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iShares North American Natural Resources ETF
IGE

142 hedge funds and large institutions have $338M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $313M → $338M (+$24.3M)

6.14% more ownership

Funds ownership: 52.11% → 58.26% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 146 → 142 (-4)

14% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 51

35% less call options, than puts

Call options by funds: $61K | Put options by funds: $94K

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
44
Reduced
51
Closed
18
Calls
$61K
Puts
$94K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$38M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.76M
3
SPIA
Steward Partners Investment Advisory
New York
+$2.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.05M
5
NFG
Norris Financial Group
South Carolina
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.42M
2
Wells Fargo
Wells Fargo
California
-$3.17M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.04M
4
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$2.81M
5
QAM
Q3 Asset Management
Michigan
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
126
D.J. St. Germain
Massachusetts
$8.14K – – –
NFSG
127
Newbridge Financial Services Group
Florida
$7.72K -$2.79K -69 -27%
CIAS
128
Capital Investment Advisory Services
North Carolina
$6.03K – – –
FFL
129
Financial Freedom LLC
Ohio
$5.99K – – –
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$5.38K – – –
S
131
SignatureFD
Georgia
$5.09K – – –
Bessemer Group
132
Bessemer Group
New Jersey
$3K -$2.02K -50 -38%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$2.89K – – –
SWA
134
SOA Wealth Advisors
New York
$2.55K +$40 +1 +2%
WTC
135
WhitTier Trust Company
Nevada
$2.44K – – –
GI
136
Gradient Investments
Minnesota
$1.79K – – –
BWM
137
Baystate Wealth Management
Massachusetts
$1.69K +$40 +1 +3%
HI
138
Horizon Investments
North Carolina
$1.06K – – –
LFG
139
Larson Financial Group
Missouri
$774 – – –
BWL
140
Bogart Wealth LLC
Virginia
$652 – – –
ASN
141
Advisory Services Network
Georgia
$407 +$405 +10 New
SIS
142
Sound Income Strategies
Florida
$204 – – –
MPPLM
143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$2.81M -67,622 Closed
QAM
144
Q3 Asset Management
Michigan
– -$2.09M -50,251 Closed
SPA
145
Sentinel Pension Advisors
Massachusetts
– -$1.93M -46,485 Closed
HAS
146
HBW Advisory Services
California
– -$1.49M -35,761 Closed
ARC
147
Advisor Resource Council
Texas
– -$882K -21,205 Closed
TSS
148
Two Sigma Securities
New York
– -$556K -13,369 Closed
AWA
149
Arete Wealth Advisors
Illinois
– -$501K -12,052 Closed
SAM
150
Secure Asset Management
Michigan
– -$285K -6,855 Closed
3 4 5
6
7

IGE Hedge Fund Activity: Q4 2023 in Review

142 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2023, worth a combined $338M — up 7.8% from $313M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 17 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $38M. The largest seller was Bank of America, cutting an estimated $6.42M.

  • 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2023, down from 146 in Q3 2023.
  • Funds reported $338M of iShares North American Natural Resources ETF stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q4 2023 and 18 closed out, a net change of -1 holder.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2023 was Morgan Stanley, an estimated $38M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2023 was Bank of America, an estimated $6.42M sold.

Based on aggregated 13F filings for Q4 2023.