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iShares North American Natural Resources ETF

173 hedge funds and large institutions have $504M invested in iShares North American Natural Resources ETF in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more capital invested

Capital invested by funds: $359M → $504M (+$145M)

12% more funds holding

Funds holding: 154173 (+19)

8% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 52

0.54% more ownership

Funds ownership: 55.67%56.22% (+0.54%)

Holders
173
Holders Change
+19
Holders Change %
+12.34%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
39
Increased
56
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.9M +$17.3M +294,631 +36%
Bank of America
2
Bank of America
North Carolina
$62.9M +$29.8M +507,385 +103%
CNC
3
Citizens & Northern Corp
Pennsylvania
$29.6M -$1.34M -22,767 -5%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$20M +$2.55M +43,506 +16%
Goldman Sachs
5
Goldman Sachs
New York
$17.1M -$137K -2,329 -0.8%
LPL Financial
6
LPL Financial
California
$17.1M +$1.14M +19,417 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$16.8M +$2.36M +40,210 +18%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$14.5M +$6.18M +105,374 +85%
Wells Fargo
9
Wells Fargo
California
$13.7M +$3.69M +62,891 +41%
SPIA
10
Steward Partners Investment Advisory
New York
$12.3M +$1.79M +30,439 +18%
BPA
11
Beacon Pointe Advisors
California
$12.2M -$4.88M -83,209 -30%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.9M -$1.41M -24,035 -12%
UBS Group
13
UBS Group
Switzerland
$10.6M +$6.01M +102,508 +155%
AIP
14
Ameritas Investment Partners
Nebraska
$9.59M -$38.4K -655 -0.4%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$9.45M +$2.92M +49,700 +49%
NFG
16
Norris Financial Group
South Carolina
$8.93M +$8.32M +141,888 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$8.58M +$85K +1,449 +1%
KIM
18
Karpus Investment Management
New York
$8M +$7.45M +127,079 New
MWM
19
MinichMacGregor Wealth Management
New York
$8M +$7.45M +127,042 New
DADC
20
D.A. Davidson & Co
Montana
$7.69M +$330K +5,630 +5%
PFA
21
Pure Financial Advisors
California
$6.65M -$99.1K -1,689 -2%
CA
22
Clune & Associates
Illinois
$6.1M +$422K +7,198 +8%
MCM
23
Monument Capital Management
Virginia
$5.02M +$4.68M +79,801 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$4.09M +$3.81M +65,000 New
AssetMark Inc
25
AssetMark Inc
California
$4.02M -$54M -920,533 -94%