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iShares North American Natural Resources ETF

162 hedge funds and large institutions have $488M invested in iShares North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $61K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

33% more capital invested

Capital invested by funds: $366M → $488M (+$122M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147162 (+15)

5.91% more ownership

Funds ownership: 48.06%53.97% (+5.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
63
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
Rise Advisors
New York
$25.3K +$244 +6 +1%
S
127
SignatureFD
Georgia
$25.3K +$25.2K +621 New
GWS
128
Glassman Wealth Services
Virginia
$20.3K
PFSC
129
Peoples Financial Services Corp
Pennsylvania
$20.3K
First Manhattan
130
First Manhattan
New York
$17.5K
FFL
131
Financial Freedom LLC
Ohio
$14K +$14K +345 New
GIA
132
Goodwin Investment Advisory
Georgia
$13.3K -$17.5K -431 -57%
NC
133
NewSquare Capital
Pennsylvania
$13.2K
TWA
134
TCI Wealth Advisors
Arizona
$13K
Fidelity Investments
135
Fidelity Investments
Massachusetts
$12.8K -$41 -1 -0.3%
PA
136
Parallel Advisors
California
$12.3K -$3.94K -97 -24%
NFSG
137
Newbridge Financial Services Group
Florida
$10.4K -$17.2K -424 -62%
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$8.34K -$161K -3,953 -95%
FFA
139
Farther Finance Advisors
California
$7.4K +$7.39K +182 New
KFI
140
Key Financial Inc
Pennsylvania
$7.02K
IA
141
IFP Advisors
Florida
$7K +$2.96K +73 +73%
US Bancorp
142
US Bancorp
Minnesota
$6.71K +$6.7K +165 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$6.02K
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.69K
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$5.37K
ASN
146
Advisory Services Network
Georgia
$4.47K +$4.47K +110 New
KFS
147
Kelly Financial Services
Massachusetts
$4.27K +$4.26K +105 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.41K +84 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$2.89K
SWA
150
SOA Wealth Advisors
New York
$2.47K +$81 +2 +3%

IGE Hedge Fund Activity: Q4 2022 in Review

162 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2022, worth a combined $488M — up 33% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGE positions and 14 closed out — a net gain of 20 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $11M. The largest seller was HRT Financial, cutting an estimated $2.47M.

  • 162 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $488M of iShares North American Natural Resources ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 34 funds opened new iShares North American Natural Resources ETF positions in Q4 2022 and 14 closed out, a net change of +20 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $11M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2022 was HRT Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2022.