We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

127 hedge funds and large institutions have $187M invested in iShares North American Natural Resources ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $70K | Put options by funds: $50K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.16% less ownership

Funds ownership: 21.16%20% (-1.2%)

5% less funds holding

Funds holding: 134127 (-7)

14% less capital invested

Capital invested by funds: $218M → $187M (-$30.7M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
33
Reduced
50
Closed
18
Calls
$70K
Puts
$50K
Net Calls
+$20K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$1.95M +$172K +4,986 +9%
TC
27
Telemus Capital
Michigan
$1.88M +$73.8K +2,134 +4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.67M +$101K +2,932 +6%
BOTW
29
Bank of the West
California
$1.53M -$8.82K -255 -0.5%
AMG
30
Asset Management Group
Connecticut
$1.5M +$6.54K +189 +0.4%
PFM
31
Phillips Financial Management
Indiana
$1.37M +$19.6K +567 +1%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$1.09M -$9.82K -284 -0.9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$205K -5,917 -15%
LFG
34
LifePlan Financial Group
Ohio
$1.06M +$11.3K +326 +1%
CDIA
35
Capital Directions Investment Advisors
Georgia
$1.05M -$484 -14 -0%
CMP
36
Courage Miller Partners
Virginia
$1.01M -$141K -4,083 -12%
Goldman Sachs
37
Goldman Sachs
New York
$965K -$121K -3,500 -11%
Ameriprise
38
Ameriprise
Minnesota
$948K -$64.1K -1,853 -6%
SG Americas Securities
39
SG Americas Securities
New York
$718K +$214K +6,193 +40%
SWP
40
Stratos Wealth Partners
Ohio
$662K -$1.76K -51 -0.3%
SMC
41
Smith, Moore & Co
Missouri
$655K -$14.5K -420 -2%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$642K +$35.3K +1,022 +6%
VCM
43
Versant Capital Management
Arizona
$635K +$1.52K +44 +0.2%
AWM
44
Avior Wealth Management
Nebraska
$630K -$40K -1,157 -6%
AG
45
Advisor Group
Arizona
$603K -$126K -3,646 -17%
RJA
46
Raymond James & Associates
Florida
$589K +$20K +579 +3%
APSP
47
Asset Planning Services (Pennsylvania)
Pennsylvania
$551K +$2.14K +62 +0.4%
GA
48
GFS Advisors
Texas
$547K +$35.8K +1,036 +7%
Northern Trust
49
Northern Trust
Illinois
$481K -$10.4K -300 -2%
PFBT
50
Parkside Financial Bank & Trust
Missouri
$467K +$76K +2,197 +18%

IGE Hedge Fund Activity: Q1 2018 in Review

127 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2018, worth a combined $187M — down 14% from $218M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 12 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was Rampart Investment Management, opening a new position worth an estimated $7.05M. The largest seller was Virtus Investment Advisers, exiting entirely with an estimated $7.8M sold.

  • 127 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2018, down from 134 in Q4 2017.
  • Funds reported $187M of iShares North American Natural Resources ETF stock for Q1 2018, down 14% quarter-over-quarter.
  • 12 funds opened new iShares North American Natural Resources ETF positions in Q1 2018 and 18 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2018 was Rampart Investment Management, an estimated $7.05M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2018 was Virtus Investment Advisers, an estimated $7.8M sold.

Based on aggregated 13F filings for Q1 2018.