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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $286M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
56
Closed
15
Calls
$445K
Puts
$364K
Net Calls
+$81K
Net Calls Change
+$114K

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$6.33M
2
OFW
2
Omnia Family Wealth
Florida
$4.47M
3
ACM
3
Avalon Capital Management
California
$3.56M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.58M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Bank of America
2
Bank of America
North Carolina
$31.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.97M
4
TF
4
Theory Financial
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
101
Founders Financial Securities
Maryland
$211K +$211K +4,680 New
TF
102
Tompkins Financial
New York
$180K – – –
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$174K -$12.2K -271 -7%
GRP
104
Global Retirement Partners
California
$168K +$855 +19 +0.5%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$134K +$94.6K +2,102 +239%
AWM
106
Avior Wealth Management
Nebraska
$109K -$19.6K -436 -15%
US Bancorp
107
US Bancorp
Minnesota
$91.8K -$7.29K -162 -7%
CFGS
108
Concourse Financial Group Securities
Alabama
$68.6K – – –
PS
109
Principal Securities
Iowa
$51.2K – – –
PA
110
Parallel Advisors
California
$45.3K +$90 +2 +0.2%
SWM
111
Spire Wealth Management
Virginia
$45.3K +$1.8K +40 +4%
WIA
112
Wetzel Investment Advisors
Indiana
$44.6K – – –
CA
113
Continuum Advisory
Idaho
$43.1K +$43.1K +942 New
NP
114
NorthRock Partners
Minnesota
$41.6K – – –
William Blair & Company
115
William Blair & Company
Illinois
$40K -$12.7K -283 -24%
HI
116
Harbour Investments
Wisconsin
$34K +$1.53K +34 +5%
CFD
117
Creative Financial Designs
Indiana
$33.6K – – –
CPG
118
Custom Portfolio Group
Colorado
$22.5K – – –
First Manhattan
119
First Manhattan
New York
$19.4K – – –
NA
120
NewEdge Advisors
Louisiana
$19.3K -$283K -6,282 -94%
AGWCA
121
Annis Gardner Whiting Capital Advisors
Florida
$18.3K – – –
MSG
122
Main Street Group
Virginia
$14.5K – – –
RA
123
Rise Advisors
New York
$12.9K +$90 +2 +0.7%
BIM
124
Breakwater Investment Management
Washington
$11.5K +$11.5K +255 New
GFPC
125
Global Financial Private Client
Florida
$9.29K -$6.8K -150 -42%
3 4
5
6 7