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iShares North American Natural Resources ETF
IGE

147 hedge funds and large institutions have $345M invested in iShares North American Natural Resources ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 142 → 147 (+5)

4% more capital invested

Capital invested by funds: $331M → $345M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.96% less ownership

Funds ownership: 55.09% → 54.13% (-0.96%)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$6.62M
2
CNC
Citizens & Northern Corp
Pennsylvania
+$2.73M
3
CG
Caprock Group
Idaho
+$1.89M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.58M
5
ARC
Advisor Resource Council
Texas
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
TFF
The Family Firm
Maryland
-$8.31M
2
AssetMark Inc
AssetMark Inc
California
-$5.46M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.77M
4
Goldman Sachs
Goldman Sachs
New York
-$2.74M
5
Jennison Associates
Jennison Associates
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
126
Bellwether Advisors
Nebraska
$13.6K – – –
MCM
127
MAI Capital Management
Ohio
$13.6K – – –
S
128
SignatureFD
Georgia
$12.7K – – –
BAM
129
Bellevue Asset Management
Washington
$12.2K +$45 +1 +0.4%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$11.7K +$13.7K +307 New
BIM
131
Breakwater Investment Management
Washington
$11.6K – – –
SMA
132
Sage Mountain Advisors
Georgia
$11.5K – – –
AGWCA
133
Annis Gardner Whiting Capital Advisors
Florida
$9.23K – – –
KFI
134
Key Financial Inc
Pennsylvania
$9.19K – – –
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.09K – – –
WBC
136
West Branch Capital
Massachusetts
$6.64K +$6.51K +146 New
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$5.91K -$4.46K -100 -43%
PWA
139
Physician Wealth Advisors
Utah
$3K – – –
SWA
140
SOA Wealth Advisors
New York
$2.93K – – –
AC
141
AlphaCore Capital
California
$2.73K – – –
WTC
142
WhitTier Trust Company
Nevada
$2.73K – – –
CA
143
CoreCap Advisors
Michigan
$2.27K – – –
Bessemer Group
144
Bessemer Group
New Jersey
$2K – – –
HI
145
Horizon Investments
North Carolina
$1.5K – – –
ARC
146
Advisor Resource Council
Texas
$1.32K +$1.3M +29,142 New
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$45 – – –
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
– -$824K -19,287 Closed
ACM
149
Avalon Capital Management
California
– -$660K -15,441 Closed
FTS
150
Fifth Third Securities
Ohio
– -$221K -5,175 Closed
3 4 5
6
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IGE Hedge Fund Activity: Q1 2025 in Review

147 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2025, worth a combined $345M — up 4.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 11 closed out — a net gain of 6 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.62M. The largest seller was The Family Firm, cutting an estimated $8.31M.

  • 147 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2025, up from 142 in Q4 2024.
  • Funds reported $345M of iShares North American Natural Resources ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q1 2025 and 11 closed out, a net change of +6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $6.62M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2025 was The Family Firm, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.