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iShares North American Natural Resources ETF

140 hedge funds and large institutions have $328M invested in iShares North American Natural Resources ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0.11% more ownership

Funds ownership: 54.13%54.24% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 147140 (-7)

5% less capital invested

Capital invested by funds: $345M → $328M (-$17.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AE Wealth Management
Kansas
$8.36K +$8.1K +189 New
AC
127
AlphaCore Capital
California
$7.08K +$4.29K +100 +167%
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$6.64K +$6.43K +150 New
WBC
129
West Branch Capital
Massachusetts
$6.46K
PWA
130
Physician Wealth Advisors
Utah
$2.92K
SWA
131
SOA Wealth Advisors
New York
$2.87K +$43 +1 +2%
WTC
132
WhitTier Trust Company
Nevada
$2.65K
SHIM
133
Stone House Investment Management
Pennsylvania
$2.26K -$119K -2,776 -98%
CA
134
CoreCap Advisors
Michigan
$2.21K
Bessemer Group
135
Bessemer Group
New Jersey
$2K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.77K -$3.86K -90 -69%
HI
137
Horizon Investments
North Carolina
$1.46K
Simplex Trading
138
Simplex Trading
Illinois
$1K +$1.29K +30 New
FFA
139
Farther Finance Advisors
California
$885 +$857 +20 New
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$44
CWM
141
Congress Wealth Management
Massachusetts
-$1.53M -33,684 Closed
Jennison Associates
142
Jennison Associates
New York
-$1.07M -23,453 Closed
QAM
143
Q3 Asset Management
Michigan
-$953K -20,971 Closed
NAS
144
Nicolet Advisory Services
Wisconsin
-$443K -11,273 Closed
PA
145
PFG Advisors
Arizona
-$436K -9,584 Closed
SWP
146
Stratos Wealth Partners
Ohio
-$285K -6,264 Closed
BB
147
Busey Bank
Illinois
-$263K -5,774 Closed
FWMM
148
Foundation Wealth Management (Missouri)
Missouri
-$238K -5,245 Closed
PRS
149
Pinkerton Retirement Specialists
Idaho
-$236K -5,189 Closed
FFS
150
Founders Financial Securities
Maryland
-$202K -4,747 Closed

IGE Hedge Fund Activity: Q2 2025 in Review

140 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2025, worth a combined $328M — down 5.1% from $345M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 13 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was Osaic Holdings, adding an estimated $9.63M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $5.88M.

  • 140 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2025, down from 147 in Q1 2025.
  • Funds reported $328M of iShares North American Natural Resources ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2025 was Osaic Holdings, an estimated $9.63M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2025 was Steward Partners Investment Advisory, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2025.