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iShares North American Natural Resources ETF

107 hedge funds and large institutions have $164M invested in iShares North American Natural Resources ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more capital invested

Capital invested by funds: $118M → $164M (+$45.4M)

0.23% less ownership

Funds ownership: 42.5%42.27% (-0.23%)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

5% less funds holding

Funds holding: 113107 (-6)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
107
Holders Change
-6
Holders Change %
-5.31%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
33
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
76
Capital Asset Advisory Services
Michigan
$13K +$11.6K +556 New
CFD
77
Creative Financial Designs
Indiana
$11K
GWM
78
Geneos Wealth Management
Colorado
$11K
GWS
79
Glassman Wealth Services
Virginia
$11K
Northern Trust
80
Northern Trust
Illinois
$11K +$10.8K +518 New
KTC
81
Kistler-Tiffany Companies
Pennsylvania
$10K -$3.18K -153 -26%
FHA
82
Flagship Harbor Advisors
Massachusetts
$8K
PA
83
Parallel Advisors
California
$8K +$104 +5 +1%
TWA
84
TCI Wealth Advisors
Arizona
$7K
IBOK
85
Independence Bank of Kentucky
Kentucky
$6K
MWP
86
MYCIO Wealth Partners
Pennsylvania
$6K
William Blair & Company
87
William Blair & Company
Illinois
$6K
GI
88
Gradient Investments
Minnesota
$6K +$2.27K +109 +58%
APA
89
American Portfolios Advisors
New York
$5.81K
CWM
90
Cranbrook Wealth Management
Michigan
$5K
AW
91
Avion Wealth
Texas
$4K -$3K -144 -45%
GAM
92
Gemmer Asset Management
California
$4K
Simplex Trading
93
Simplex Trading
Illinois
$4K +$4.16K +200 New
SF
94
Synovus Financial
Georgia
$3K -$23.4K -1,126 -90%
CIAS
95
Capital Investment Advisory Services
North Carolina
$3K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$3K
AF
97
Advisornet Financial
Minnesota
$3K +$62 +3 +2%
BW
98
Bison Wealth
Georgia
$3K +$2.64K +127 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$3K +$3.16K +152 +15,200%
OPS
100
Orion Portfolio Solutions
Nebraska
$2K

IGE Hedge Fund Activity: Q2 2020 in Review

107 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2020, worth a combined $164M — up 38% from $118M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IGE and 14 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $11.8M. The largest seller was BlackRock, cutting an estimated $13.4M.

  • 107 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2020, down from 113 in Q1 2020.
  • Funds reported $164M of iShares North American Natural Resources ETF stock for Q2 2020, up 38% quarter-over-quarter.
  • 14 funds opened new iShares North American Natural Resources ETF positions in Q2 2020 and 19 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2020 was Bank of America, an estimated $11.8M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2020 was BlackRock, an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2020.