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iShares North American Natural Resources ETF

146 hedge funds and large institutions have $345M invested in iShares North American Natural Resources ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$49.3M -$5.57M -122,528 -10%
Morgan Stanley
2
Morgan Stanley
New York
$41.4M -$1.88M -41,305 -4%
Bank of America
3
Bank of America
North Carolina
$33M -$470K -10,328 -1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$22.7M +$2.78M +61,122 +14%
TFF
5
The Family Firm
Maryland
$13.9M -$8.48M -186,446 -38%
SPIA
6
Steward Partners Investment Advisory
New York
$13.8M +$6.75M +148,429 +96%
Goldman Sachs
7
Goldman Sachs
New York
$13.5M -$2.79M -61,462 -17%
LPL Financial
8
LPL Financial
California
$12.3M -$2.5M -55,030 -17%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$11.5M +$513K +11,289 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.3M +$294K +6,457 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.79M -$592K -13,028 -6%
Wells Fargo
12
Wells Fargo
California
$8.59M -$2.11M -46,447 -20%
AIP
13
Ameritas Investment Partners
Nebraska
$6.38M +$211K +4,637 +3%
Ameriprise
14
Ameriprise
Minnesota
$6.04M -$423K -9,302 -7%
DADC
15
D.A. Davidson & Co
Montana
$5.51M +$24.4K +536 +0.4%
PFA
16
Pure Financial Advisors
California
$5.25M -$205K -4,512 -4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.47M -$70.3K -1,547 -2%
CA
18
Clune & Associates
Illinois
$3.73M +$394K +8,655 +12%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.46M -$505K -11,104 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.43M +$76.2K +1,676 +2%
UBS Group
21
UBS Group
Switzerland
$3.24M +$76.8K +1,688 +2%
GWM
22
Geneos Wealth Management
Colorado
$2.63M +$1.11M +24,349 +73%
CIA
23
Concurrent Investment Advisors
Florida
$2.46M +$228K +5,018 +10%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$2.3M +$22.7K +500 +1%
ZC
25
Zeit Capital
Colorado
$2.12M -$20.7K -445 -1%