We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

117 hedge funds and large institutions have $167M invested in iShares North American Natural Resources ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $110M → $167M (+$57.4M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 107117 (+10)

8.44% more ownership

Funds ownership: 33.95%42.38% (+8.4%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

50% less call options, than puts

Call options by funds: $214K | Put options by funds: $425K

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
36
Reduced
34
Closed
9
Calls
$214K
Puts
$425K
Net Calls
-$211K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.36M +$346K +13,071 +36%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$1.34M +$1.29M +48,651 New
LI
28
LVZ Inc
Michigan
$1.19M +$421K +15,907 +58%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$76.5K +2,890 +7%
LPL Financial
30
LPL Financial
California
$1.15M +$21.3K +805 +2%
HF
31
HRT Financial
New York
$1.08M -$543K -20,508 -34%
KAS
32
Kestra Advisory Services
Texas
$940K -$22.3K -841 -2%
Ameriprise
33
Ameriprise
Minnesota
$933K +$381K +14,398 +74%
NF
34
Nikulski Financial
Iowa
$876K +$841K +31,775 New
UBS Group
35
UBS Group
Switzerland
$840K +$198K +7,482 +33%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$816K -$118K -4,447 -13%
GSC
37
G&S Capital
Colorado
$799K +$767K +28,986 New
AMG
38
Asset Management Group
Connecticut
$797K -$46.6K -1,759 -6%
RJA
39
Raymond James & Associates
Florida
$777K +$2.28K +86 +0.3%
RIL
40
Rothschild Investment LLC
Illinois
$754K +$403K +15,220 +126%
CMP
41
Courage Miller Partners
Virginia
$655K -$21.5K -814 -3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$600K -$653K -24,688 -53%
FA
43
FDx Advisors
Illinois
$597K -$46.4K -1,755 -7%
MHS
44
M Holdings Securities
Oregon
$495K -$35K -1,321 -7%
GA
45
GFS Advisors
Texas
$489K -$111K -4,203 -19%
PFM
46
Phillips Financial Management
Indiana
$480K
PFBT
47
Parkside Financial Bank & Trust
Missouri
$465K -$8.87K -335 -2%
BIA
48
Biondo Investment Advisors
Pennsylvania
$452K +$11.6K +440 +3%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$439K +$37.1K +1,400 +10%
GAM
50
Gemmer Asset Management
California
$435K +$413K +15,616 +8,676%

IGE Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2021, worth a combined $167M — up 52% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGE positions and 9 closed out — a net gain of 11 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.12M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $167M of iShares North American Natural Resources ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 20 funds opened new iShares North American Natural Resources ETF positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2021 was Bank of America, an estimated $23.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2021.