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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $286M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
56
Closed
15
Calls
$445K
Puts
$364K
Net Calls
+$81K
Net Calls Change
+$114K

Top Buyers

1
EWM
Executive Wealth Management
Michigan
$6.33M
2
OFW
Omnia Family Wealth
Florida
$4.47M
3
ACM
Avalon Capital Management
California
$3.56M
4
KWM
Kingsview Wealth Management
Oregon
$2.58M
5
CIA
Concurrent Investment Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$36.9M
2
Bank of America
Bank of America
North Carolina
$31.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$5.97M
4
TF
Theory Financial
Colorado
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
126
Key Financial Inc
Pennsylvania
$9.09K – – –
CIAS
127
Capital Investment Advisory Services
North Carolina
$6.66K – – –
FFL
128
Financial Freedom LLC
Ohio
$6.62K – – –
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$5.94K – – –
S
130
SignatureFD
Georgia
$5.62K – – –
AF
131
Allworth Financial
California
$4.47K -$8.03K -178 -64%
SMA
132
Sage Mountain Advisors
Georgia
$4.09K +$4.09K +91 New
SWA
133
SOA Wealth Advisors
New York
$2.83K – – –
WTC
134
WhitTier Trust Company
Nevada
$2.7K – – –
CA
135
CoreCap Advisors
Michigan
$2.25K +$2.25K +50 New
Bessemer Group
136
Bessemer Group
New Jersey
$2K -$2K -40 -50%
ACA
137
Aptus Capital Advisors
Alabama
$1.76K +$1.76K +39 New
HI
138
Horizon Investments
North Carolina
$1.17K – – –
BWL
139
Bogart Wealth LLC
Virginia
$720 – – –
SIS
140
Sound Income Strategies
Florida
$225 – – –
NFSG
141
Newbridge Financial Services Group
Florida
$170 -$7.91K -186 -98%
TF
142
Theory Financial
Colorado
– -$3.68M -90,308 Closed
LI
143
LVZ Inc
Michigan
– -$802K -19,702 Closed
DBIA
144
Dumont & Blake Investment Advisors
New Jersey
– -$333K -8,186 Closed
AP
145
Advisors Preferred
Maryland
– -$43.4K -1,062 Closed
LA
146
LM Advisors
California
– -$36.6K -900 Closed
LF
147
Lee Financial
Texas
– -$33.7K -828 Closed
GWS
148
Glassman Wealth Services
Virginia
– -$20.4K -500 Closed
PFSC
149
Peoples Financial Services Corp
Pennsylvania
– -$20.4K -500 Closed
AC
150
Arjuna Capital
North Carolina
– -$15.5K -380 Closed
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