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iShares North American Natural Resources ETF
IGE

143 hedge funds and large institutions have $1.23B invested in iShares North American Natural Resources ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more funds holding

Funds holding: 124 → 143 (+19)

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

0% less capital invested

Capital invested by funds: $1.23B → $1.23B (-$5.51M)

2.97% less ownership

Funds ownership: 58.14% → 55.17% (-3%)

85% less call options, than puts

Call options by funds: $676K | Put options by funds: $4.58M

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
32
Increased
46
Reduced
40
Closed
10
Calls
$676K
Puts
$4.58M
Net Calls
-$3.91M
Net Calls Change
-$184K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$14.8M
2
U
UBS
Switzerland
+$7.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.83M
4
Bank of America
Bank of America
North Carolina
+$4.84M
5
LMIM
Lockheed Martin Investment Management
Maryland
+$3.82M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.6M
2
Goldman Sachs
Goldman Sachs
New York
-$35M
3
JP Morgan Chase
JP Morgan Chase
New York
-$17M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.03M
5
Comerica Bank
Comerica Bank
Texas
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$216K +$5.16K +121 +2%
AT
102
Arden Trust
Delaware
$214K -$1.02K -24 -0.5%
BHWM
103
Bar Harbor Wealth Management
New Hampshire
$212K – – –
FNBTCON
104
First National Bank & Trust Co of Newtown
Pennsylvania
$208K +$205K +4,800 New
FNBSF
105
First National Bank Sioux Falls
South Dakota
$201K +$981 +23 +0.5%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$161K -$19.7K -462 -11%
LIA
107
LS Investment Advisors
Michigan
$138K – – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$120K – – –
CCS
109
Crosspoint Capital Strategies
California
$91K +$88.3K +2,070 New
FNBT
110
FineMark National Bank & Trust
Florida
$89K – – –
PSI
111
Pinnacle Summer Investments
Virginia
$85K +$73K +1,711 +663%
Invesco
112
Invesco
Georgia
$75K +$43 +1 +0.1%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$69K +$68.2K +1,600 New
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$65K – – –
PFSC
115
Peoples Financial Services Corp
Pennsylvania
$65K +$64K +1,500 New
FHA
116
First Horizon Advisors
Tennessee
$61K – – –
WA
117
WFG Advisors
Texas
$51K +$3.16K +74 +7%
PVH
118
Psagot Value Holdings
Israel
$50K – – –
CA
119
CapWealth Advisors
Tennessee
$44K -$27.9K -655 -39%
RIA
120
Regal Investment Advisors
Michigan
$39K – – –
V
121
Veritable
Delaware
$39K +$38.4K +900 New
GGPS
122
Gary Goldberg Planning Services
New York
$37K – – –
SSB
123
Sandy Spring Bank
Maryland
$36K +$35K +820 New
JFA
124
JNBA Financial Advisors
Minnesota
$33K – – –
SF
125
Synovus Financial
Georgia
$28K +$128 +3 +0.5%
3 4
5
6 7

IGE Hedge Fund Activity: Q4 2013 in Review

143 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2013, worth a combined $1.23B — down 0.45% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IGE positions and 10 closed out — a net gain of 22 holders — while 46 added to existing stakes and 40 trimmed.

The largest buyer was Edelman Financial Services, adding an estimated $14.8M. The largest seller was Fidelity Investments, exiting entirely with an estimated $50.6M sold.

  • 143 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2013, up from 124 in Q3 2013.
  • Funds reported $1.23B of iShares North American Natural Resources ETF stock for Q4 2013, down 0.45% quarter-over-quarter.
  • 32 funds opened new iShares North American Natural Resources ETF positions in Q4 2013 and 10 closed out, a net change of +22 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2013 was Edelman Financial Services, an estimated $14.8M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2013 was Fidelity Investments, an estimated $50.6M sold.

Based on aggregated 13F filings for Q4 2013.