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iShares North American Natural Resources ETF

154 hedge funds and large institutions have $359M invested in iShares North American Natural Resources ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $336M → $359M (+$23.1M)

5% more funds holding

Funds holding: 146154 (+8)

1.7% more ownership

Funds ownership: 53.98%55.67% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
60
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
76
Westside Investment Management
California
$428K +$9.8K +200 +2%
Creative Planning
77
Creative Planning
Kansas
$419K
BCI
78
Brinker Capital Investments
Pennsylvania
$406K -$1.91K -39 -0.5%
UCFA
79
United Capital Financial Advisors
Texas
$390K +$13.2K +270 +4%
WA
80
Waystone Advisors
Washington
$390K +$380K +7,759 New
GWM
81
Geneos Wealth Management
Colorado
$388K -$33.9K -692 -8%
AG
82
Ascent Group
Virginia
$370K -$42.4K -865 -11%
PA
83
PFG Advisors
Arizona
$367K -$94.5K -1,927 -21%
GAM
84
Gotham Asset Management
New York
$366K +$14.1K +288 +4%
IFA
85
Interactive Financial Advisors
Illinois
$363K -$78.6K -1,604 -18%
FIB
86
First Interstate Bank
Montana
$337K
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$335K +$2.3K +47 +0.7%
Citigroup
88
Citigroup
New York
$323K -$45.1K -919 -12%
CI
89
CX Institutional
Indiana
$320K +$1.52K +31 +0.5%
MFIM
90
Mesirow Financial Investment Management
Illinois
$311K -$37.4K -762 -11%
RFC
91
Regions Financial Corp
Alabama
$311K
RCAG
92
Rehmann Capital Advisory Group
Michigan
$295K +$343 +7 +0.1%
SA
93
Sanctuary Advisors
Indiana
$294K +$287K +5,850 New
HIM
94
Hanlon Investment Management
New Jersey
$284K +$36.2K +739 +15%
KF
95
KKM Financial
Illinois
$283K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$281K +$21.1K +431 +8%
BWMG
97
Barnes Wealth Management Group
California
$276K +$11.8K +241 +5%
MWM
98
Meridian Wealth Management
Kentucky
$271K
WCM
99
Wealthcare Capital Management
Virginia
$258K +$252K +5,132 New
HAS
100
HBW Advisory Services
California
$255K +$249K +5,070 New