iShares North American Natural Resources ETF
IGE
141 hedge funds and large institutions have $1.22B invested in iShares North American Natural Resources ETF in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 15 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
3% less funds holding
Funds holding: 145 → 141 (-4)
4.3% less ownership
Funds ownership: 60.93% → 56.63% (-4.3%)
11% less capital invested
Capital invested by funds: $1.38B → $1.22B (-$158M)
16% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 55
22% less call options, than puts
Call options by funds: $314K | Put options by funds: $402K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$23.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.1M |
| 3 |
Goldman Sachs
New York
|
+$12.6M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$11.2M |
| 5 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$91.9M |
| 2 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$31.3M |
| 3 |
MCM
Makena Capital Management
Menlo Park,
California
|
-$23.3M |
| 4 |
MFW
Meristem Family Wealth
Minnetonka,
Minnesota
|
-$15.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.4M |
IGE Hedge Fund Activity: Q1 2015 in Review
141 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2015, worth a combined $1.22B — down 11% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IGE and 14 opened new positions — a net loss of 1 holder — while 55 trimmed existing stakes and 46 added.
The largest buyer was Edelman Financial Services, adding an estimated $23.2M. The largest seller was Bank of America, cutting an estimated $91.9M.
- 141 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2015, down from 145 in Q4 2014.
- Funds reported $1.22B of iShares North American Natural Resources ETF stock for Q1 2015, down 11% quarter-over-quarter.
- 14 funds opened new iShares North American Natural Resources ETF positions in Q1 2015 and 15 closed out, a net change of -1 holder.
- The largest iShares North American Natural Resources ETF buyer in Q1 2015 was Edelman Financial Services, an estimated $23.2M added.
- The largest iShares North American Natural Resources ETF seller in Q1 2015 was Bank of America, an estimated $91.9M sold.
Based on aggregated 13F filings for Q1 2015.