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iShares North American Natural Resources ETF

153 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, 51 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 140153 (+13)

2% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 50

0.27% less ownership

Funds ownership: 51.14%50.87% (-0.27%)

4% less capital invested

Capital invested by funds: $481M → $462M (-$18.9M)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $716K

Holders
153
Holders Change
+13
Holders Change %
+9.29%
% of All Funds
2.58%
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
51
Reduced
50
Closed
13
Calls
$6K
Puts
$716K
Net Calls
-$710K
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
101
Goodman Advisory Group
Massachusetts
$219K +$247K +6,079 New
SW
102
SVB Wealth
Massachusetts
$219K +$247K +6,096 New
AWM
103
Avior Wealth Management
Nebraska
$209K -$8.77K -216 -4%
SWP
104
Stratos Wealth Partners
Ohio
$208K -$22.5K -554 -9%
FHC
105
First Heartland Consultants
Missouri
$200K +$226K +5,567 New
PFS
106
Prospera Financial Services
Texas
$189K
GRP
107
Global Retirement Partners
California
$182K +$1.01K +25 +0.5%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$182K +$203K +5,001 +7,938%
TF
109
Tompkins Financial
New York
$173K
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K +$487 +12 +0.3%
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$107K +$121K +2,969 New
S
112
Surevest
California
$56K +$244 +6 +0.4%
Simplex Trading
113
Simplex Trading
Illinois
$48K +$55.2K +1,360 New
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$47K
William Blair & Company
115
William Blair & Company
Illinois
$43K +$37.1K +913 +323%
JP Morgan Chase
116
JP Morgan Chase
New York
$33K -$97.2K -2,394 -72%
SPWG
117
Sage Private Wealth Group
Illinois
$31K +$203 +5 +0.6%
LF
118
Lee Financial
Texas
$30K
HCP
119
Hexagon Capital Partners
Arkansas
$28K +$31.8K +783 New
CFD
120
Creative Financial Designs
Indiana
$27K -$2.03K -50 -6%
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$25K
SWM
122
Spire Wealth Management
Virginia
$23K
CA
123
CoreCap Advisors
Michigan
$23K +$25.4K +625 New
RA
124
Rise Advisors
New York
$22K +$122 +3 +0.5%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$20K

IGE Hedge Fund Activity: Q2 2022 in Review

153 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2022, worth a combined $462M — down 3.9% from $481M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGE positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 50 trimmed.

The largest buyer was Wells Fargo, adding an estimated $18.2M. The largest seller was BlackRock, exiting entirely with an estimated $8.85M sold.

  • 153 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2022, up from 140 in Q1 2022.
  • Funds reported $462M of iShares North American Natural Resources ETF stock for Q2 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new iShares North American Natural Resources ETF positions in Q2 2022 and 13 closed out, a net change of +13 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2022 was Wells Fargo, an estimated $18.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2022 was BlackRock, an estimated $8.85M sold.

Based on aggregated 13F filings for Q2 2022.