iShares North American Natural Resources ETF
IGE
143 hedge funds and large institutions have $1.2B invested in iShares North American Natural Resources ETF in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 10 closing their positions.
144% more call options, than puts
Call options by funds: $396K | Put options by funds: $162K
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
1% more funds holding
Funds holding: 141 → 143 (+2)
0.78% more ownership
Funds ownership: 56.63% → 57.42% (+0.78%)
1% less capital invested
Capital invested by funds: $1.22B → $1.2B (-$14.8M)
4% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$14.5M |
| 2 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$8.17M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$7.84M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$5.06M |
| 5 |
VF
Virtu Financial
New York
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$8.03M |
| 2 |
MCM
Makena Capital Management
Menlo Park,
California
|
-$5.72M |
| 3 |
Morgan Stanley
New York
|
-$4M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.76M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$2.2M |
IGE Hedge Fund Activity: Q2 2015 in Review
143 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2015, worth a combined $1.2B — down 1.2% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IGE positions and 10 closed out — a net gain of 4 holders — while 47 added to existing stakes and 49 trimmed.
The largest buyer was Edelman Financial Services, adding an estimated $14.5M. The largest seller was Convergent Wealth Advisors, cutting an estimated $8.03M.
- 143 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2015, up from 141 in Q1 2015.
- Funds reported $1.2B of iShares North American Natural Resources ETF stock for Q2 2015, down 1.2% quarter-over-quarter.
- 14 funds opened new iShares North American Natural Resources ETF positions in Q2 2015 and 10 closed out, a net change of +4 holders.
- The largest iShares North American Natural Resources ETF buyer in Q2 2015 was Edelman Financial Services, an estimated $14.5M added.
- The largest iShares North American Natural Resources ETF seller in Q2 2015 was Convergent Wealth Advisors, an estimated $8.03M sold.
Based on aggregated 13F filings for Q2 2015.