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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $286M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
56
Closed
15
Calls
$445K
Puts
$364K
Net Calls
+$81K
Net Calls Change
+$114K

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$6.33M
2
OFW
2
Omnia Family Wealth
Florida
$4.47M
3
ACM
3
Avalon Capital Management
California
$3.56M
4
KWM
4
Kingsview Wealth Management
Oregon
$2.58M
5
CIA
5
Concurrent Investment Advisors
Florida
$1.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.9M
2
Bank of America
2
Bank of America
North Carolina
$31.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$5.97M
4
TF
4
Theory Financial
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$36.9M 819,254 -1,042,402 -56%
Bank of America
2
Bank of America
North Carolina
$31.5M 699,660 -572,111 -45%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.3M 406,415 -80,849 -17%
Goldman Sachs
4
Goldman Sachs
New York
$12.6M 280,862 -22,035 -7%
TFF
5
The Family Firm
Maryland
$12.1M 268,139 +3,712 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.8M 262,985 -8,733 -3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$11.2M 249,574 -52,980 -18%
Wells Fargo
8
Wells Fargo
California
$9.02M 200,516 -1,778 -0.9%
EWM
9
Executive Wealth Management
Michigan
$6.33M 139,621 +139,621 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$5.97M 132,729 -174,250 -57%
AIP
11
Ameritas Investment Partners
Nebraska
$5.7M 126,616 +2,671 +2%
DADC
12
D.A. Davidson & Co
Montana
$5.47M 121,672 +1,279 +1%
S
13
Sachetta
Massachusetts
$5.34M 131,213 – –
GLR
14
Great Lakes Retirement
Ohio
$5.33M 118,535 +5,754 +5%
PFA
15
Pure Financial Advisors
California
$4.96M 110,325 +44 +0%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$4.55M 101,088 +500 +0.5%
OFW
17
Omnia Family Wealth
Florida
$4.47M 99,287 +99,287 New
SPIA
18
Steward Partners Investment Advisory
New York
$4.23M 94,027 -41,365 -31%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.71M 82,538 +2,926 +4%
ACM
20
Avalon Capital Management
California
$3.56M 79,074 +79,074 New
AWS
21
Atria Wealth Solutions
New York
$3.24M 71,979 +1,401 +2%
LPL Financial
22
LPL Financial
California
$3.18M 70,699 -17,861 -20%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.1M 68,846 -12,827 -16%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.09M 68,614 +945 +1%
UBS Group
25
UBS Group
Switzerland
$3.01M 66,974 -9,751 -13%
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