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iShares North American Natural Resources ETF

162 hedge funds and large institutions have $488M invested in iShares North American Natural Resources ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,921% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $61K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

58% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 40

33% more capital invested

Capital invested by funds: $366M → $488M (+$122M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more funds holding

Funds holding: 147162 (+15)

5.91% more ownership

Funds ownership: 48.06%53.97% (+5.9%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
34
Increased
63
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
151
WhitTier Trust Company
Nevada
$2.44K
EWA
152
EverSource Wealth Advisors
Alabama
$2.15K
CA
153
CoreCap Advisors
Michigan
$2.03K +$2.03K +50 New
Bessemer Group
154
Bessemer Group
New Jersey
$2K
BWM
155
Baystate Wealth Management
Massachusetts
$2K +$1.62K +40 New
GI
156
Gradient Investments
Minnesota
$1.79K
BlackRock
157
BlackRock
New York
$1.5K
KFP
158
KB Financial Partners
New Jersey
$1K
LFG
159
Larson Financial Group
Missouri
$773
BWL
160
Bogart Wealth LLC
Virginia
$651
HI
161
Harbour Investments
Wisconsin
$447 +$447 +11 New
SIS
162
Sound Income Strategies
Florida
$203
TC
163
Telemus Capital
Michigan
-$1.57M -45,074 Closed
Jane Street
164
Jane Street
New York
-$1.32M -38,015 Closed
MOS
165
MGO One Seven
Ohio
-$1.16K -33,395 Closed
Marshall Wace
166
Marshall Wace
United Kingdom
-$960K -27,620 Closed
SI
167
Stephens Inc
Arkansas
-$355K -10,219 Closed
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
-$245K -7,034 Closed
SW
169
SVB Wealth
Massachusetts
-$212K -6,096 Closed
Simplex Trading
170
Simplex Trading
Illinois
-$161K -4,636 Closed
SPWG
171
Sage Private Wealth Group
Illinois
-$30K -868 Closed
OPW
172
Oxler Private Wealth
New York
-$45.2K -400 Closed
MA
173
MUFG Americas
New York
-$6K -165 Closed
TIM
174
Tortoise Investment Management
New York
-$6K -165 Closed
FA
175
Flagstar Advisors
New York
-$5.53K -159 Closed

IGE Hedge Fund Activity: Q4 2022 in Review

162 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2022, worth a combined $488M — up 33% from $366M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IGE positions and 14 closed out — a net gain of 20 holders — while 63 added to existing stakes and 40 trimmed.

The largest buyer was Destiny Wealth Partners, opening a new position worth an estimated $11M. The largest seller was HRT Financial, cutting an estimated $2.47M.

  • 162 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $488M of iShares North American Natural Resources ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 34 funds opened new iShares North American Natural Resources ETF positions in Q4 2022 and 14 closed out, a net change of +20 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2022 was Destiny Wealth Partners, an estimated $11M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2022 was HRT Financial, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2022.