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iShares North American Natural Resources ETF

154 hedge funds and large institutions have $359M invested in iShares North American Natural Resources ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

7% more capital invested

Capital invested by funds: $336M → $359M (+$23.1M)

5% more funds holding

Funds holding: 146154 (+8)

1.7% more ownership

Funds ownership: 53.98%55.67% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
154
Holders Change
+8
Holders Change %
+5.48%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
60
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$49.4M -$3.25M -66,379 -6%
Morgan Stanley
2
Morgan Stanley
New York
$41M +$509K +10,374 +1%
CNC
3
Citizens & Northern Corp
Pennsylvania
$24.7M -$145K -2,968 -0.6%
Bank of America
4
Bank of America
North Carolina
$24.7M +$147K +2,990 +0.6%
BPA
5
Beacon Pointe Advisors
California
$13.9M +$13.6M +277,095 New
Goldman Sachs
6
Goldman Sachs
New York
$13.8M -$881K -17,966 -6%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13.7M +$621K +12,667 +5%
LPL Financial
8
LPL Financial
California
$12.7M -$537K -10,952 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.4M -$1.75M -35,665 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.93M -$271K -5,525 -3%
SPIA
11
Steward Partners Investment Advisory
New York
$8.29M +$49.7K +1,014 +0.6%
Wells Fargo
12
Wells Fargo
California
$7.78M -$43.4K -886 -0.6%
AIP
13
Ameritas Investment Partners
Nebraska
$7.68M +$124K +2,534 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$6.77M +$2.05M +41,722 +45%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$6.26M +$6.11M +124,690 New
DADC
16
D.A. Davidson & Co
Montana
$5.85M -$265K -5,401 -4%
PFA
17
Pure Financial Advisors
California
$5.39M +$3.23K +66 +0.1%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$5.05M +$2.48M +50,500 +101%
CA
19
Clune & Associates
Illinois
$4.51M +$648K +13,220 +17%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.84M +$125K +2,545 +3%
MPPLM
21
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.33M +$3.25M +66,288 New
UBS Group
22
UBS Group
Switzerland
$3.32M -$512K -10,440 -14%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.81M +$83.3K +1,700 +3%
CMP
24
Courage Miller Partners
Virginia
$2.79M +$63.7K +1,300 +2%
Mariner
25
Mariner
Kansas
$2.52M +$11.2K +228 +0.5%