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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $336M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-5
Holders Change %
-3.42%
% 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
16
Increased
44
Reduced
51
Closed
18
Calls
$61K
Puts
$94K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.33M
3
SPIA
3
Steward Partners Investment Advisory
New York
$5.51M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.1M
5
Jennison Associates
5
Jennison Associates
New York
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.3M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
QAM
5
Q3 Asset Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
126
Newbridge Financial Services Group
Florida
$7.72K -$2.81K -69 -27%
CIAS
127
Capital Investment Advisory Services
North Carolina
$6.03K – – –
FFL
128
Financial Freedom LLC
Ohio
$5.99K – – –
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$5.38K – – –
S
130
SignatureFD
Georgia
$5.09K – – –
Bessemer Group
131
Bessemer Group
New Jersey
$3K -$1.88K -50 -38%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$2.89K – – –
SWA
133
SOA Wealth Advisors
New York
$2.55K +$40 +1 +2%
WTC
134
WhitTier Trust Company
Nevada
$2.44K – – –
GI
135
Gradient Investments
Minnesota
$1.79K – – –
BWM
136
Baystate Wealth Management
Massachusetts
$1.69K +$41 +1 +3%
HI
137
Horizon Investments
North Carolina
$1.06K – – –
LFG
138
Larson Financial Group
Missouri
$774 – – –
BWL
139
Bogart Wealth LLC
Virginia
$652 – – –
ASN
140
Advisory Services Network
Georgia
$407 +$407 +10 New
SIS
141
Sound Income Strategies
Florida
$204 – – –
MPPLM
142
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$2.81M -67,622 Closed
QAM
143
Q3 Asset Management
Michigan
– -$2.09M -50,251 Closed
SPA
144
Sentinel Pension Advisors
Massachusetts
– -$1.93M -46,485 Closed
HAS
145
HBW Advisory Services
California
– -$1.49M -35,761 Closed
ARC
146
Advisor Resource Council
Texas
– -$882K -21,205 Closed
TSS
147
Two Sigma Securities
New York
– -$556K -13,369 Closed
AWA
148
Arete Wealth Advisors
Illinois
– -$501K -12,052 Closed
SAM
149
Secure Asset Management
Michigan
– -$285K -6,855 Closed
WHCI
150
W.H. Cornerstone Investments
Massachusetts
– -$231K -5,557 Closed
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