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iShares North American Natural Resources ETF

146 hedge funds and large institutions have $336M invested in iShares North American Natural Resources ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

4% more funds holding

Funds holding: 140146 (+6)

3% more capital invested

Capital invested by funds: $328M → $336M (+$8.22M)

0.26% less ownership

Funds ownership: 54.24%53.98% (-0.26%)

7% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 46

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
43
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$51.5M -$2.3M -49,429 -4%
Morgan Stanley
2
Morgan Stanley
New York
$39.5M -$1.66M -35,665 -4%
CNC
3
Citizens & Northern Corp
Pennsylvania
$24.3M +$17.7K +380 +0.1%
Bank of America
4
Bank of America
North Carolina
$23.9M -$7.7M -165,695 -25%
Goldman Sachs
5
Goldman Sachs
New York
$14.3M -$146K -3,147 -1%
LPL Financial
6
LPL Financial
California
$12.9M -$330K -7,106 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.9M +$27.3K +587 +0.2%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$12.8M +$123K +2,643 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.5M +$716K +15,400 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.97M +$131K +2,813 +1%
SPIA
11
Steward Partners Investment Advisory
New York
$8.05M -$58.8K -1,266 -0.8%
Wells Fargo
12
Wells Fargo
California
$7.65M -$817K -17,585 -10%
AIP
13
Ameritas Investment Partners
Nebraska
$7.38M +$312K +6,705 +5%
DADC
14
D.A. Davidson & Co
Montana
$5.98M +$18.7K +403 +0.3%
PFA
15
Pure Financial Advisors
California
$5.27M +$14.8K +318 +0.3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$4.57M -$105K -2,258 -2%
CA
17
Clune & Associates
Illinois
$3.75M -$134K -2,878 -4%
UBS Group
18
UBS Group
Switzerland
$3.75M +$438K +9,429 +14%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.63M -$274K -5,888 -7%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.67M +$1.2M +25,832 +91%
CMP
21
Courage Miller Partners
Virginia
$2.65M +$108K +2,320 +4%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$2.45M -$23.2K -500 -1%
Mariner
23
Mariner
Kansas
$2.45M +$1.3M +27,948 +127%
ZC
24
Zeit Capital
Colorado
$2.3M -$10.1K -217 -0.5%
BIA
25
Biondo Investment Advisors
Pennsylvania
$2.05M +$90.9K +1,955 +5%

IGE Hedge Fund Activity: Q3 2025 in Review

146 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2025, worth a combined $336M — up 2.5% from $328M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IGE positions and 13 closed out — a net gain of 10 holders — while 43 added to existing stakes and 46 trimmed.

The largest buyer was Mariner, adding an estimated $1.3M. The largest seller was Bank of America, cutting an estimated $7.7M.

  • 146 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2025, up from 140 in Q2 2025.
  • Funds reported $336M of iShares North American Natural Resources ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 23 funds opened new iShares North American Natural Resources ETF positions in Q3 2025 and 13 closed out, a net change of +10 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2025 was Mariner, an estimated $1.3M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2025 was Bank of America, an estimated $7.7M sold.

Based on aggregated 13F filings for Q3 2025.