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iShares North American Natural Resources ETF

133 hedge funds and large institutions have $248M invested in iShares North American Natural Resources ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $13K | Put options by funds: $4K

7.36% more ownership

Funds ownership: 51.02%58.38% (+7.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 134133 (-1)

5% less capital invested

Capital invested by funds: $262M → $248M (-$13.8M)

20% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 50

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
50
Closed
10
Calls
$13K
Puts
$4K
Net Calls
+$9K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.3M -$314K -7,120 -0.8%
Bank of America
2
Bank of America
North Carolina
$31.8M +$2.45M +55,600 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.6M +$382K +8,662 +2%
TFF
4
The Family Firm
Maryland
$13.2M +$616K +13,972 +3%
Goldman Sachs
5
Goldman Sachs
New York
$12.3M -$644K -14,627 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.2M -$714K -16,199 -6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$10.2M -$619K -14,059 -6%
Wells Fargo
8
Wells Fargo
California
$8.74M -$398K -9,033 -4%
Ameriprise
9
Ameriprise
Minnesota
$6.08M -$191K -4,340 -3%
AIP
10
Ameritas Investment Partners
Nebraska
$5.93M +$83.1K +1,886 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$5.42M -$336K -7,630 -6%
DADC
12
D.A. Davidson & Co
Montana
$5.34M -$27.8K -631 -0.5%
PFA
13
Pure Financial Advisors
California
$4.92M +$95.1K +2,159 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$4.11M -$28.5K -646 -0.7%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.33M +$58.6K +1,329 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.21M -$42.5K -964 -1%
UBS Group
17
UBS Group
Switzerland
$2.99M +$91.2K +2,071 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.91M +$62.1K +1,410 +2%
AWS
19
Atria Wealth Solutions
New York
$2.69M -$506K -11,489 -16%
LPL Financial
20
LPL Financial
California
$2.26M -$149K -3,386 -6%
CIA
21
Concurrent Investment Advisors
Florida
$2.15M +$137K +3,106 +7%
WPWM
22
Windward Private Wealth Management
Kansas
$2.06M -$51.8K -1,176 -2%
ZC
23
Zeit Capital
Colorado
$1.99M -$39.5K -896 -2%
SFG
24
Sowa Financial Group
Rhode Island
$1.9M -$107K -2,419 -5%
ARC
25
Advisor Resource Council
Texas
$1.78M +$493K +11,185 +38%

IGE Hedge Fund Activity: Q3 2024 in Review

133 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2024, worth a combined $248M — down 5.3% from $262M a quarter earlier.

Fund positioning in IGE was balanced in Q3 2024: 10 funds opened new positions, 10 closed out, 40 added to existing stakes and 50 trimmed.

The largest buyer was Arkansas Financial Group, opening a new position worth an estimated $39.1M. The largest seller was Omnia Family Wealth, exiting entirely with an estimated $4.49M sold.

  • 133 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $248M of iShares North American Natural Resources ETF stock for Q3 2024, down 5.3% quarter-over-quarter.
  • 10 funds opened new iShares North American Natural Resources ETF positions in Q3 2024 and 10 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2024 was Arkansas Financial Group, an estimated $39.1M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2024 was Omnia Family Wealth, an estimated $4.49M sold.

Based on aggregated 13F filings for Q3 2024.