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iShares North American Natural Resources ETF

111 hedge funds and large institutions have $206M invested in iShares North American Natural Resources ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $187M → $206M (+$18.9M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.93% more ownership

Funds ownership: 44.04%44.97% (+0.93%)

1% more funds holding

Funds holding: 110111 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
26
Bank of the West
California
$1.74M +$1.47M +46,498 +524%
SPA
27
Sentinel Pension Advisors
Massachusetts
$1.61M -$7.41K -235 -0.5%
KNW
28
Kesler Norman & Wride
Utah
$1.51M -$163K -5,154 -10%
LI
29
LVZ Inc
Michigan
$1.5M +$33.5K +1,062 +2%
AAS
30
Avantax Advisory Services
Texas
$1.41M +$596K +18,910 +73%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$1.41M +$1.32M +41,818 +1,441%
UBS Group
32
UBS Group
Switzerland
$1.34M -$134K -4,263 -9%
LPL Financial
33
LPL Financial
California
$1.15M +$12.6K +399 +1%
RIL
34
Rothschild Investment LLC
Illinois
$1.13M +$7.25K +230 +0.6%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.09M +$320K +10,131 +41%
KAS
36
Kestra Advisory Services
Texas
$1.08M -$26.6K -843 -2%
Jennison Associates
37
Jennison Associates
New York
$1.06M +$378K +11,987 +55%
OWA
38
Outlook Wealth Advisors
Texas
$939K +$525K +16,648 +126%
AMG
39
Asset Management Group
Connecticut
$873K +$14.4K +456 +2%
RJA
40
Raymond James & Associates
Florida
$824K -$58.6K -1,857 -7%
DC
41
Davenport & Co
Virginia
$818K +$142K +4,515 +21%
SS
42
Sunbelt Securities
Texas
$674K -$1.89K -60 -0.3%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$660K -$10.9K -345 -2%
Ameriprise
44
Ameriprise
Minnesota
$642K -$105K -3,344 -14%
CMP
45
Courage Miller Partners
Virginia
$604K -$3.12K -99 -0.5%
BIA
46
Biondo Investment Advisors
Pennsylvania
$594K +$49.2K +1,560 +9%
DFA
47
DHK Financial Advisors
New Hampshire
$590K +$591K +18,734 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$580K +$8.23K +261 +1%
PFM
49
Phillips Financial Management
Indiana
$548K
GA
50
GFS Advisors
Texas
$546K -$11.5K -365 -2%

IGE Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2021, worth a combined $206M — up 10% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 16 closed out — a net gain of 1 holder — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Executive Wealth Management, opening a new position worth an estimated $4.05M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.41M sold.

  • 111 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $206M of iShares North American Natural Resources ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q4 2021 and 16 closed out, a net change of +1 holder.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2021 was Executive Wealth Management, an estimated $4.05M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.