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iShares North American Natural Resources ETF
IGE

134 hedge funds and large institutions have $218M invested in iShares North American Natural Resources ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 128 → 134 (+6)

2.57% less ownership

Funds ownership: 23.73% → 21.16% (-2.6%)

6% less capital invested

Capital invested by funds: $233M → $218M (-$14.7M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less call options, than puts

Call options by funds: $273K | Put options by funds: $407K

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
40
Reduced
48
Closed
14
Calls
$273K
Puts
$407K
Net Calls
-$134K
Net Calls Change
-$138K

Top Buyers

1
BlackRock
BlackRock
New York
+$4.17M
2
UBS Group
UBS Group
Switzerland
+$4.03M
3
TC
Telemus Capital
Michigan
+$1.84M
4
LPL Financial
LPL Financial
California
+$1.08M
5
TRCT
Tower Research Capital (TRC)
New York
+$904K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$15.2M
2
TSS
Two Sigma Securities
New York
-$10.6M
3
PFA
Pure Financial Advisors
California
-$3.63M
4
HFS
HL Financial Services
Kentucky
-$3.4M
5
Bank of America
Bank of America
North Carolina
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$223K +$2.42K +72 +1%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$218K -$24.4K -725 -11%
LFAS
78
Level Four Advisory Services
Texas
$209K -$8.69K -258 -4%
SCM
79
SOL Capital Management
Maryland
$208K +$197K +5,855 New
SPIA
80
Steward Partners Investment Advisory
New York
$171K – – –
IP
81
Intellectus Partners
California
$152K -$9.16K -272 -6%
CAL
82
Capital Analysts LLC
Pennsylvania
$151K -$228K -6,780 -61%
US Bancorp
83
US Bancorp
Minnesota
$144K -$842 -25 -0.6%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$139K – – –
Citigroup
85
Citigroup
New York
$131K +$16.1K +477 +15%
RWA
86
Ropes Wealth Advisors
Massachusetts
$112K +$106K +3,147 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$98K -$6.06K -180 -6%
FFW
88
Fusion Family Wealth
New York
$85K – – –
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$85K – – –
MOS
90
MGO One Seven
Ohio
$68K +$64.3K +1,910 New
LNB
91
Ledyard National Bank
$56K +$15.2K +450 +40%
AFNAS
92
American Financial Network Advisory Services
California
$55K -$11.9K -354 -18%
GWM
93
Geneos Wealth Management
Colorado
$54K – – –
FPS
94
Fieldpoint Private Securities
Connecticut
$53K – – –
FIB
95
First Interstate Bank
Montana
$53K – – –
PFSC
96
Peoples Financial Services Corp
Pennsylvania
$53K – – –
JCM
97
Jacobi Capital Management
Pennsylvania
$50K – – –
SWA
98
Sutton Wealth Advisors
Florida
$49.5K – – –
DOA
99
D'Orazio & Associates
Virginia
$46K +$202 +6 +0.5%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46K +$16.3K +484 +60%
2 3
4
5 6

IGE Hedge Fund Activity: Q4 2017 in Review

134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2017, worth a combined $218M — down 6.3% from $233M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGE positions and 14 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $4.17M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $218M of iShares North American Natural Resources ETF stock for Q4 2017, down 6.3% quarter-over-quarter.
  • 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2017 and 14 closed out, a net change of +7 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2017 was BlackRock, an estimated $4.17M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2017 was Goldman Sachs, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2017.