 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was Osaic Holdings, adding an estimated $9.63M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $5.88M.

  • 140 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2025, down from 147 in Q1 2025.
  • Funds reported $328M of iShares North American Natural Resources ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2025 was Osaic Holdings, an estimated $9.63M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2025 was Steward Partners Investment Advisory, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2025.