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iShares North American Natural Resources ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$83.6M 2,135,374 +35,457 +2%
Morgan Stanley
2
Morgan Stanley
New York
$62.6M 1,597,339 -61,034 -4%
Wells Fargo
3
Wells Fargo
California
$28M 716,073 -65,247 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.1M 589,749 -46,344 -7%
MWM
5
MinichMacGregor Wealth Management
New York
$19M 484,718 +49,714 +11%
MML Investors Services
6
MML Investors Services
Massachusetts
$18M 460,440 -41,366 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.7M 426,406 -27,465 -6%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$14.1M 359,807 -550 -0.2%
Goldman Sachs
9
Goldman Sachs
New York
$12.5M 320,312 -18,810 -6%
TFF
10
The Family Firm
Maryland
$9.99M 255,072 +7,275 +3%
UBS Group
11
UBS Group
Switzerland
$8.03M 204,881 -2,215 -1%
SFG
12
Sowa Financial Group
Rhode Island
$6.63M 169,298 -3,546 -2%
Ameriprise
13
Ameriprise
Minnesota
$5.65M 144,415 -11,221 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.79M 122,056 -6,971 -5%
DADC
15
D.A. Davidson & Co
Montana
$4.6M 117,482 -800 -0.7%
AIP
16
Ameritas Investment Partners
Nebraska
$4.48M 114,267 +7,060 +7%
PFA
17
Pure Financial Advisors
California
$4.47M 114,137 +6,998 +7%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.46M 113,925 +113,925 New
WDL
19
Well Done LLC
Michigan
$4.05M 103,269 +4,247 +4%
CCA
20
Cadent Capital Advisors
Oklahoma
$3.97M 101,446 -2,063 -2%
OCM
21
One Capital Management
California
$3.94M 100,531 -3,401 -3%
MAP
22
Milestone Advisory Partners
North Carolina
$3.86M 98,503 -15,346 -13%
GLR
23
Great Lakes Retirement
Ohio
$3.77M 96,274 -30,200 -24%
MPPLM
24
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.75M 95,692 +48,007 +101%
Stifel Financial
25
Stifel Financial
Missouri
$3.5M 89,327 -1,415 -2%