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iShares North American Natural Resources ETF

107 hedge funds and large institutions have $110M invested in iShares North American Natural Resources ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

7% more funds holding

Funds holding: 100107 (+7)

4.58% less ownership

Funds ownership: 38.53%33.95% (-4.6%)

12% less capital invested

Capital invested by funds: $125M → $110M (-$15.5M)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $493K

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
23
Reduced
38
Closed
11
Calls
Puts
$493K
Net Calls
-$493K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$951K -$331K -15,211 -27%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$905K +$351K +16,098 +71%
Citadel Advisors
28
Citadel Advisors
Florida
$858K +$515K +23,613 +178%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$846K -$53.5K -2,455 -6%
KAS
30
Kestra Advisory Services
Texas
$821K -$43.5K -1,998 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$793K -$2.91M -133,700 -80%
KPWS
32
Kestra Private Wealth Services
Texas
$767K +$143K +6,548 +25%
AMG
33
Asset Management Group
Connecticut
$714K -$196K -8,998 -23%
RJA
34
Raymond James & Associates
Florida
$654K -$150K -6,892 -20%
LI
35
LVZ Inc
Michigan
$638K +$120K +5,515 +25%
CMP
36
Courage Miller Partners
Virginia
$572K -$157K -7,213 -23%
FA
37
FDx Advisors
Illinois
$545K -$4.58M -210,083 -90%
Belvedere Trading
38
Belvedere Trading
Illinois
$545K +$510K +23,400 New
UBS Group
39
UBS Group
Switzerland
$535K -$1.77M -81,340 -78%
GA
40
GFS Advisors
Texas
$511K -$1.63K -75 -0.3%
Ameriprise
41
Ameriprise
Minnesota
$504K -$129K -5,916 -23%
BFA
42
Beacon Financial Advisory
Ohio
$504K +$11K +503 +2%
MHS
43
M Holdings Securities
Oregon
$449K -$104K -4,789 -20%
Jennison Associates
44
Jennison Associates
New York
$424K +$397K +18,222 New
PFM
45
Phillips Financial Management
Indiana
$405K
PFBT
46
Parkside Financial Bank & Trust
Missouri
$400K -$49.3K -2,261 -12%
BIA
47
Biondo Investment Advisors
Pennsylvania
$372K -$52.5K -2,410 -13%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$345K -$31.6K -1,448 -9%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$338K +$19.1K +875 +6%
AAS
50
Avantax Advisory Services
Texas
$309K -$987K -45,310 -77%

IGE Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2020, worth a combined $110M — down 12% from $125M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGE positions and 11 closed out — a net gain of 10 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.77M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 107 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2020, up from 100 in Q3 2020.
  • Funds reported $110M of iShares North American Natural Resources ETF stock for Q4 2020, down 12% quarter-over-quarter.
  • 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2020 and 11 closed out, a net change of +10 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $1.77M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2020 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2020.