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iShares North American Natural Resources ETF

162 hedge funds and large institutions have $488M invested in iShares North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $61K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

33% more capital invested

Capital invested by funds: $366M → $488M (+$122M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147162 (+15)

5.91% more ownership

Funds ownership: 48.06%53.97% (+5.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
63
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$232K +$41 +1 +0%
BRWA
102
B. Riley Wealth Advisors
Florida
$230K +$230K +5,666 New
PFS
103
Prospera Financial Services
Texas
$227K +$227K +5,593 New
BFS
104
Bard Financial Services
Connecticut
$214K +$213K +5,255 New
RFC
105
Regions Financial Corp
Alabama
$211K +$211K +5,200 New
KCM
106
KM Capital Management
Texas
$206K +$206K +5,078 New
AWM
107
Avior Wealth Management
Nebraska
$197K -$37.4K -922 -16%
TF
108
Tompkins Financial
New York
$195K
GRP
109
Global Retirement Partners
California
$189K -$4.1K -101 -2%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$172K +$447 +11 +0.3%
OWA
111
One Wealth Advisors
California
$139K +$139K +3,418 New
CS
112
Comerica Securities
Michigan
$122K +$122K +3,001 New
FMII
113
Farmers & Merchants Investments Inc
Nebraska
$121K
PTC
114
Private Trust Company
Ohio
$106K +$105K +2,581 +9,559%
CT
115
Colonial Trust
South Carolina
$90.2K +$90.1K +2,219 New
MCC
116
Money Concepts Capital
Florida
$82.8K +$75.5K +1,859 +1,039%
William Blair & Company
117
William Blair & Company
Illinois
$49.2K +$244 +6 +0.5%
GAG
118
Goodman Advisory Group
Massachusetts
$49K -$91K -2,240 -65%
LFA
119
LGT Financial Advisors
Texas
$46.9K +$46.8K +1,153 New
BA
120
Bellwether Advisors
Nebraska
$37.2K
AP
121
Advisors Preferred
Maryland
$35.6K +$36.7K +903 New
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$34.7K +$34.6K +853 New
LF
123
Lee Financial
Texas
$33.7K
CFD
124
Creative Financial Designs
Indiana
$30.4K
SWM
125
Spire Wealth Management
Virginia
$28K -$406 -10 -1%

IGE Hedge Fund Activity: Q4 2022 in Review

162 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2022, worth a combined $488M — up 33% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGE positions and 14 closed out — a net gain of 20 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $11M. The largest seller was HRT Financial, cutting an estimated $2.47M.

  • 162 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $488M of iShares North American Natural Resources ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 34 funds opened new iShares North American Natural Resources ETF positions in Q4 2022 and 14 closed out, a net change of +20 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $11M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2022 was HRT Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2022.