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iShares North American Natural Resources ETF

111 hedge funds and large institutions have $206M invested in iShares North American Natural Resources ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $187M → $206M (+$18.9M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.93% more ownership

Funds ownership: 44.04%44.97% (+0.93%)

1% more funds holding

Funds holding: 110111 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
37
Reduced
36
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
76
Surevest
California
$48K +$48.5K +1,538 New
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$39K +$32.8K +1,041 +554%
NFG
78
Next Financial Group
Texas
$31K +$221 +7 +0.7%
SPWG
79
Sage Private Wealth Group
Illinois
$26K +$189 +6 +0.7%
CFD
80
Creative Financial Designs
Indiana
$25K
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$22K
SWM
82
Spire Wealth Management
Virginia
$20K +$1.55K +49 +8%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$19.8K +$19.8K +628 New
RA
84
Rise Advisors
New York
$19K +$19K +602 New
GWM
85
Geneos Wealth Management
Colorado
$16K
GWS
86
Glassman Wealth Services
Virginia
$16K
PFSC
87
Peoples Financial Services Corp
Pennsylvania
$16K
PA
88
Parallel Advisors
California
$12K +$158 +5 +1%
Citigroup
89
Citigroup
New York
$11K +$5.62K +178 +103%
TWA
90
TCI Wealth Advisors
Arizona
$10K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$10K +$5.33K +169 +116%
CCM
92
Covington Capital Management
California
$9K
William Blair & Company
93
William Blair & Company
Illinois
$9K
CG
94
Cutler Group
California
$9K +$9.46K +300 New
APA
95
American Portfolios Advisors
New York
$8.06K +$789 +25 +11%
JP Morgan Chase
96
JP Morgan Chase
New York
$6K -$8.86K -281 -62%
KFI
97
Key Financial Inc
Pennsylvania
$6K -$4.42K -140 -41%
CIAS
98
Capital Investment Advisory Services
North Carolina
$5K
MA
99
MUFG Americas
New York
$5K
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$4K

IGE Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2021, worth a combined $206M — up 10% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 16 closed out — a net gain of 1 holder — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Executive Wealth Management, opening a new position worth an estimated $4.05M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.41M sold.

  • 111 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $206M of iShares North American Natural Resources ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q4 2021 and 16 closed out, a net change of +1 holder.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2021 was Executive Wealth Management, an estimated $4.05M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.