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iShares North American Natural Resources ETF

129 hedge funds and large institutions have $177M invested in iShares North American Natural Resources ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,333% more call options, than puts

Call options by funds: $129K | Put options by funds: $9K

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

2.69% more ownership

Funds ownership: 24.6%27.29% (+2.7%)

2% more funds holding

Funds holding: 126129 (+3)

8% less capital invested

Capital invested by funds: $192M → $177M (-$15M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 57

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
13
Increased
28
Reduced
57
Closed
9
Calls
$129K
Puts
$9K
Net Calls
+$120K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$157K +$5.87K +192 +4%
US Bancorp
77
US Bancorp
Minnesota
$119K
PWP
78
Personal Wealth Partners
Minnesota
$112K +$111K +3,643 New
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$111K +$2.05K +67 +2%
SPIA
80
Steward Partners Investment Advisory
New York
$90K +$90K +2,943 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$85K
SF
82
Synovus Financial
Georgia
$70K +$1.25K +41 +2%
BCI
83
Brinker Capital Investments
Pennsylvania
$65K +$65K +2,126 New
EK
84
Evensky & Katz
Florida
$51K -$3.46K -113 -6%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$48K
FPS
86
Fieldpoint Private Securities
Connecticut
$46K
PFSC
87
Peoples Financial Services Corp
Pennsylvania
$46K
FIB
88
First Interstate Bank
Montana
$45K -$1.96K -64 -4%
GWM
89
Geneos Wealth Management
Colorado
$41K
JCM
90
Jacobi Capital Management
Pennsylvania
$41K
TF
91
TimeScale Financial
Massachusetts
$39K +$38.8K +1,270 New
WTC
92
WhitTier Trust Company
Nevada
$38K -$1.53K -50 -4%
DWM
93
Doyle Wealth Management
Florida
$36K +$35.4K +1,157 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$34K +$22.2K +727 +186%
BA
95
Belvedere Advisors
California
$32K -$48.2K -1,575 -60%
TPWA
96
TRUE Private Wealth Advisors
Oregon
$27K +$27K +884 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$24K +$2.69K +88 +13%
ASN
98
Advisory Services Network
Georgia
$24K +$23.5K +770 New
AIM
99
Advantage Investment Management
Iowa
$23K -$153 -5 -0.7%
MWP
100
MYCIO Wealth Partners
Pennsylvania
$23K +$22.9K +748 New

IGE Hedge Fund Activity: Q2 2019 in Review

129 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2019, worth a combined $177M — down 7.8% from $192M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGE positions and 9 closed out — a net gain of 4 holders — while 28 added to existing stakes and 57 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.84M. The largest seller was Royal Bank of Canada, cutting an estimated $3.3M.

  • 129 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2019, up from 126 in Q1 2019.
  • Funds reported $177M of iShares North American Natural Resources ETF stock for Q2 2019, down 7.8% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2019 and 9 closed out, a net change of +4 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2019 was Susquehanna International Group, an estimated $1.84M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2019 was Royal Bank of Canada, an estimated $3.3M sold.

Based on aggregated 13F filings for Q2 2019.