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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

152 hedge funds and large institutions have $462M invested in iShares North American Natural Resources ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+13
Holders Change %
+9.35%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
26
Increased
50
Reduced
50
Closed
13
Calls
$6K
Puts
$716K
Net Calls
-$710K
Net Calls Change
+$16.8M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$32.5M
2
Bank of America
2
Bank of America
North Carolina
$99.6M
3
ODFS
3
O'Donnell Financial Services
California
$6.72M
4
CCA
4
Cadent Capital Advisors
Oklahoma
$11.6M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$12.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
MWM
2
MinichMacGregor Wealth Management
New York
$14.2M
3
EWM
3
Executive Wealth Management
Michigan
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.52M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
101
SVB Wealth
Massachusetts
$219K +$219K +6,096 New
AWM
102
Avior Wealth Management
Nebraska
$209K -$7.77K -216 -4%
SWP
103
Stratos Wealth Partners
Ohio
$208K -$20K -554 -9%
FHC
104
First Heartland Consultants
Missouri
$200K +$200K +5,567 New
PFS
105
Prospera Financial Services
Texas
$189K – – –
GRP
106
Global Retirement Partners
California
$182K +$898 +25 +0.5%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$182K +$180K +5,001 +7,938%
TF
108
Tompkins Financial
New York
$173K – – –
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K +$432 +12 +0.3%
FMII
110
Farmers & Merchants Investments Inc
Nebraska
$107K +$107K +2,969 New
S
111
Surevest
California
$56K +$217 +6 +0.4%
Simplex Trading
112
Simplex Trading
Illinois
$48K +$48K +1,360 New
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$47K – – –
William Blair & Company
114
William Blair & Company
Illinois
$43K +$32.8K +913 +323%
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$33K -$84.6K -2,394 -72%
SPWG
116
Sage Private Wealth Group
Illinois
$31K +$181 +5 +0.6%
LF
117
Lee Financial
Texas
$30K – – –
HCP
118
Hexagon Capital Partners
Arkansas
$28K +$28K +783 New
CFD
119
Creative Financial Designs
Indiana
$27K -$1.81K -50 -6%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
SWM
121
Spire Wealth Management
Virginia
$23K – – –
CA
122
CoreCap Advisors
Michigan
$23K +$23K +625 New
RA
123
Rise Advisors
New York
$22K +$108 +3 +0.5%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$20K – – –
GWM
125
Geneos Wealth Management
Colorado
$19K – – –
3 4
5
6 7