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iShares North American Natural Resources ETF
IGE

143 hedge funds and large institutions have $1.23B invested in iShares North American Natural Resources ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more funds holding

Funds holding: 124 → 143 (+19)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

0% less capital invested

Capital invested by funds: $1.23B → $1.23B (-$5.51M)

2.97% less ownership

Funds ownership: 58.14% → 55.17% (-3%)

85% less call options, than puts

Call options by funds: $676K | Put options by funds: $4.58M

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
32
Increased
46
Reduced
40
Closed
10
Calls
$676K
Puts
$4.58M
Net Calls
-$3.91M
Net Calls Change
-$184K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$14.8M
2
U
UBS
Switzerland
+$7.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.83M
4
Bank of America
Bank of America
North Carolina
+$4.84M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$3.82M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.6M
2
Goldman Sachs
Goldman Sachs
New York
-$35M
3
JP Morgan Chase
JP Morgan Chase
New York
-$17M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.03M
5
Comerica Bank
Comerica Bank
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
51
Central Trust Company
Missouri
$1.16M +$1.14M +26,621 New
CWA
52
Convergent Wealth Advisors
Maryland
$1.08M +$1.06M +24,915 New
Truist Financial
53
Truist Financial
North Carolina
$1.05M +$2.47K +58 +0.2%
GA
54
GFS Advisors
Texas
$1.03M +$31.7K +744 +3%
ACM
55
Avalon Capital Management
California
$1.02M -$370K -8,680 -27%
NCM
56
Newgate Capital Management
Connecticut
$962K +$945K +22,162 New
CAN
57
Cetera Advisor Networks
California
$889K +$876K +20,542 New
CDIA
58
Capital Directions Investment Advisors
Georgia
$834K -$7.25K -170 -0.9%
LFG
59
LifePlan Financial Group
Ohio
$810K -$98.3K -2,304 -11%
WAM
60
Weatherly Asset Management
California
$809K -$43 -1 -0%
NES
61
New England Securities
New York
$801K +$309K +7,240 +65%
Brown Advisory
62
Brown Advisory
Maryland
$761K +$42.3K +992 +6%
CHFS
63
Cobble Hill Financial Services
New Jersey
$738K -$256K -6,000 -26%
WT
64
Wilmington Trust
Delaware
$710K – – –
WTC
65
WhitTier Trust Company
Nevada
$665K -$64K -1,500 -9%
AWM
66
Avior Wealth Management
Nebraska
$651K +$640K +15,003 New
Citigroup
67
Citigroup
New York
$624K -$20.6K -484 -3%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$613K -$162K -3,795 -21%
HighTower Advisors
69
HighTower Advisors
Illinois
$573K +$339K +7,941 +151%
SHA
70
Smith Hayes Advisers
Nebraska
$564K +$9.04K +212 +2%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$510K -$26.4K -619 -5%
MFS
72
MSI Financial Services
Massachusetts
$507K +$204K +4,786 +69%
CLOS
73
Compagnie Lombard Odier SCmA
Switzerland
$498K +$490K +11,485 New
LCM
74
LVM Capital Management
Michigan
$485K – – –
BFC
75
Blue Fin Capital
Rhode Island
$481K +$473K +11,091 New
1 2
3
4 5

IGE Hedge Fund Activity: Q4 2013 in Review

143 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2013, worth a combined $1.23B — down 0.45% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGE positions and 10 closed out — a net gain of 22 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $14.8M. The largest seller was Fidelity Investments, exiting entirely with an estimated $50.6M sold.

  • 143 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2013, up from 124 in Q3 2013.
  • Funds reported $1.23B of iShares North American Natural Resources ETF stock for Q4 2013, down 0.45% quarter-over-quarter.
  • 32 funds opened new iShares North American Natural Resources ETF positions in Q4 2013 and 10 closed out, a net change of +22 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2013 was Edelman Financial Services, an estimated $14.8M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2013 was Fidelity Investments, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2013.