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iShares North American Natural Resources ETF

132 hedge funds and large institutions have $162M invested in iShares North American Natural Resources ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 123132 (+9)

5.22% more ownership

Funds ownership: 27.45%32.67% (+5.2%)

4% more capital invested

Capital invested by funds: $155M → $162M (+$6.76M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
29
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$487K +$321 +11 +0.1%
RJA
52
Raymond James & Associates
Florida
$458K +$37.1K +1,273 +9%
AWM
53
Avior Wealth Management
Nebraska
$453K -$14.5K -497 -3%
NL
54
NEPC LLC
Massachusetts
$437K +$423K +14,511 New
HighTower Advisors
55
HighTower Advisors
Illinois
$420K +$127K +4,355 +46%
Deutsche Bank
56
Deutsche Bank
Germany
$403K +$195K +6,700 +99%
VA
57
Valmark Advisers
Ohio
$375K +$8.23K +282 +2%
SWP
58
Stratos Wealth Partners
Ohio
$369K +$26.3K +903 +8%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$353K -$30.6K -1,050 -8%
VSWA
60
Vontobel Swiss Wealth Advisors
Switzerland
$346K
PFM
61
Phillips Financial Management
Indiana
$345K
LFG
62
LifePlan Financial Group
Ohio
$334K -$75.7K -2,596 -19%
PFO
63
Pathstone Family Office
New Jersey
$324K
CS
64
Comerica Securities
Michigan
$320K +$45.8K +1,569 +17%
DADC
65
D.A. Davidson & Co
Montana
$311K +$302K +10,345 New
AG
66
Advisor Group
Arizona
$307K -$42.8K -1,466 -13%
ACM
67
Avalon Capital Management
California
$293K +$284K +9,722 New
RBC
68
Roble Belko & Company
Pennsylvania
$283K +$438 +15 +0.2%
EH
69
Equitable Holdings
New York
$274K +$265K +9,100 New
CFFP
70
Center for Financial Planning
Michigan
$271K +$263K +9,000 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$258K -$13.2K -453 -5%
HW
72
Hancock Whitney
Mississippi
$256K +$248K +8,517 New
GRP
73
Global Retirement Partners
California
$247K -$10.9K -374 -4%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$226K
FAAS
75
First Allied Advisory Services
California
$221K +$5.43K +186 +3%

IGE Hedge Fund Activity: Q4 2019 in Review

132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2019, worth a combined $162M — up 4.4% from $155M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGE positions and 19 closed out — a net gain of 11 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $2.52M. The largest seller was Virtu Financial, exiting entirely with an estimated $2.87M sold.

  • 132 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2019, up from 123 in Q3 2019.
  • Funds reported $162M of iShares North American Natural Resources ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 30 funds opened new iShares North American Natural Resources ETF positions in Q4 2019 and 19 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2019 was Truist Financial, an estimated $2.52M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2019 was Virtu Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2019.