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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

146 hedge funds and large institutions have $366M invested in iShares North American Natural Resources ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
44
Reduced
54
Closed
23
Calls
$789K
Puts
$21K
Net Calls
+$768K
Net Calls Change
+$1.48M

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$15.8M
2
UBS Group
2
UBS Group
Switzerland
$6.51M
3
CCG
3
Capital CS Group
California
$1.45M
4
MWM
4
MinichMacGregor Wealth Management
New York
$15M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.18M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$69.6M
2
CCA
2
Cadent Capital Advisors
Oklahoma
$3.59M
3
ODFS
3
O'Donnell Financial Services
California
$0
4
ACM
4
Avalon Capital Management
California
$0
5
MA
5
Menlo Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
126
Tortoise Investment Management
New York
$6K +$6K +165 New
FA
127
Flagstar Advisors
New York
$5.53K +$5.53K +159 New
EWM
128
Executive Wealth Management
Michigan
$5.46K +$5.46K +5,455 New
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$5K -$3.79K -100 -43%
CIAS
130
Capital Investment Advisory Services
North Carolina
$5K – – –
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.87K – – –
IA
132
IFP Advisors
Florida
$4K +$4K +100 New
WTC
133
WhitTier Trust Company
Nevada
$2K – – –
GI
134
Gradient Investments
Minnesota
$2K – – –
SWA
135
SOA Wealth Advisors
New York
$2K – – –
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$2K – – –
EWA
137
EverSource Wealth Advisors
Alabama
$2K +$2K +53 New
MOS
138
MGO One Seven
Ohio
$1.16K -$33 -957 -3%
MFC
139
Morris Financial Concepts
South Carolina
$1K – – –
BWL
140
Bogart Wealth LLC
Virginia
$1K – – –
LFG
141
Larson Financial Group
Missouri
$1K – – –
KFP
142
KB Financial Partners
New Jersey
$1K – – –
PTC
143
Private Trust Company
Ohio
$1K – – –
Bessemer Group
144
Bessemer Group
New Jersey
$1K – – –
BlackRock
145
BlackRock
New York
$1K +$1K +37 New
ODFS
146
O'Donnell Financial Services
California
– -$6.72M -187,102 Closed
ACM
147
Avalon Capital Management
California
– -$6.65M -184,788 Closed
MA
148
Menlo Advisors
California
– -$5.16M -143,525 Closed
LI
149
LVZ Inc
Michigan
– -$1.85M -51,280 Closed
AWM
150
AE Wealth Management
Kansas
– -$1.32M -36,700 Closed
3 4 5
6
7