We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

107 hedge funds and large institutions have $164M invested in iShares North American Natural Resources ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more capital invested

Capital invested by funds: $118M → $164M (+$45.4M)

0.23% less ownership

Funds ownership: 42.5%42.27% (-0.23%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

5% less funds holding

Funds holding: 113107 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
51
XML Financial
Maryland
$323K +$7.16K +344 +2%
GA
52
GFS Advisors
Texas
$304K -$39.6K -1,905 -12%
VA
53
Valmark Advisers
Ohio
$271K +$6.95K +334 +3%
Jane Street
54
Jane Street
New York
$255K -$225K -10,814 -48%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$253K +$243K +11,703 New
VSWA
56
Vontobel Swiss Wealth Advisors
Switzerland
$249K
AWM
57
Avior Wealth Management
Nebraska
$232K -$76K -3,654 -25%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$215K +$206K +9,897 New
Comerica Bank
59
Comerica Bank
Texas
$207K -$399K -19,179 -68%
LFG
60
LifePlan Financial Group
Ohio
$192K -$47.1K -2,263 -20%
GRP
61
Global Retirement Partners
California
$180K +$1.66K +80 +1%
Citigroup
62
Citigroup
New York
$118K +$53.6K +2,576 +90%
PAG
63
Private Advisor Group
New Jersey
$103K +$98.7K +4,746 New
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K -$1.85K -89 -2%
PFSC
65
Peoples Financial Services Corp
Pennsylvania
$33K
JP Morgan Chase
66
JP Morgan Chase
New York
$30K +$28.3K +1,362 New
JCM
67
Jacobi Capital Management
Pennsylvania
$29K -$20.2K -973 -72%
PFO
68
Pathstone Family Office
New Jersey
$23K
WTC
69
WhitTier Trust Company
Nevada
$22K
SFS
70
Sowell Financial Services
Arkansas
$21K
MAWCM
71
Mine & Arao Wealth Creation & Management
California
$20K
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$15K
RBC
73
Roble Belko & Company
Pennsylvania
$14K -$182K -8,758 -93%
CFGS
74
Concourse Financial Group Securities
Alabama
$14K
AA
75
AlphaMark Advisors
Kentucky
$13K

IGE Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2020, worth a combined $164M — up 38% from $118M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGE and 14 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $11.8M. The largest seller was BlackRock, cutting an estimated $13.4M.

  • 107 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2020, down from 113 in Q1 2020.
  • Funds reported $164M of iShares North American Natural Resources ETF stock for Q2 2020, up 38% quarter-over-quarter.
  • 14 funds opened new iShares North American Natural Resources ETF positions in Q2 2020 and 19 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2020 was Bank of America, an estimated $11.8M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2020 was BlackRock, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.