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iShares North American Natural Resources ETF
IGE

132 hedge funds and large institutions have $162M invested in iShares North American Natural Resources ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 123 → 132 (+9)

5.22% more ownership

Funds ownership: 27.45% → 32.67% (+5.2%)

4% more capital invested

Capital invested by funds: $155M → $162M (+$6.76M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
29
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$2.52M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.86M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$953K
4
Jennison Associates
Jennison Associates
New York
+$818K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$768K

Top Sellers

1
VF
Virtu Financial
New York
-$2.87M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$890K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
76
Moloney Securities Asset Management
Missouri
$204K +$198K +6,786 New
Citigroup
77
Citigroup
New York
$192K -$109K -3,725 -37%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K +$1.52K +52 +1%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$83K – – –
FIB
80
First Interstate Bank
Montana
$80K +$32.4K +1,111 +72%
SC
81
Stratford Consulting
Texas
$76K +$74K +2,538 New
PWP
82
Personal Wealth Partners
Minnesota
$67K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$66K -$6.91K -237 -10%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$48K +$88 +3 +0.2%
FPS
85
Fieldpoint Private Securities
Connecticut
$45K – – –
PFSC
86
Peoples Financial Services Corp
Pennsylvania
$45K – – –
JCM
87
Jacobi Capital Management
Pennsylvania
$41K – – –
TF
88
TimeScale Financial
Massachusetts
$38K – – –
BUB
89
BBVA USA Bancshares
Texas
$37K +$36.2K +1,242 New
WTC
90
WhitTier Trust Company
Nevada
$31K -$2.92K -100 -9%
GWM
91
Geneos Wealth Management
Colorado
$31K – – –
ASN
92
Advisory Services Network
Georgia
$31K +$7.64K +262 +34%
SFS
93
Sowell Financial Services
Arkansas
$29K +$27.9K +956 New
MAWCM
94
Mine & Arao Wealth Creation & Management
California
$27K +$26.3K +900 New
VCP
95
Verus Capital Partners
Arizona
$24K +$23K +790 New
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$21K +$20.9K +715 New
CFGS
98
Concourse Financial Group Securities
Alabama
$20K +$19.3K +660 New
APA
99
American Portfolios Advisors
New York
$18.4K +$3.33K +114 +23%
AA
100
AlphaMark Advisors
Kentucky
$18K – – –
2 3
4
5 6

IGE Hedge Fund Activity: Q4 2019 in Review

132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2019, worth a combined $162M — up 4.4% from $155M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGE positions and 19 closed out — a net gain of 11 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $2.52M. The largest seller was Virtu Financial, exiting entirely with an estimated $2.87M sold.

  • 132 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2019, up from 123 in Q3 2019.
  • Funds reported $162M of iShares North American Natural Resources ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 30 funds opened new iShares North American Natural Resources ETF positions in Q4 2019 and 19 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2019 was Truist Financial, an estimated $2.52M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2019 was Virtu Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2019.