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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

142 hedge funds and large institutions have $297M invested in iShares North American Natural Resources ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
43
Reduced
55
Closed
18
Calls
$862K
Puts
$12K
Net Calls
+$850K
Net Calls Change
+$638K

Top Buyers

1
Jane Street
Jane Street
New York
+$4.39M
2
TSS
Two Sigma Securities
New York
+$733K
3
CI
CX Institutional
Indiana
+$718K
4
Goldman Sachs
Goldman Sachs
New York
+$568K
5
TFF
The Family Firm
Maryland
+$292K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.1M
2
Bank of America
Bank of America
North Carolina
-$23.9M
3
MWM
MinichMacGregor Wealth Management
New York
-$19M
4
Wells Fargo
Wells Fargo
California
-$15.4M
5
MML Investors Services
MML Investors Services
Massachusetts
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
126
Capital Investment Advisory Services
North Carolina
$5.75K – – –
FFL
127
Financial Freedom LLC
Ohio
$5.71K – – –
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.44K – – –
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$5.12K – – –
Bessemer Group
130
Bessemer Group
New Jersey
$5K +$3.46K +90 +225%
S
131
SignatureFD
Georgia
$4.85K – – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$2.76K – – –
SWA
133
SOA Wealth Advisors
New York
$2.39K +$39 +1 +2%
WTC
134
WhitTier Trust Company
Nevada
$2.33K – – –
EWA
135
EverSource Wealth Advisors
Alabama
$2.06K – – –
GI
136
Gradient Investments
Minnesota
$1.71K – – –
BWM
137
Baystate Wealth Management
Massachusetts
$1.59K – – –
KFP
138
KB Financial Partners
New Jersey
$1K – – –
HI
139
Horizon Investments
North Carolina
$932 – – –
LFG
140
Larson Financial Group
Missouri
$749 – – –
BWL
141
Bogart Wealth LLC
Virginia
$621 – – –
SIS
142
Sound Income Strategies
Florida
$194 – – –
MWM
143
MinichMacGregor Wealth Management
New York
– -$19M -484,718 Closed
CCA
144
Cadent Capital Advisors
Oklahoma
– -$3.97M -101,446 Closed
OCM
145
One Capital Management
California
– -$3.94M -100,531 Closed
MPPLM
146
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$3.75M -95,692 Closed
CCG
147
Capital CS Group
California
– -$1.58M -40,257 Closed
AI
148
Atria Investments
North Carolina
– -$1.55M -39,615 Closed
MWM
149
Moran Wealth Management
Florida
– -$1.4M -35,839 Closed
HF
150
HRT Financial
New York
– -$276K -7,049 Closed
3 4 5
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