iShares North American Natural Resources ETF
IGE
142 hedge funds and large institutions have $338M invested in iShares North American Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 18 closing their positions.
8% more capital invested
Capital invested by funds: $313M → $338M (+$24.3M)
6.14% more ownership
Funds ownership: 52.11% → 58.26% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 18
3% less funds holding
Funds holding: 146 → 142 (-4)
14% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 51
35% less call options, than puts
Call options by funds: $61K | Put options by funds: $94K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.76M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.6M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.05M |
| 5 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.42M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.17M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.04M |
| 4 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
-$2.81M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$2.09M |
IGE Hedge Fund Activity: Q4 2023 in Review
142 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2023, worth a combined $338M — up 7.8% from $313M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IGE and 17 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 44 added.
The largest buyer was Morgan Stanley, adding an estimated $38M. The largest seller was Bank of America, cutting an estimated $6.42M.
- 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2023, down from 146 in Q3 2023.
- Funds reported $338M of iShares North American Natural Resources ETF stock for Q4 2023, up 7.8% quarter-over-quarter.
- 17 funds opened new iShares North American Natural Resources ETF positions in Q4 2023 and 18 closed out, a net change of -1 holder.
- The largest iShares North American Natural Resources ETF buyer in Q4 2023 was Morgan Stanley, an estimated $38M added.
- The largest iShares North American Natural Resources ETF seller in Q4 2023 was Bank of America, an estimated $6.42M sold.
Based on aggregated 13F filings for Q4 2023.