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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $336M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
44
Reduced
51
Closed
18
Calls
$61K
Puts
$94K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$75.8M
2
S
2
Sachetta
Massachusetts
$5.34M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.33M
4
SPIA
4
Steward Partners Investment Advisory
New York
$5.51M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$4.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$8.24M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$12.3M
4
MPPLM
4
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$0
5
QAM
5
Q3 Asset Management
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75.8M 1,861,656 +939,764 +102%
Bank of America
2
Bank of America
North Carolina
$51.8M 1,271,771 -158,564 -11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M 487,264 +17,193 +4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12.5M 306,979 -26,791 -8%
Goldman Sachs
5
Goldman Sachs
New York
$12.3M 302,897 -5,342 -2%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$12.3M 302,554 -75,187 -20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.1M 271,718 -1,957 -0.7%
TFF
8
The Family Firm
Maryland
$10.8M 264,427 +7,042 +3%
Wells Fargo
9
Wells Fargo
California
$8.24M 202,294 -78,217 -28%
SPIA
10
Steward Partners Investment Advisory
New York
$5.51M 135,392 +64,328 +91%
S
11
Sachetta
Massachusetts
$5.34M 131,213 +131,213 New
AIP
12
Ameritas Investment Partners
Nebraska
$5.05M 123,945 +2,082 +2%
DADC
13
D.A. Davidson & Co
Montana
$4.9M 120,393 +2,499 +2%
GLR
14
Great Lakes Retirement
Ohio
$4.59M 112,781 +8,437 +8%
PFA
15
Pure Financial Advisors
California
$4.49M 110,281 -3,983 -3%
Principal Financial Group
16
Principal Financial Group
Iowa
$4.29M 105,325 – –
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$4.1M 100,588 +50,588 +101%
TF
18
Theory Financial
Colorado
$3.68M 90,308 +2,848 +3%
LPL Financial
19
LPL Financial
California
$3.61M 88,560 +3,648 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.33M 81,673 +68,322 +512%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.24M 79,612 +3,931 +5%
UBS Group
22
UBS Group
Switzerland
$3.12M 76,725 -30,906 -29%
AWS
23
Atria Wealth Solutions
New York
$2.87M 70,578 +1,673 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.76M 67,669 -4,536 -6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.48M 60,865 -440 -0.7%
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