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iShares North American Natural Resources ETF
IGE

124 hedge funds and large institutions have $1.23B invested in iShares North American Natural Resources ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

17% more capital invested

Capital invested by funds: $1.05B → $1.23B (+$180M)

4.88% more ownership

Funds ownership: 53.26% → 58.14% (+4.9%)

3% less funds holding

Funds holding: 128 → 124 (-4)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

85% less call options, than puts

Call options by funds: $649K | Put options by funds: $4.37M

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
4.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
14
Increased
47
Reduced
36
Closed
17
Calls
$649K
Puts
$4.37M
Net Calls
-$3.72M
Net Calls Change
-$3.93M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.9M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$44.9M
3
EFS
Edelman Financial Services
Virginia
+$17.4M
4
AIP
Ameritas Investment Partners
Nebraska
+$16.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$15.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$52.4M
2
Goldman Sachs
Goldman Sachs
New York
-$9.32M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.73M
4
MI
Mercer Investments
Massachusetts
-$3.36M
5
MIH
Madison Investment Holdings
Wisconsin
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.47M -$50.8K -1,243 -1%
LS
27
Lattice Strategies
Pennsylvania
$3.19M +$726K +17,784 +30%
HFS
28
HL Financial Services
Kentucky
$3.06M +$22K +539 +0.7%
LIM
29
Leavell Investment Management
Alabama
$2.96M -$317K -7,763 -10%
PFA
30
Pure Financial Advisors
California
$2.9M +$411K +10,062 +17%
CAL
31
Capital Analysts LLC
Pennsylvania
$2.82M +$75K +1,838 +3%
HB
32
Homrich & Berg
Georgia
$2.6M +$63.3K +1,551 +3%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.6M +$67.9K +1,662 +3%
AMG
34
Asset Management Group
Connecticut
$2.59M +$29.6K +726 +1%
PI
35
Placemark Investments
Illinois
$2.48M +$92.6K +2,269 +4%
CMP
36
Courage Miller Partners
Virginia
$2.47M +$13K +318 +0.5%
IFA
37
Interactive Financial Advisors
Illinois
$2.28M +$2.25M +55,003 New
BTS
38
BB&T Securities
Virginia
$2.14M +$211K +5,162 New
Northern Trust
39
Northern Trust
Illinois
$2.1M -$169K -4,128 -8%
RJA
40
Raymond James & Associates
Florida
$2.08M +$203K +4,979 +11%
CCT
41
Country Club Trust
Missouri
$1.92M -$198K -4,840 -9%
SWM
42
Strategic Wealth Management
Washington
$1.89M +$1.86M +45,550 New
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$1.75M +$104K +2,542 +6%
DADC
44
D.A. Davidson & Co
Montana
$1.67M +$6.25K +153 +0.4%
BAIA
45
Bel Air Investment Advisors
California
$1.48M -$133K -3,263 -8%
ACM
46
Avalon Capital Management
California
$1.33M +$342K +8,380 +35%
FAAS
47
First Allied Advisory Services
California
$1.23M +$203K +4,960 +20%
VF
48
Virtu Financial
New York
$1.16M +$1.14M +27,997 New
PFM
49
Phillips Financial Management
Indiana
$1.1M +$35.2K +862 +3%
Truist Financial
50
Truist Financial
North Carolina
$1M – – –
1
2
3 4 5

IGE Hedge Fund Activity: Q3 2013 in Review

124 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2013, worth a combined $1.23B — up 17% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IGE and 14 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 47 added.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $49.9M. The largest seller was Bank of America, cutting an estimated $52.4M.

  • 124 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2013, down from 128 in Q2 2013.
  • Funds reported $1.23B of iShares North American Natural Resources ETF stock for Q3 2013, up 17% quarter-over-quarter.
  • 14 funds opened new iShares North American Natural Resources ETF positions in Q3 2013 and 17 closed out, a net change of -3 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2013 was Fidelity Investments, an estimated $49.9M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2013 was Bank of America, an estimated $52.4M sold.

Based on aggregated 13F filings for Q3 2013.