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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

161 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, 62 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+15
Holders Change %
+10.27%
% 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
62
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K

Top Buyers

1
DWP
Destiny Wealth Partners
Florida
$11M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.9M
3
Morgan Stanley
Morgan Stanley
New York
$67.4M
4
EWM
Executive Wealth Management
Michigan
$5.93M
5
Bank of America
Bank of America
North Carolina
$85.4M

Top Sellers

1
HF
HRT Financial
New York
$333K
2
TC
Telemus Capital
Michigan
$0
3
Jane Street
Jane Street
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$401K
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$230K +$230K +5,666 New
PFS
102
Prospera Financial Services
Texas
$227K +$227K +5,593 New
BFS
103
Bard Financial Services
Connecticut
$214K +$214K +5,255 New
RFC
104
Regions Financial Corp
Alabama
$211K +$211K +5,200 New
KCM
105
KM Capital Management
Texas
$206K +$206K +5,078 New
AWM
106
Avior Wealth Management
Nebraska
$197K -$37.5K -922 -16%
TF
107
Tompkins Financial
New York
$195K – – –
GRP
108
Global Retirement Partners
California
$189K -$4.11K -101 -2%
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$172K +$447 +11 +0.3%
OWA
110
One Wealth Advisors
California
$139K +$139K +3,418 New
CS
111
Comerica Securities
Michigan
$122K +$122K +3,001 New
FMII
112
Farmers & Merchants Investments Inc
Nebraska
$121K – – –
PTC
113
Private Trust Company
Ohio
$106K +$105K +2,581 +9,559%
CT
114
Colonial Trust
South Carolina
$90.2K +$90.2K +2,219 New
MCC
115
Money Concepts Capital
Florida
$82.8K +$75.6K +1,859 +1,039%
William Blair & Company
116
William Blair & Company
Illinois
$49.2K +$244 +6 +0.5%
GAG
117
Goodman Advisory Group
Massachusetts
$49K -$91K -2,240 -65%
LFA
118
LGT Financial Advisors
Texas
$46.9K +$46.9K +1,153 New
BA
119
Bellwether Advisors
Nebraska
$37.2K – – –
AP
120
Advisors Preferred
Maryland
$35.7K +$35.7K +903 New
CSPIA
121
Cary Street Partners Investment Advisory
Virginia
$34.7K +$34.7K +853 New
LF
122
Lee Financial
Texas
$33.7K – – –
CFD
123
Creative Financial Designs
Indiana
$30.4K – – –
SWM
124
Spire Wealth Management
Virginia
$28K -$413 -10 -1%
RA
125
Rise Advisors
New York
$25.3K +$244 +6 +1%
3 4
5
6 7