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iShares North American Natural Resources ETF

117 hedge funds and large institutions have $210M invested in iShares North American Natural Resources ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

25% more capital invested

Capital invested by funds: $167M → $210M (+$42.5M)

2.47% more ownership

Funds ownership: 42.38%44.85% (+2.5%)

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
43
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
26
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M +$1.55M +51,877 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.56M +$58.4K +1,954 +4%
SPA
28
Sentinel Pension Advisors
Massachusetts
$1.48M +$1.45M +48,524 New
Ameriprise
29
Ameriprise
Minnesota
$1.41M +$374K +12,523 +37%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$97.4K +3,261 +8%
LI
31
LVZ Inc
Michigan
$1.33M +$12.4K +416 +1%
LPL Financial
32
LPL Financial
California
$1.21M -$57.1K -1,912 -5%
RIL
33
Rothschild Investment LLC
Illinois
$1.13M +$290K +9,700 +35%
KAS
34
Kestra Advisory Services
Texas
$1.06M +$18.5K +620 +2%
UBS Group
35
UBS Group
Switzerland
$974K +$46.1K +1,543 +5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$917K -$1.23M -41,048 -58%
RJA
37
Raymond James & Associates
Florida
$905K +$46.8K +1,568 +6%
NF
38
Nikulski Financial
Iowa
$872K -$35K -1,173 -4%
AMG
39
Asset Management Group
Connecticut
$858K -$20.9K -699 -2%
AFWM
40
AMJ Financial Wealth Management
Virginia
$831K +$816K +27,306 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$822K -$77.5K -2,595 -9%
Osaic Holdings
42
Osaic Holdings
Arizona
$805K +$398K +13,331 +102%
CMP
43
Courage Miller Partners
Virginia
$715K -$7.38K -247 -1%
GAM
44
Gemmer Asset Management
California
$663K +$179K +6,004 +38%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$658K -$4.39K -147 -0.7%
DC
46
Davenport & Co
Virginia
$646K +$634K +21,220 New
Citigroup
47
Citigroup
New York
$616K +$477K +15,963 +374%
FA
48
FDx Advisors
Illinois
$583K -$74.6K -2,497 -12%
AAS
49
Avantax Advisory Services
Texas
$542K +$110K +3,697 +26%
GA
50
GFS Advisors
Texas
$539K -$717 -24 -0.1%

IGE Hedge Fund Activity: Q2 2021 in Review

117 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2021, worth a combined $210M — up 25% from $167M a quarter earlier.

Fund positioning in IGE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 43 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.67M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $210M of iShares North American Natural Resources ETF stock for Q2 2021, up 25% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2021 was Bank of America, an estimated $13.9M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2021.