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iShares North American Natural Resources ETF

117 hedge funds and large institutions have $210M invested in iShares North American Natural Resources ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

25% more capital invested

Capital invested by funds: $167M → $210M (+$42.5M)

2.47% more ownership

Funds ownership: 42.38%44.85% (+2.5%)

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
43
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$93K +$29.5K +987 +48%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$88K -$1.37M -45,749 -94%
MFAM
78
M Financial Asset Management
Oregon
$47K
JCM
79
Jacobi Capital Management
Pennsylvania
$41K
NFG
80
Next Financial Group
Texas
$30K
SB
81
Strategic Blueprint
Georgia
$30K +$29.1K +975 New
ASN
82
Advisory Services Network
Georgia
$27K +$26.6K +892 New
SPWG
83
Sage Private Wealth Group
Illinois
$25K +$119 +4 +0.5%
PMAS
84
PNC Managed Account Solutions
Texas
$25K +$24.2K +809 New
CFD
85
Creative Financial Designs
Indiana
$24K +$9.35K +313 +65%
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$188K +6,300 +909%
SWM
87
Spire Wealth Management
Virginia
$18K
GWM
88
Geneos Wealth Management
Colorado
$16K
GWS
89
Glassman Wealth Services
Virginia
$15K
PFSC
90
Peoples Financial Services Corp
Pennsylvania
$15K
PA
91
Parallel Advisors
California
$12K +$119 +4 +1%
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$11K
FCA
93
FinTrust Capital Advisors
South Carolina
$11K +$11.2K +375 New
KFI
94
Key Financial Inc
Pennsylvania
$10K
TWA
95
TCI Wealth Advisors
Arizona
$10K
AA
96
AlphaMark Advisors
Kentucky
$9K
MWP
97
MYCIO Wealth Partners
Pennsylvania
$9K
William Blair & Company
98
William Blair & Company
Illinois
$9K
CCM
99
Covington Capital Management
California
$8K +$7.67K +257 New
RBC
100
Roble Belko & Company
Pennsylvania
$7K +$90 +3 +1%

IGE Hedge Fund Activity: Q2 2021 in Review

117 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2021, worth a combined $210M — up 25% from $167M a quarter earlier.

Fund positioning in IGE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 43 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.67M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $210M of iShares North American Natural Resources ETF stock for Q2 2021, up 25% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2021 was Bank of America, an estimated $13.9M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2021.