ISHARES NORTH AMERICAN NATUR (IGE) Institutional Ownership Changes & 13F Activity
ISHARES NORTH AMERICAN NATUR (IGE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Morgan Stanley, Norris Financial Group, Llc, Beacon Pointe Advisors, Llc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +62,891 | +40.6% | 217,897 | $13.71M | Q1 2026 | Jul 08, 2026 |
| Norris Financial Group, Llc | Buy | +141,888 | — | 141,888 | $8.93M | Q1 2026 | May 20, 2026 |
| Bank Of America Corp | Buy | +507,385 | +103.3% | 998,585 | $62.85M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +30,354 | — | 30,354 | $1.91M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +6,225 | +47.8% | 19,260 | $1.21M | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +39 | +0.7% | 5,541 | $348.75K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +294,631 | +36.1% | 1,111,269 | $69.94M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -83,209 | -30.0% | 193,886 | $12.20M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +40,210 | +17.7% | 266,792 | $16.79M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +18,139 | — | 18,139 | $1.14M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +14,510 | — | 14,510 | $913.27K | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +13,353 | — | 13,353 | $840.00K | Q1 2026 | May 15, 2026 |
| Ieq Capital, Llc | Sell | -7,407 | -17.0% | 36,186 | $2.28M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +6,783 | +5217.7% | 6,913 | $435.16K | Q1 2026 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -4,845 | -100.0% | 0 | $0.00 | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | Buy | +3,995 | — | 3,995 | $251.45K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +3,467 | — | 3,467 | $218.21K | Q1 2026 | May 15, 2026 |
| Avalon Capital Management | Buy | +3,463 | — | 3,463 | $217.96K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -2,329 | -0.8% | 272,059 | $17.12M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Sell | -2,285 | -19.9% | 9,224 | $581.36K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -1,848 | -10.6% | 15,609 | $982.43K | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Sell | -1,594 | -21.9% | 5,699 | $358.69K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Sell | -1,408 | -73.4% | 510 | $32.10K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +1,291 | +4.3% | 31,203 | $1.96M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Sell | -502 | -2.3% | 21,705 | $1.37M | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Buy | +375 | +94.0% | 774 | $48.72K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +190 | +3.4% | 5,797 | $364.89K | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Sell | -187 | -2.4% | 7,583 | $477.21K | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Sell | -142 | -74.0% | 50 | $3.12K | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | Sell | -128 | -2.2% | 5,744 | $361.58K | Q1 2026 | May 15, 2026 |
Frequently asked questions about IGE activity
Which institutional owners are buying IGE?
Institutional owners buying IGE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IGE activity?
"Buy" means an investor increased their reported position in IGE compared to the prior reporting period. This reflects growing exposure to ISHARES NORTH AMERICAN NATUR (IGE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IGE increasing?
Institutional interest in IGE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.