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iShares North American Natural Resources ETF

147 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 17 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

20% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 41

4% more funds holding

Funds holding: 142147 (+5)

4% more capital invested

Capital invested by funds: $331M → $345M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.96% less ownership

Funds ownership: 55.09%54.13% (-0.96%)

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
49
Reduced
41
Closed
11
Calls
$32K
Puts
Net Calls
+$32K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$49.3M -$5.46M -122,528 -10%
Morgan Stanley
2
Morgan Stanley
New York
$41.4M -$1.84M -41,305 -4%
Bank of America
3
Bank of America
North Carolina
$33M -$461K -10,328 -1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$22.7M +$2.73M +61,122 +14%
TFF
5
The Family Firm
Maryland
$13.9M -$8.31M -186,446 -38%
SPIA
6
Steward Partners Investment Advisory
New York
$13.8M +$6.62M +148,429 +96%
Goldman Sachs
7
Goldman Sachs
New York
$13.5M -$2.74M -61,462 -17%
LPL Financial
8
LPL Financial
California
$12.3M -$2.45M -55,030 -17%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$11.5M +$503K +11,289 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.3M +$288K +6,457 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.79M -$581K -13,028 -6%
Wells Fargo
12
Wells Fargo
California
$8.59M -$2.07M -46,447 -20%
AIP
13
Ameritas Investment Partners
Nebraska
$6.38M +$207K +4,637 +3%
Ameriprise
14
Ameriprise
Minnesota
$6.04M -$415K -9,302 -7%
DADC
15
D.A. Davidson & Co
Montana
$5.51M +$23.9K +536 +0.4%
PFA
16
Pure Financial Advisors
California
$5.25M -$201K -4,512 -4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.47M -$69K -1,547 -2%
CA
18
Clune & Associates
Illinois
$3.73M +$386K +8,655 +12%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.46M -$495K -11,104 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.43M +$74.7K +1,676 +2%
UBS Group
21
UBS Group
Switzerland
$3.24M +$75.3K +1,688 +2%
GWM
22
Geneos Wealth Management
Colorado
$2.63M +$1.09M +24,349 +73%
CIA
23
Concurrent Investment Advisors
Florida
$2.46M +$224K +5,018 +10%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$2.3M +$22.3K +500 +1%
ZC
25
Zeit Capital
Colorado
$2.12M -$19.8K -445 -1%

IGE Hedge Fund Activity: Q1 2025 in Review

147 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2025, worth a combined $345M — up 4.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 11 closed out — a net gain of 6 holders — while 49 added to existing stakes and 41 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.62M. The largest seller was The Family Firm, cutting an estimated $8.31M.

  • 147 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2025, up from 142 in Q4 2024.
  • Funds reported $345M of iShares North American Natural Resources ETF stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q1 2025 and 11 closed out, a net change of +6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2025 was Steward Partners Investment Advisory, an estimated $6.62M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2025 was The Family Firm, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2025.