We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF
IGE

110 hedge funds and large institutions have $187M invested in iShares North American Natural Resources ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.81% less ownership

Funds ownership: 44.85% → 44.04% (-0.81%)

6% less funds holding

Funds holding: 117 → 110 (-7)

11% less capital invested

Capital invested by funds: $210M → $187M (-$22.4M)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
30
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Avalon Capital Management
California
+$5.41M
2
FTUS
Flow Traders U.S.
New York
+$1.38M
3
Goldman Sachs
Goldman Sachs
New York
+$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
+$906K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$703K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.6M
2
EWM
Executive Wealth Management
Michigan
-$4.06M
3
KNW
Kesler Norman & Wride
Utah
-$2.49M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.09M
5
AO
Advisor OS
Illinois
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$40K – – –
NFG
77
Next Financial Group
Texas
$29K – – –
SPWG
78
Sage Private Wealth Group
Illinois
$25K +$230 +8 +1%
CFD
79
Creative Financial Designs
Indiana
$23K – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$181K -6,300 -90%
SWM
81
Spire Wealth Management
Virginia
$18K – – –
GWM
82
Geneos Wealth Management
Colorado
$16K – – –
GWS
83
Glassman Wealth Services
Virginia
$15K – – –
PFSC
84
Peoples Financial Services Corp
Pennsylvania
$15K – – –
JP Morgan Chase
85
JP Morgan Chase
New York
$13K -$74.5K -2,592 -85%
PA
86
Parallel Advisors
California
$11K – – –
KFI
87
Key Financial Inc
Pennsylvania
$10K – – –
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
AA
89
AlphaMark Advisors
Kentucky
$9K – – –
TWA
90
TCI Wealth Advisors
Arizona
$9K – – –
CCM
91
Covington Capital Management
California
$9K +$1.26K +44 +17%
William Blair & Company
92
William Blair & Company
Illinois
$8K – – –
APA
93
American Portfolios Advisors
New York
$6.78K +$3.97K +138 +148%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$6K – – –
Citigroup
95
Citigroup
New York
$5K -$576K -20,058 -99%
AF
96
Advisornet Financial
Minnesota
$5K – – –
MA
97
MUFG Americas
New York
$5K – – –
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
CIAS
99
Capital Investment Advisory Services
North Carolina
$4K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$4K +$4.17K +145 +14,500%
1 2 3
4
5

IGE Hedge Fund Activity: Q3 2021 in Review

110 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2021, worth a combined $187M — down 11% from $210M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGE and 8 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 30 added.

The largest buyer was Avalon Capital Management, adding an estimated $5.41M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 110 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2021, down from 117 in Q2 2021.
  • Funds reported $187M of iShares North American Natural Resources ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q3 2021 and 13 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2021 was Avalon Capital Management, an estimated $5.41M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2021 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.