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iShares North American Natural Resources ETF
IGE

107 hedge funds and large institutions have $110M invested in iShares North American Natural Resources ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

7% more funds holding

Funds holding: 100 → 107 (+7)

4.58% less ownership

Funds ownership: 38.53% → 33.95% (-4.6%)

12% less capital invested

Capital invested by funds: $125M → $110M (-$15.5M)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $493K

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
23
Reduced
38
Closed
11
Calls
–
Puts
$493K
Net Calls
-$493K
Net Calls Change
-$493K

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$1.77M
2
BlackRock
BlackRock
New York
+$1.53M
3
HF
HRT Financial
New York
+$1.3M
4
DADC
D.A. Davidson & Co
Montana
+$1.2M
5
TFF
The Family Firm
Maryland
+$737K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$15.3M
2
Morgan Stanley
Morgan Stanley
New York
-$9.88M
3
Goldman Sachs
Goldman Sachs
New York
-$8.88M
4
FA
FDx Advisors
Illinois
-$4.58M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$296K -$121K -5,548 -30%
XF
52
XML Financial
Maryland
$295K -$39.3K -1,804 -12%
RIL
53
Rothschild Investment LLC
Illinois
$282K +$264K +12,125 New
CAN
54
Cetera Advisor Networks
California
$274K -$1.48M -68,051 -85%
BOTW
55
Bank of the West
California
$274K -$219K -10,067 -46%
VA
56
Valmark Advisers
Ohio
$274K +$392 +18 +0.2%
Comerica Bank
57
Comerica Bank
Texas
$272K +$238K +10,909 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$270K -$1.68K -77 -0.7%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$268K +$250K +11,486 New
TSS
60
Two Sigma Securities
New York
$244K +$229K +10,496 New
EH
61
Equitable Holdings
New York
$225K +$211K +9,689 New
AWM
62
Avior Wealth Management
Nebraska
$210K -$22.2K -1,018 -10%
MWP
63
Moller Wealth Partners
$205K +$191K +8,785 New
GRP
64
Global Retirement Partners
California
$170K +$1.24K +57 +0.8%
Citigroup
65
Citigroup
New York
$114K +$1.42K +65 +1%
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K +$719 +33 +0.9%
MFAM
67
M Financial Asset Management
Oregon
$85K – – –
CAAS
68
Capital Asset Advisory Services
Michigan
$74K +$57.4K +2,632 +473%
CG
69
Cutler Group
California
$60K +$56.6K +2,599 New
JCM
70
Jacobi Capital Management
Pennsylvania
$31K – – –
PFO
71
Pathstone Family Office
New Jersey
$25K – – –
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$25K +$24.3K +1,114 New
NFG
73
Next Financial Group
Texas
$23K +$13.1K +602 +155%
ASN
74
Advisory Services Network
Georgia
$21K – – –
KFI
75
Key Financial Inc
Pennsylvania
$19K +$17.9K +823 New
1 2
3
4 5

IGE Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2020, worth a combined $110M — down 12% from $125M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGE positions and 11 closed out — a net gain of 10 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.77M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 107 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2020, up from 100 in Q3 2020.
  • Funds reported $110M of iShares North American Natural Resources ETF stock for Q4 2020, down 12% quarter-over-quarter.
  • 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2020 and 11 closed out, a net change of +10 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $1.77M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2020 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2020.