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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

146 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 16 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$28K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.75M
2
CNC
Citizens & Northern Corp
Pennsylvania
+$2.78M
3
CG
Caprock Group
Idaho
+$1.93M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.61M
5
GWM
Geneos Wealth Management
Colorado
+$1.11M

Top Sellers

1
TFF
The Family Firm
Maryland
-$8.48M
2
AssetMark Inc
AssetMark Inc
California
-$5.57M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.82M
4
Goldman Sachs
Goldman Sachs
New York
-$2.79M
5
Jennison Associates
Jennison Associates
New York
-$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Bellwether Advisors
Nebraska
$13.6K – – –
S
127
SignatureFD
Georgia
$12.7K – – –
BAM
128
Bellevue Asset Management
Washington
$12.2K +$46 +1 +0.4%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$11.7K +$11.7K +307 New
BIM
130
Breakwater Investment Management
Washington
$11.6K – – –
SMA
131
Sage Mountain Advisors
Georgia
$11.5K – – –
AGWCA
132
Annis Gardner Whiting Capital Advisors
Florida
$9.23K – – –
KFI
133
Key Financial Inc
Pennsylvania
$9.19K – – –
JFGIW
134
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.09K – – –
WBC
135
West Branch Capital
Massachusetts
$6.64K +$6.64K +146 New
BBPWM
136
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$5.91K -$4.55K -100 -43%
PWA
138
Physician Wealth Advisors
Utah
$3K – – –
SWA
139
SOA Wealth Advisors
New York
$2.93K – – –
WTC
140
WhitTier Trust Company
Nevada
$2.73K – – –
AC
141
AlphaCore Capital
California
$2.73K – – –
CA
142
CoreCap Advisors
Michigan
$2.27K – – –
Bessemer Group
143
Bessemer Group
New Jersey
$2K – – –
HI
144
Horizon Investments
North Carolina
$1.5K – – –
ARC
145
Advisor Resource Council
Texas
$1.33K +$1.33K +29,142 New
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$45 – – –
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
– -$824K -19,287 Closed
ACM
148
Avalon Capital Management
California
– -$660K -15,441 Closed
FTS
149
Fifth Third Securities
Ohio
– -$221K -5,175 Closed
KNW
150
Kesler Norman & Wride
Utah
– -$215K -5,041 Closed
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