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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $336M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
44
Reduced
51
Closed
18
Calls
$61K
Puts
$94K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.8M
2
S
2
Sachetta
Massachusetts
$5.34M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.33M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.51M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.3M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
QAM
5
Q3 Asset Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$46.3K 1,137 +1,137 New
AP
102
Advisors Preferred
Maryland
$43.4K 1,062 +1,062 New
NSG
103
Nalls Sherbakoff Group
Tennessee
$42.8K 1,050 – –
WIA
104
Wetzel Investment Advisors
Indiana
$41K 1,000 +1,000 New
PA
105
Parallel Advisors
California
$40.9K 1,004 +24 +2%
NP
106
NorthRock Partners
Minnesota
$37.7K 925 +925 New
SWM
107
Spire Wealth Management
Virginia
$37.5K 966 – –
LA
108
LM Advisors
California
$36.6K 900 +900 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$35.9K 881 +51 +6%
LF
110
Lee Financial
Texas
$33.7K 828 – –
CFD
111
Creative Financial Designs
Indiana
$30.5K 748 – –
HI
112
Harbour Investments
Wisconsin
$29.4K 722 – –
PFSC
113
Peoples Financial Services Corp
Pennsylvania
$20.4K 500 – –
GWS
114
Glassman Wealth Services
Virginia
$20.4K 500 – –
CPG
115
Custom Portfolio Group
Colorado
$20.4K 500 +500 New
First Manhattan
116
First Manhattan
New York
$17.6K 426 -6 -1%
AGWCA
117
Annis Gardner Whiting Capital Advisors
Florida
$16.5K 406 – –
AC
118
Arjuna Capital
North Carolina
$15.5K 380 +380 New
GFPC
119
Global Financial Private Client
Florida
$14.5K 355 – –
MSG
120
Main Street Group
Virginia
$13K 320 +320 New
GIA
121
Goodwin Investment Advisory
Georgia
$11.7K 287 -39 -12%
RA
122
Rise Advisors
New York
$11.6K 284 -346 -55%
AF
123
Allworth Financial
California
$11.3K 277 -326 -54%
KFI
124
Key Financial Inc
Pennsylvania
$8.23K 202 – –
DJSG
125
D.J. St. Germain
Massachusetts
$8.14K 200 – –
3 4
5
6 7