iShares North American Natural Resources ETF
IGE
129 hedge funds and large institutions have $216M invested in iShares North American Natural Resources ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 55 reducing their positions, and 13 closing their positions.
1.58% less ownership
Funds ownership: 25.12% → 23.54% (-1.6%)
4% less funds holding
Funds holding: 134 → 129 (-5)
17% less capital invested
Capital invested by funds: $260M → $216M (-$43.8M)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$11.6M |
| 2 |
BlackRock
New York
|
+$2.08M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.62M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$439K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.4M |
| 2 |
MI
Mercer Investments
Boston,
Massachusetts
|
-$3.87M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.06M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$2.98M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.23M |
IGE Hedge Fund Activity: Q2 2017 in Review
129 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2017, worth a combined $216M — down 17% from $260M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IGE and 9 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 36 added.
The largest buyer was MML Investors Services, opening a new position worth an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.
- 129 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2017, down from 134 in Q1 2017.
- Funds reported $216M of iShares North American Natural Resources ETF stock for Q2 2017, down 17% quarter-over-quarter.
- 9 funds opened new iShares North American Natural Resources ETF positions in Q2 2017 and 13 closed out, a net change of -4 holders.
- The largest iShares North American Natural Resources ETF buyer in Q2 2017 was MML Investors Services, an estimated $11.6M added.
- The largest iShares North American Natural Resources ETF seller in Q2 2017 was Morgan Stanley, an estimated $14.4M sold.
Based on aggregated 13F filings for Q2 2017.