iShares North American Natural Resources ETF
IGE
152 hedge funds and large institutions have $438M invested in iShares North American Natural Resources ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 20 closing their positions.
606% more call options, than puts
Call options by funds: $247K | Put options by funds: $35K
0.62% more ownership
Funds ownership: 53.97% → 54.59% (+0.62%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less funds holding
Funds holding: 162 → 152 (-10)
10% less capital invested
Capital invested by funds: $488M → $438M (-$50.3M)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
46% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.6M |
| 2 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$2.01M |
| 3 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
+$1.94M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.43M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$11M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
-$5.93M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.63M |
| 5 |
Morgan Stanley
New York
|
-$2.46M |
IGE Hedge Fund Activity: Q1 2023 in Review
152 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2023, worth a combined $438M — down 10% from $488M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IGE and 13 opened new positions — a net loss of 7 holders — while 68 trimmed existing stakes and 37 added.
The largest buyer was Principal Financial Group, opening a new position worth an estimated $4.6M. The largest seller was Destiny Wealth Partners, exiting entirely with an estimated $11M sold.
- 152 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2023, down from 162 in Q4 2022.
- Funds reported $438M of iShares North American Natural Resources ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 13 funds opened new iShares North American Natural Resources ETF positions in Q1 2023 and 20 closed out, a net change of -7 holders.
- The largest iShares North American Natural Resources ETF buyer in Q1 2023 was Principal Financial Group, an estimated $4.6M added.
- The largest iShares North American Natural Resources ETF seller in Q1 2023 was Destiny Wealth Partners, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2023.