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iShares North American Natural Resources ETF

133 hedge funds and large institutions have $248M invested in iShares North American Natural Resources ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

7.36% more ownership

Funds ownership: 51.02%58.38% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 134133 (-1)

5% less capital invested

Capital invested by funds: $262M → $248M (-$13.8M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
50
Closed
10
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$44K -$308 -7 -0.7%
CA
102
Continuum Advisory
Idaho
$43.7K
HI
103
Harbour Investments
Wisconsin
$37.5K
BF
104
BOK Financial
Oklahoma
$24.8K +$24K +545 New
PS
105
Principal Securities
Iowa
$24.8K -$25.3K -575 -51%
MWM
106
MGB Wealth Management
Texas
$23.4K +$5.73K +130 +33%
AFG
107
Arkansas Financial Group
Arkansas
$20.1K +$39.1M +887,159 New
AAP
108
Arax Advisory Partners
Colorado
$20.1K
CFD
109
Creative Financial Designs
Indiana
$19.7K
PWS
110
Peterson Wealth Services
Utah
$19K +$19K +431 New
HNB
111
Huntington National Bank
Ohio
$16.3K
TRCT
112
Tower Research Capital (TRC)
New York
$16.3K -$1M -22,785 -98%
NA
113
NewEdge Advisors
Louisiana
$14.7K -$4.27K -97 -23%
MSG
114
Main Street Group
Virginia
$14.2K +$88 +2 +0.6%
BIM
115
Breakwater Investment Management
Washington
$11.2K
SMA
116
Sage Mountain Advisors
Georgia
$11.2K
S
117
SignatureFD
Georgia
$10.1K +$1.98K +45 +24%
GFPC
118
Global Financial Private Client
Florida
$9.03K
AGWCA
119
Annis Gardner Whiting Capital Advisors
Florida
$8.95K
KFI
120
Key Financial Inc
Pennsylvania
$8.9K
CPA
121
Capital Performance Advisors
California
$6.83K +$6.83K +155 New
CIAS
122
Capital Investment Advisory Services
North Carolina
$6.52K
FWP
123
FAS Wealth Partners
Kansas
$6.04K +$6.04K +137 New
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$5.82K
AF
125
Allworth Financial
California
$4.42K

IGE Hedge Fund Activity: Q3 2024 in Review

133 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2024, worth a combined $248M — down 5.3% from $262M a quarter earlier.

Fund positioning in IGE was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 40 added to existing stakes and 50 trimmed.

The largest buyer was Arkansas Financial Group, opening a new position worth an estimated $39.1M. The largest seller was Omnia Family Wealth, exiting entirely with an estimated $4.49M sold.

  • 133 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $248M of iShares North American Natural Resources ETF stock for Q3 2024, down 5.3% quarter-over-quarter.
  • 10 funds opened new iShares North American Natural Resources ETF positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2024 was Arkansas Financial Group, an estimated $39.1M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2024 was Omnia Family Wealth, an estimated $4.49M sold.

Based on aggregated 13F filings for Q3 2024.