We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

117 hedge funds and large institutions have $167M invested in iShares North American Natural Resources ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $110M → $167M (+$57.4M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 107117 (+10)

8.44% more ownership

Funds ownership: 33.95%42.38% (+8.4%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

50% less call options, than puts

Call options by funds: $214K | Put options by funds: $425K

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
36
Reduced
34
Closed
9
Calls
$214K
Puts
$425K
Net Calls
-$211K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$415K +$398K +15,036 New
AAS
52
Avantax Advisory Services
Texas
$392K +$23.3K +880 +7%
BFA
53
Beacon Financial Advisory
Ohio
$373K -$215K -8,137 -38%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$373K -$34.2K -1,294 -9%
Osaic Holdings
55
Osaic Holdings
Arizona
$361K +$10.8K +409 +3%
XF
56
XML Financial
Maryland
$353K +$3.86K +146 +1%
Barclays
57
Barclays
United Kingdom
$353K +$339K +12,812 New
VA
58
Valmark Advisers
Ohio
$337K +$11.4K +432 +4%
EH
59
Equitable Holdings
New York
$326K +$56.4K +2,132 +22%
CAN
60
Cetera Advisor Networks
California
$318K -$5.96K -225 -2%
BOTW
61
Bank of the West
California
$309K -$15K -568 -5%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$301K -$15.5K -584 -5%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$271K -$46.7K -1,765 -15%
HI
64
Harbour Investments
Wisconsin
$249K +$239K +9,021 New
RCAG
65
Rehmann Capital Advisory Group
Michigan
$220K +$211K +7,972 New
Prudential Financial
66
Prudential Financial
New Jersey
$214K +$205K +7,754 New
AWM
67
Avior Wealth Management
Nebraska
$210K -$36.6K -1,382 -15%
GRP
68
Global Retirement Partners
California
$203K +$1.51K +57 +0.8%
Comerica Bank
69
Comerica Bank
Texas
$202K -$96.3K -3,639 -33%
Jennison Associates
70
Jennison Associates
New York
$201K -$290K -10,943 -60%
CAAS
71
Capital Asset Advisory Services
Michigan
$188K +$96.1K +3,632 +114%
AP
72
Advisors Preferred
Maryland
$156K +$146K +5,533 New
Citigroup
73
Citigroup
New York
$118K -$16.2K -611 -13%
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K +$5.58K +211 +5%
AIC
75
Ameritas Investment Company
Nebraska
$105K +$101K +3,800 New

IGE Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2021, worth a combined $167M — up 52% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGE positions and 9 closed out — a net gain of 11 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.12M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $167M of iShares North American Natural Resources ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 20 funds opened new iShares North American Natural Resources ETF positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2021 was Bank of America, an estimated $23.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2021.