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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

151 hedge funds and large institutions have $438M invested in iShares North American Natural Resources ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
-10
Holders Change %
-6.21%
% of All Funds
2.42%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
37
Reduced
67
Closed
20
Calls
$247K
Puts
$35K
Net Calls
+$212K
Net Calls Change
-$960K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$4.46M
2
MWM
2
MinichMacGregor Wealth Management
New York
$19M
3
MPPLM
3
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.75M
4
Bank of America
4
Bank of America
North Carolina
$83.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.98M

Top Sellers

1
DWP
1
Destiny Wealth Partners
Florida
$0
2
EWM
2
Executive Wealth Management
Michigan
$0
3
LPL Financial
3
LPL Financial
California
$2.38M
4
Wells Fargo
4
Wells Fargo
California
$28M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
151
Sound Income Strategies
Florida
$196 5 – –
DWP
152
Destiny Wealth Partners
Florida
– – -270,964 Closed
EWM
153
Executive Wealth Management
Michigan
– – -145,842 Closed
SPC
154
Sigma Planning Corp
Michigan
– – -21,311 Closed
CWA
155
Capital Wealth Alliance
Arizona
– – -13,460 Closed
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
– – -7,502 Closed
ACM
157
Avalon Capital Management
California
– – -6,994 Closed
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
– – -5,717 Closed
BRWA
159
B. Riley Wealth Advisors
Florida
– – -5,666 Closed
KCM
160
KM Capital Management
Texas
– – -5,078 Closed
OWA
161
One Wealth Advisors
California
– – -3,418 Closed
CS
162
Comerica Securities
Michigan
– – -3,001 Closed
CT
163
Colonial Trust
South Carolina
– – -2,219 Closed
MCC
164
Money Concepts Capital
Florida
– – -2,038 Closed
GAG
165
Goodman Advisory Group
Massachusetts
– – -1,206 Closed
LFA
166
LGT Financial Advisors
Texas
– – -1,153 Closed
AP
167
Advisors Preferred
Maryland
– – -903 Closed
GWS
168
Glassman Wealth Services
Virginia
– – -500 Closed
NC
169
NewSquare Capital
Pennsylvania
– – -325 Closed
FFA
170
Farther Finance Advisors
California
– – -182 Closed
KFS
171
Kelly Financial Services
Massachusetts
– – -105 Closed
CFGS
172
Concourse Financial Group Securities
Alabama
– – – –
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