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iShares North American Natural Resources ETF

140 hedge funds and large institutions have $328M invested in iShares North American Natural Resources ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0.11% more ownership

Funds ownership: 54.13%54.24% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 147140 (-7)

5% less capital invested

Capital invested by funds: $345M → $328M (-$17.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
50
Reduced
41
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$48.7M +$684K +15,955 +1%
Morgan Stanley
2
Morgan Stanley
New York
$37.3M -$2.97M -69,382 -8%
Bank of America
3
Bank of America
North Carolina
$28.9M -$3.09M -72,162 -10%
CNC
4
Citizens & Northern Corp
Pennsylvania
$21.9M -$192K -4,467 -0.9%
TFF
5
The Family Firm
Maryland
$14M +$440K +10,269 +3%
Goldman Sachs
6
Goldman Sachs
New York
$13.1M -$38.5K -899 -0.3%
LPL Financial
7
LPL Financial
California
$12M +$23.7K +553 +0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.6M +$519K +12,103 +5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$11.4M +$219K +5,102 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$10.9M +$9.63M +224,546 +1,412%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.86M +$308K +7,189 +4%
Wells Fargo
12
Wells Fargo
California
$7.68M -$664K -15,485 -8%
SPIA
13
Steward Partners Investment Advisory
New York
$7.32M -$5.88M -137,257 -45%
AIP
14
Ameritas Investment Partners
Nebraska
$6.36M +$144K +3,349 +2%
DADC
15
D.A. Davidson & Co
Montana
$5.38M +$18.9K +442 +0.4%
PFA
16
Pure Financial Advisors
California
$4.74M -$360K -8,393 -7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.22M -$127K -2,958 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.66M +$314K +7,319 +10%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.53M +$162K +3,786 +5%
CA
20
Clune & Associates
Illinois
$3.51M -$116K -2,701 -3%
UBS Group
21
UBS Group
Switzerland
$2.97M -$176K -4,099 -6%
CMP
22
Courage Miller Partners
Virginia
$2.3M +$413K +9,627 +23%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$2.23M
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.12M +$1.75M +40,801 +575%
ZC
25
Zeit Capital
Colorado
$2.08M +$66.8K +1,559 +3%

IGE Hedge Fund Activity: Q2 2025 in Review

140 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2025, worth a combined $328M — down 5.1% from $345M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 13 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 50 added.

The largest buyer was Osaic Holdings, adding an estimated $9.63M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $5.88M.

  • 140 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2025, down from 147 in Q1 2025.
  • Funds reported $328M of iShares North American Natural Resources ETF stock for Q2 2025, down 5.1% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2025 was Osaic Holdings, an estimated $9.63M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2025 was Steward Partners Investment Advisory, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2025.