iShares North American Natural Resources ETF
IGE
113 hedge funds and large institutions have $118M invested in iShares North American Natural Resources ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 31 closing their positions.
9.83% more ownership
Funds ownership: 32.67% → 42.5% (+9.8%)
14% less funds holding
Funds holding: 132 → 113 (-19)
26% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 39
27% less capital invested
Capital invested by funds: $162M → $118M (-$43.8M)
55% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 31
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$37.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.9M |
| 3 |
Goldman Sachs
New York
|
+$7.99M |
| 4 |
Morgan Stanley
New York
|
+$5.11M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rampart Investment Management
Hartford,
Connecticut
|
-$7.07M |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$2.92M |
| 3 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$1.99M |
| 4 |
MIAS
Mason Investment Advisory Services
Reston,
Virginia
|
-$1.65M |
| 5 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$1.56M |
IGE Hedge Fund Activity: Q1 2020 in Review
113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2020, worth a combined $118M — down 27% from $162M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IGE and 14 opened new positions — a net loss of 17 holders — while 39 trimmed existing stakes and 29 added.
The largest buyer was BlackRock, adding an estimated $37.1M. The largest seller was Rampart Investment Management, exiting entirely with an estimated $7.07M sold.
- 113 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2020, down from 132 in Q4 2019.
- Funds reported $118M of iShares North American Natural Resources ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 14 funds opened new iShares North American Natural Resources ETF positions in Q1 2020 and 31 closed out, a net change of -17 holders.
- The largest iShares North American Natural Resources ETF buyer in Q1 2020 was BlackRock, an estimated $37.1M added.
- The largest iShares North American Natural Resources ETF seller in Q1 2020 was Rampart Investment Management, an estimated $7.07M sold.
Based on aggregated 13F filings for Q1 2020.