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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

142 hedge funds and large institutions have $297M invested in iShares North American Natural Resources ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
-9
Holders Change %
-5.96%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
10
Increased
43
Reduced
55
Closed
18
Calls
$862K
Puts
$12K
Net Calls
+$850K
Net Calls Change
+$638K

Top Buyers

1
Jane Street
Jane Street
New York
$4.7M
2
TSS
Two Sigma Securities
New York
$733K
3
CI
CX Institutional
Indiana
$718K
4
Goldman Sachs
Goldman Sachs
New York
$13M
5
TFF
The Family Firm
Maryland
$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$35.9M
2
Bank of America
Bank of America
North Carolina
$59M
3
MWM
MinichMacGregor Wealth Management
New York
$0
4
Wells Fargo
Wells Fargo
California
$12.3M
5
MML Investors Services
MML Investors Services
Massachusetts
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$59M -$23.9M -616,513 -29%
Morgan Stanley
2
Morgan Stanley
New York
$35.9M -$26.1M -672,181 -42%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.3M -$1.6M -41,154 -7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$13.2M -$750K -19,324 -5%
Goldman Sachs
5
Goldman Sachs
New York
$13M +$568K +14,626 +5%
Wells Fargo
6
Wells Fargo
California
$12.3M -$15.4M -397,973 -56%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.2M -$4.34M -111,808 -26%
TFF
8
The Family Firm
Maryland
$10.2M +$292K +7,532 +3%
SFG
9
Sowa Financial Group
Rhode Island
$6.51M -$64.7K -1,667 -1%
UBS Group
10
UBS Group
Switzerland
$5.73M -$2.22M -57,221 -28%
Jane Street
11
Jane Street
New York
$4.7M +$4.39M +112,983 +1,403%
AIP
12
Ameritas Investment Partners
Nebraska
$4.64M +$202K +5,216 +5%
DADC
13
D.A. Davidson & Co
Montana
$4.55M -$15.1K -388 -0.3%
PFA
14
Pure Financial Advisors
California
$4.48M +$47.4K +1,221 +1%
Principal Financial Group
15
Principal Financial Group
Iowa
$4.09M -$334K -8,600 -8%
WDL
16
Well Done LLC
Michigan
$3.9M -$110K -2,823 -3%
GLR
17
Great Lakes Retirement
Ohio
$3.87M +$130K +3,336 +3%
TF
18
Theory Financial
Colorado
$3.57M +$226K +5,819 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.15M +$216K +5,559 +7%
MML Investors Services
20
MML Investors Services
Massachusetts
$3M -$14.9M -383,299 -83%
SPIA
21
Steward Partners Investment Advisory
New York
$2.87M -$375K -9,655 -12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.72M +$59.5K +1,532 +2%
AWS
23
Atria Wealth Solutions
New York
$2.63M -$52.3K -1,348 -2%
WPWM
24
Windward Private Wealth Management
Kansas
$2.57M -$23.1K -596 -0.9%
KPWS
25
Kestra Private Wealth Services
Texas
$2.2M +$12.2K +315 +0.6%
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