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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

161 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, 62 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+15
Holders Change %
+10.27%
% 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
62
Reduced
40
Closed
14
Calls
$1.23M
Puts
$61K
Net Calls
+$1.17M
Net Calls Change
+$404K

Top Buyers

1
DWP
1
Destiny Wealth Partners
Florida
$11M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.4M
4
EWM
4
Executive Wealth Management
Michigan
$5.93M
5
Bank of America
5
Bank of America
North Carolina
$85.4M

Top Sellers

1
HF
1
HRT Financial
New York
$333K
2
TC
2
Telemus Capital
Michigan
$0
3
Jane Street
3
Jane Street
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$401K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$85.4M +$3.95M +97,142 +5%
Morgan Stanley
2
Morgan Stanley
New York
$67.4M +$7.94M +195,191 +13%
Wells Fargo
3
Wells Fargo
California
$31.8M +$539K +13,254 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.9M +$9.24M +227,352 +56%
MML Investors Services
5
MML Investors Services
Massachusetts
$20.4M +$1.88M +46,184 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$18.5M -$574K -14,126 -3%
MWM
7
MinichMacGregor Wealth Management
New York
$17.7M +$141K +3,478 +0.8%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$14.7M +$1.34M +32,881 +10%
Goldman Sachs
9
Goldman Sachs
New York
$13.8M -$66.1K -1,626 -0.5%
DWP
10
Destiny Wealth Partners
Florida
$11M +$11M +270,964 New
TFF
11
The Family Firm
Maryland
$10.1M -$133K -3,268 -1%
UBS Group
12
UBS Group
Switzerland
$8.42M +$801K +19,696 +11%
SFG
13
Sowa Financial Group
Rhode Island
$7.03M -$202K -4,958 -3%
Ameriprise
14
Ameriprise
Minnesota
$6.33M +$483K +11,888 +8%
EWM
15
Executive Wealth Management
Michigan
$5.93M +$5.71M +140,387 +2,574%
LPL Financial
16
LPL Financial
California
$5.8M +$263K +6,461 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.25M +$395K +9,716 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.18M +$2.3M +56,442 +79%
GLR
19
Great Lakes Retirement
Ohio
$5.14M +$5.14M +126,474 New
DADC
20
D.A. Davidson & Co
Montana
$4.81M -$203 -5 -0%
MAP
21
Milestone Advisory Partners
North Carolina
$4.63M -$110K -2,716 -2%
AIP
22
Ameritas Investment Partners
Nebraska
$4.36M +$158K +3,878 +4%
PFA
23
Pure Financial Advisors
California
$4.36M -$135K -3,330 -3%
OCM
24
One Capital Management
California
$4.23M +$334K +8,226 +9%
CCA
25
Cadent Capital Advisors
Oklahoma
$4.21M +$5.41K +133 +0.1%
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