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iShares North American Natural Resources ETF

134 hedge funds and large institutions have $218M invested in iShares North American Natural Resources ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 128134 (+6)

2.57% less ownership

Funds ownership: 23.73%21.16% (-2.6%)

6% less capital invested

Capital invested by funds: $233M → $218M (-$14.7M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less call options, than puts

Call options by funds: $273K | Put options by funds: $407K

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
40
Reduced
48
Closed
14
Calls
$273K
Puts
$407K
Net Calls
-$134K
Net Calls Change
-$138K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$45K -$371 -11 -0.9%
Barclays
102
Barclays
United Kingdom
$36K +$26.9K +800 +370%
AIM
103
Advantage Investment Management
Iowa
$35K -$438 -13 -1%
CFA
104
Carroll Financial Associates
North Carolina
$31K
AIM
105
Anchor Investment Management
South Carolina
$30.1K +$16.8K +500 +143%
Bessemer Group
106
Bessemer Group
New Jersey
$30K -$15.5K -460 -35%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$25K
KTC
108
Kistler-Tiffany Companies
Pennsylvania
$24K
SEI Investments
109
SEI Investments
Pennsylvania
$22K -$13.5K -400 -39%
AA
110
AlphaMark Advisors
Kentucky
$21K -$7.58K -225 -27%
CA
111
Calton & Associates
Florida
$18K +$16.8K +500 New
APA
112
American Portfolios Advisors
New York
$17.6K +$16.8K +498 New
BFEC
113
Benjamin F. Edwards & Company
Missouri
$15K
IA
114
IFP Advisors
Florida
$14K -$11.2K -333 -46%
CWM
115
Cranbrook Wealth Management
Michigan
$12K
TWA
116
TCI Wealth Advisors
Arizona
$11K
AOWM
117
Alpha Omega Wealth Management
Virginia
$10K
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$2.53K -75 -24%
CFD
119
Creative Financial Designs
Indiana
$7K -$1.11K -33 -15%
HR
120
Howe & Rusling
New York
$7K +$6.27K +186 New
W
121
WealthShield
North Carolina
$7K +$6.91K +205 New
WP
122
WealthShield Partners
North Carolina
$7K +$6.91K +205 New
GAM
123
Gemmer Asset Management
California
$6K
AF
124
Advisornet Financial
Minnesota
$5K +$4.78K +142 New
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$4K

IGE Hedge Fund Activity: Q4 2017 in Review

134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2017, worth a combined $218M — down 6.3% from $233M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGE positions and 14 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $4.17M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $218M of iShares North American Natural Resources ETF stock for Q4 2017, down 6.3% quarter-over-quarter.
  • 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2017 and 14 closed out, a net change of +7 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2017 was BlackRock, an estimated $4.17M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2017 was Goldman Sachs, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2017.