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iShares North American Natural Resources ETF

111 hedge funds and large institutions have $206M invested in iShares North American Natural Resources ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $187M → $206M (+$18.9M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.93% more ownership

Funds ownership: 44.04%44.97% (+0.93%)

1% more funds holding

Funds holding: 110111 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
51
Parkside Financial Bank & Trust
Missouri
$502K -$13.8K -439 -3%
XF
52
XML Financial
Maryland
$458K +$568 +18 +0.1%
TRCT
53
Tower Research Capital (TRC)
New York
$401K +$402K +12,741 New
VA
54
Valmark Advisers
Ohio
$369K -$18.8K -595 -5%
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$366K -$58.4K -1,850 -14%
CAN
56
Cetera Advisor Networks
California
$352K +$4.16K +132 +1%
SFP
57
Sweet Financial Partners
Minnesota
$341K +$342K +10,834 New
Comerica Bank
58
Comerica Bank
Texas
$330K +$74.5K +2,362 +33%
Osaic Holdings
59
Osaic Holdings
Arizona
$306K -$301K -9,555 -50%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$303K -$791K -25,074 -72%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$289K -$496K -15,716 -63%
HW
62
Hancock Whitney
Mississippi
$270K +$270K +8,561 New
GAM
63
Gemmer Asset Management
California
$265K -$86K -2,728 -24%
PCM
64
Princeton Capital Management
New Jersey
$262K
BFA
65
Beacon Financial Advisory
Ohio
$248K -$4.07K -129 -2%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$236K -$75.1K -2,380 -24%
Prudential Financial
67
Prudential Financial
New Jersey
$232K +$229K +7,250 New
RCAG
68
Rehmann Capital Advisory Group
Michigan
$228K -$15.4K -489 -6%
FTS
69
Fifth Third Securities
Ohio
$214K +$215K +6,803 New
AO
70
Advisor OS
Illinois
$211K +$212K +6,717 New
NA
71
NewEdge Advisors
Louisiana
$206K +$206K +6,538 New
JMPWA
72
JP Morgan Private Wealth Advisors
California
$202K +$202K +6,416 New
AWM
73
Avior Wealth Management
Nebraska
$193K -$27.5K -872 -12%
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$131K +$1.01K +32 +0.8%
MFAM
75
M Financial Asset Management
Oregon
$57K -$4.04K -128 -7%

IGE Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2021, worth a combined $206M — up 10% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 16 closed out — a net gain of 1 holder — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Executive Wealth Management, opening a new position worth an estimated $4.05M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.41M sold.

  • 111 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $206M of iShares North American Natural Resources ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q4 2021 and 16 closed out, a net change of +1 holder.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2021 was Executive Wealth Management, an estimated $4.05M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.