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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $262M invested in iShares North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 51.55%51.02% (-0.53%)

6% less funds holding

Funds holding: 142134 (-8)

10% less capital invested

Capital invested by funds: $290M → $262M (-$28.2M)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $202K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
42
Reduced
53
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
SOA Wealth Advisors
New York
$2.78K
WTC
127
WhitTier Trust Company
Nevada
$2.64K
AC
128
AlphaCore Capital
California
$2.64K +$2.69K +60 New
Bessemer Group
129
Bessemer Group
New Jersey
$2K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$1.76K +$1.79K +40 New
HI
131
Horizon Investments
North Carolina
$1.45K +$314 +7 +27%
ARC
132
Advisor Resource Council
Texas
$1.28K -$352K -7,845 -21%
BWL
133
Bogart Wealth LLC
Virginia
$704
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$44 -$444K -9,886 -100%
EWM
135
Executive Wealth Management
Michigan
-$6.33M -139,621 Closed
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
-$4.55M -101,088 Closed
KWM
137
Kingsview Wealth Management
Oregon
-$2.58M -57,452 Closed
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
-$857K -19,048 Closed
GS
139
GTS Securities
New York
-$780K -17,348 Closed
Bank of New York Mellon
140
Bank of New York Mellon
New York
-$410K -9,108 Closed
LCM
141
Lunt Capital Management
Utah
-$398K -8,844 Closed
MTC
142
McDaniel Terry & Co
Texas
-$263K -5,853 Closed
First Manhattan
143
First Manhattan
New York
-$19.4K -426 Closed
RA
144
Rise Advisors
New York
-$12.9K -286 Closed
FFL
145
Financial Freedom LLC
Ohio
-$6.62K -147 Closed
CA
146
CoreCap Advisors
Michigan
-$2.25K -50 Closed
SIS
147
Sound Income Strategies
Florida
-$225 -5 Closed
NFSG
148
Newbridge Financial Services Group
Florida
-$170 -4 Closed

IGE Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2024, worth a combined $262M — down 9.7% from $290M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGE and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was The Family Firm, adding an estimated $9.58M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $6.33M sold.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $262M of iShares North American Natural Resources ETF stock for Q2 2024, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q2 2024 and 14 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2024 was The Family Firm, an estimated $9.58M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2024 was Executive Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2024.