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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $262M invested in iShares North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 51.55%51.02% (-0.53%)

6% less funds holding

Funds holding: 142134 (-8)

10% less capital invested

Capital invested by funds: $290M → $262M (-$28.2M)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $202K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
42
Reduced
53
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$67.1K
ACA
102
Aptus Capital Advisors
Alabama
$65.5K +$65.1K +1,450 +3,718%
GLR
103
Great Lakes Retirement
Ohio
$60.7K -$5.26M -117,156 -99%
PS
104
Principal Securities
Iowa
$50K
WIA
105
Wetzel Investment Advisors
Indiana
$45K
PA
106
Parallel Advisors
California
$44.4K +$90 +2 +0.2%
SWM
107
Spire Wealth Management
Virginia
$44.3K
NP
108
NorthRock Partners
Minnesota
$44K +$3.41K +76 +8%
CA
109
Continuum Advisory
Idaho
$41.4K
HI
110
Harbour Investments
Wisconsin
$37.5K +$4.31K +96 +13%
CPG
111
Custom Portfolio Group
Colorado
$22K
AAP
112
Arax Advisory Partners
Colorado
$20K +$20.4K +455 New
CFD
113
Creative Financial Designs
Indiana
$19.7K -$13.5K -300 -40%
NA
114
NewEdge Advisors
Louisiana
$18.9K +$45 +1 +0.2%
MWM
115
MGB Wealth Management
Texas
$17.9K +$18K +400 New
MSG
116
Main Street Group
Virginia
$14.1K
BIM
117
Breakwater Investment Management
Washington
$11.2K
SMA
118
Sage Mountain Advisors
Georgia
$11.2K +$7.32K +163 +179%
GFPC
119
Global Financial Private Client
Florida
$9.02K
AGWCA
120
Annis Gardner Whiting Capital Advisors
Florida
$8.93K -$9.11K -203 -50%
KFI
121
Key Financial Inc
Pennsylvania
$8.89K
S
122
SignatureFD
Georgia
$8.14K +$2.69K +60 +48%
CIAS
123
Capital Investment Advisory Services
North Carolina
$6.51K
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$5.81K
AF
125
Allworth Financial
California
$4.49K +$45 +1 +1%

IGE Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2024, worth a combined $262M — down 9.7% from $290M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGE and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was The Family Firm, adding an estimated $9.58M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $6.33M sold.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $262M of iShares North American Natural Resources ETF stock for Q2 2024, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q2 2024 and 14 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2024 was The Family Firm, an estimated $9.58M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2024 was Executive Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2024.