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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $262M invested in iShares North American Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 51.55%51.02% (-0.53%)

6% less funds holding

Funds holding: 142134 (-8)

10% less capital invested

Capital invested by funds: $290M → $262M (-$28.2M)

21% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 53

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less call options, than puts

Call options by funds: $35K | Put options by funds: $202K

Holders
134
Holders Change
-8
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
42
Reduced
53
Closed
14
Calls
$35K
Puts
$202K
Net Calls
-$167K
Net Calls Change
-$248K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.6M +$1.58M +35,189 +4%
Bank of America
2
Bank of America
North Carolina
$29.3M -$1.47M -32,832 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.2M +$325K +7,249 +2%
Goldman Sachs
4
Goldman Sachs
New York
$12.9M +$591K +13,166 +5%
TFF
5
The Family Firm
Maryland
$12.6M +$9.58M +213,332 +80%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.9M +$322K +7,166 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$227K -5,053 -2%
Wells Fargo
8
Wells Fargo
California
$9.12M +$306K +6,813 +3%
Ameriprise
9
Ameriprise
Minnesota
$6.26M +$5.52M +122,978 +640%
AIP
10
Ameritas Investment Partners
Nebraska
$5.83M +$267K +5,952 +5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$5.75M -$90.7K -2,021 -2%
DADC
12
D.A. Davidson & Co
Montana
$5.36M +$5.12K +114 +0.1%
PFA
13
Pure Financial Advisors
California
$4.82M -$35.9K -800 -0.7%
OFW
14
Omnia Family Wealth
Florida
$4.49M +$119K +2,659 +3%
SPIA
15
Steward Partners Investment Advisory
New York
$4.14M -$1.89K -42 -0%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.26M -$377K -8,398 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.25M +$237K +5,281 +8%
NFG
18
Norris Financial Group
South Carolina
$3.21M -$713K -15,876 -18%
AWS
19
Atria Wealth Solutions
New York
$3.19M +$27.5K +613 +0.9%
UBS Group
20
UBS Group
Switzerland
$2.89M -$55K -1,225 -2%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.87M +$2.93M +65,300 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.85M -$186K -4,150 -6%
CWM
23
Congress Wealth Management
Massachusetts
$2.54M -$33.7K -750 -1%
LPL Financial
24
LPL Financial
California
$2.41M -$718K -15,992 -23%
WPWM
25
Windward Private Wealth Management
Kansas
$2.11M -$46.5K -1,035 -2%

IGE Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2024, worth a combined $262M — down 9.7% from $290M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IGE and 8 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 42 added.

The largest buyer was The Family Firm, adding an estimated $9.58M. The largest seller was Executive Wealth Management, exiting entirely with an estimated $6.33M sold.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2024, down from 142 in Q1 2024.
  • Funds reported $262M of iShares North American Natural Resources ETF stock for Q2 2024, down 9.7% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q2 2024 and 14 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2024 was The Family Firm, an estimated $9.58M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2024 was Executive Wealth Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2024.