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iShares North American Natural Resources ETF
IGE

132 hedge funds and large institutions have $162M invested in iShares North American Natural Resources ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 123 → 132 (+9)

5.22% more ownership

Funds ownership: 27.45% → 32.67% (+5.2%)

4% more capital invested

Capital invested by funds: $155M → $162M (+$6.76M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
29
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$2.52M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.86M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$953K
4
Jennison Associates
Jennison Associates
New York
+$818K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$768K

Top Sellers

1
VF
Virtu Financial
New York
-$2.87M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$890K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.59M -$196K -6,734 -11%
MSWMA
27
Market Street Wealth Management Advisors
Indiana
$1.56M -$387K -13,279 -20%
LPL Financial
28
LPL Financial
California
$1.4M -$145K -4,966 -10%
UBS Group
29
UBS Group
Switzerland
$1.35M -$242K -8,309 -16%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.28M -$407K -13,947 -25%
AMG
31
Asset Management Group
Connecticut
$1.17M -$123K -4,225 -10%
PIMG
32
Patriot Investment Management Group
Tennessee
$1.16M – – –
BOTW
33
Bank of the West
California
$1.14M -$4.75K -163 -0.4%
Jennison Associates
34
Jennison Associates
New York
$1.09M +$818K +28,038 +347%
Comerica Bank
35
Comerica Bank
Texas
$1.01M -$392K -13,443 -27%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$983K +$953K +32,670 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$947K +$254K +8,698 +38%
Ameriprise
38
Ameriprise
Minnesota
$929K +$126K +4,336 +16%
CMP
39
Courage Miller Partners
Virginia
$879K -$1.34K -46 -0.2%
BFA
40
Beacon Financial Advisory
Ohio
$780K +$757K +25,941 New
MFAM
41
M Financial Asset Management
Oregon
$741K -$50.5K -1,730 -7%
Goldman Sachs
42
Goldman Sachs
New York
$729K -$514K -17,632 -42%
AAS
43
Avantax Advisory Services
Texas
$627K +$606K +20,783 New
PFBT
44
Parkside Financial Bank & Trust
Missouri
$619K +$61.9K +2,121 +11%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$590K -$1.19M -40,804 -68%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$589K -$43.1K -1,479 -7%
APSP
47
Asset Planning Services (Pennsylvania)
Pennsylvania
$571K -$89.7K -3,074 -13%
XF
48
XML Financial
Maryland
$549K +$533K +18,256 New
GA
49
GFS Advisors
Texas
$514K -$23.6K -810 -5%
VCM
50
Versant Capital Management
Arizona
$502K +$6.48K +222 +1%
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3 4 5

IGE Hedge Fund Activity: Q4 2019 in Review

132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2019, worth a combined $162M — up 4.4% from $155M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGE positions and 19 closed out — a net gain of 11 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $2.52M. The largest seller was Virtu Financial, exiting entirely with an estimated $2.87M sold.

  • 132 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2019, up from 123 in Q3 2019.
  • Funds reported $162M of iShares North American Natural Resources ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 30 funds opened new iShares North American Natural Resources ETF positions in Q4 2019 and 19 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2019 was Truist Financial, an estimated $2.52M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2019 was Virtu Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2019.