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iShares North American Natural Resources ETF

146 hedge funds and large institutions have $313M invested in iShares North American Natural Resources ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
34
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$59.5M 1,430,335 -88,526 -6%
Morgan Stanley
2
Morgan Stanley
New York
$38.3M 921,892 -3,266 -0.4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.6M 470,071 -78,524 -14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$15.7M 377,741 +377,741 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$13.9M 333,770 -6,713 -2%
Goldman Sachs
6
Goldman Sachs
New York
$12.8M 308,239 -26,699 -8%
Wells Fargo
7
Wells Fargo
California
$11.7M 280,511 -37,589 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.4M 273,675 -40,923 -13%
TFF
9
The Family Firm
Maryland
$10.7M 257,385 -5,219 -2%
AIP
10
Ameritas Investment Partners
Nebraska
$5.07M 121,863 +2,380 +2%
DADC
11
D.A. Davidson & Co
Montana
$4.9M 117,894 +800 +0.7%
PFA
12
Pure Financial Advisors
California
$4.75M 114,264 -1,094 -0.9%
UBS Group
13
UBS Group
Switzerland
$4.48M 107,631 -40,029 -27%
Principal Financial Group
14
Principal Financial Group
Iowa
$4.38M 105,325
GLR
15
Great Lakes Retirement
Ohio
$4.37M 104,344 +4,734 +5%
TF
16
Theory Financial
Colorado
$3.64M 87,460 -4,422 -5%
LPL Financial
17
LPL Financial
California
$3.53M 84,912 +30,501 +56%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.15M 75,681 -1,460 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3M 72,205 +2,177 +3%
SPIA
20
Steward Partners Investment Advisory
New York
$2.96M 71,064 -2,832 -4%
AWS
21
Atria Wealth Solutions
New York
$2.87M 68,905 +1,064 +2%
MPPLM
22
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.81M 67,622 +67,622 New
WPWM
23
Windward Private Wealth Management
Kansas
$2.71M 65,084 -1,007 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.55M 61,305 -19,752 -24%
CWM
25
Congress Wealth Management
Massachusetts
$2.4M 57,781 +57,781 New