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iShares North American Natural Resources ETF

142 hedge funds and large institutions have $331M invested in iShares North American Natural Resources ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

33% more capital invested

Capital invested by funds: $248M → $331M (+$82.6M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

7% more funds holding

Funds holding: 133142 (+9)

9% more call options, than puts

Call options by funds: $47K | Put options by funds: $43K

3.29% less ownership

Funds ownership: 58.38%55.09% (-3.3%)

Holders
142
Holders Change
+9
Holders Change %
+6.77%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
48
Reduced
40
Closed
13
Calls
$47K
Puts
$43K
Net Calls
+$4K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$51.6M +$54.6M +1,206,720 New
Morgan Stanley
2
Morgan Stanley
New York
$40.7M +$4.76M +105,293 +12%
Bank of America
3
Bank of America
North Carolina
$31.5M +$632K +13,967 +2%
CNC
4
Citizens & Northern Corp
Pennsylvania
$18.7M +$19.8M +438,469 New
Goldman Sachs
5
Goldman Sachs
New York
$15.3M +$3.55M +78,461 +28%
LPL Financial
6
LPL Financial
California
$13.9M +$12.4M +273,567 +533%
TFF
7
The Family Firm
Maryland
$12.7M -$120K -2,644 -0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.4M -$491K -10,852 -4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$10.3M +$526K +11,626 +5%
Wells Fargo
10
Wells Fargo
California
$10.1M +$1.68M +37,113 +19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.81M -$9.77M -216,034 -51%
SPIA
12
Steward Partners Investment Advisory
New York
$6.59M +$2.75M +60,840 +65%
Ameriprise
13
Ameriprise
Minnesota
$6.07M +$192K +4,237 +3%
AIP
14
Ameritas Investment Partners
Nebraska
$5.8M +$57.6K +1,274 +0.9%
DADC
15
D.A. Davidson & Co
Montana
$5.15M -$26.8K -592 -0.5%
PFA
16
Pure Financial Advisors
California
$5.13M +$374K +8,258 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.27M -$1.05M -23,186 -19%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.73M +$529K +11,695 +15%
Jennison Associates
19
Jennison Associates
New York
$3.53M +$1.98M +43,788 +113%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.33M +$3.18M +70,239 +906%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.15M +$33.2K +734 +1%
CA
22
Clune & Associates
Illinois
$3.14M +$3.32M +73,463 New
UBS Group
23
UBS Group
Switzerland
$2.97M +$74.1K +1,639 +2%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$2.14M +$2.26M +50,000 New
CIA
25
Concurrent Investment Advisors
Florida
$2.1M +$17.7K +391 +0.8%

IGE Hedge Fund Activity: Q4 2024 in Review

142 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2024, worth a combined $331M — up 33% from $248M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IGE positions and 13 closed out — a net gain of 12 holders — while 48 added to existing stakes and 40 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $54.6M. The largest seller was Arkansas Financial Group, cutting an estimated $38.7M.

  • 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2024, up from 133 in Q3 2024.
  • Funds reported $331M of iShares North American Natural Resources ETF stock for Q4 2024, up 33% quarter-over-quarter.
  • 25 funds opened new iShares North American Natural Resources ETF positions in Q4 2024 and 13 closed out, a net change of +12 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2024 was AssetMark Inc, an estimated $54.6M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2024 was Arkansas Financial Group, an estimated $38.7M sold.

Based on aggregated 13F filings for Q4 2024.