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iShares North American Natural Resources ETF

107 hedge funds and large institutions have $110M invested in iShares North American Natural Resources ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

7% more funds holding

Funds holding: 100107 (+7)

4.58% less ownership

Funds ownership: 38.53%33.95% (-4.6%)

12% less capital invested

Capital invested by funds: $125M → $110M (-$15.5M)

39% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 38

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $493K

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
23
Reduced
38
Closed
11
Calls
Puts
$493K
Net Calls
-$493K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
76
Sage Private Wealth Group
Illinois
$19K +$17.9K +823 New
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$16K
GWM
78
Geneos Wealth Management
Colorado
$15K
GWS
79
Glassman Wealth Services
Virginia
$12K
PFSC
80
Peoples Financial Services Corp
Pennsylvania
$12K
CFD
81
Creative Financial Designs
Indiana
$11K
KTC
82
Kistler-Tiffany Companies
Pennsylvania
$10K
SFS
83
Sowell Financial Services
Arkansas
$9K -$12K -550 -58%
PA
84
Parallel Advisors
California
$9K -$6.49K -298 -44%
AA
85
AlphaMark Advisors
Kentucky
$7K -$6.54K -300 -50%
MWP
86
MYCIO Wealth Partners
Pennsylvania
$7K
TWA
87
TCI Wealth Advisors
Arizona
$7K
William Blair & Company
88
William Blair & Company
Illinois
$7K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$7K +$6.56K +301 New
RBC
90
Roble Belko & Company
Pennsylvania
$5K -$9.37K -430 -66%
AW
91
Avion Wealth
Texas
$4K
GAM
92
Gemmer Asset Management
California
$4K
AF
93
Advisornet Financial
Minnesota
$4K +$22 +1 +0.6%
MA
94
MUFG Americas
New York
$4K +$3.6K +165 New
AF
95
Allworth Financial
California
$4K +$4.18K +192 New
BW
96
Bison Wealth
Georgia
$3K
CIAS
97
Capital Investment Advisory Services
North Carolina
$3K
GI
98
Gradient Investments
Minnesota
$3K
APA
99
American Portfolios Advisors
New York
$2.17K -$3.81K -175 -65%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$2K

IGE Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2020, worth a combined $110M — down 12% from $125M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGE positions and 11 closed out — a net gain of 10 holders — while 23 added to existing stakes and 38 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.77M. The largest seller was Bank of America, cutting an estimated $15.3M.

  • 107 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2020, up from 100 in Q3 2020.
  • Funds reported $110M of iShares North American Natural Resources ETF stock for Q4 2020, down 12% quarter-over-quarter.
  • 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2020 and 11 closed out, a net change of +10 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $1.77M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2020 was Bank of America, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2020.