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iShares North American Natural Resources ETF

126 hedge funds and large institutions have $192M invested in iShares North American Natural Resources ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $50K | Put options by funds: $9K

2% more capital invested

Capital invested by funds: $187M → $192M (+$4.31M)

0.58% less ownership

Funds ownership: 25.18%24.6% (-0.58%)

4% less funds holding

Funds holding: 131126 (-5)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

39% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 46

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
17
Increased
28
Reduced
46
Closed
20
Calls
$50K
Puts
$9K
Net Calls
+$41K
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$16K +$61 +2 +0.4%
APA
102
American Portfolios Advisors
New York
$15.6K
SWA
103
Sutton Wealth Advisors
Florida
$14.9K
AIC
104
Ameritas Investment Company
Nebraska
$13K +$13.1K +427 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$12K -$122 -4 -1%
FHA
106
Flagship Harbor Advisors
Massachusetts
$12K
PB
107
Pinnacle Bancorp
Nebraska
$12K
CWM
108
Cranbrook Wealth Management
Michigan
$11K
TWA
109
TCI Wealth Advisors
Arizona
$10K
FFW
110
Fusion Family Wealth
New York
$9K -$826 -27 -9%
William Blair & Company
111
William Blair & Company
Illinois
$9K
IBOK
112
Independence Bank of Kentucky
Kentucky
$7K +$6.73K +220 New
CFD
113
Creative Financial Designs
Indiana
$6K
GAM
114
Gemmer Asset Management
California
$6K
CIAS
115
Capital Investment Advisory Services
North Carolina
$5K
AF
116
Advisornet Financial
Minnesota
$5K +$31 +1 +0.7%
BBPWM
117
Blue Bell Private Wealth Management
Pennsylvania
$4K
BFC
118
Bedel Financial Consulting
Indiana
$3K
MWC
119
MKD Wealth Coaches
Michigan
$2K -$48.3K -1,578 -97%
PCG
120
Private Capital Group
Connecticut
$2K
BWM
121
Baystate Wealth Management
Massachusetts
$2K +$2.35K +77 New
GI
122
Gradient Investments
Minnesota
$1K
LFG
123
Larson Financial Group
Missouri
$1K
SWM
124
SeaCrest Wealth Management
New York
$1K
Jennison Associates
125
Jennison Associates
New York
-$1.79M -65,806 Closed

IGE Hedge Fund Activity: Q1 2019 in Review

126 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2019, worth a combined $192M — up 2.3% from $187M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IGE and 17 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 28 added.

The largest buyer was Royal Bank of Canada, adding an estimated $7.02M. The largest seller was Envestnet Asset Management, cutting an estimated $20.2M.

  • 126 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2019, down from 131 in Q4 2018.
  • Funds reported $192M of iShares North American Natural Resources ETF stock for Q1 2019, up 2.3% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q1 2019 and 20 closed out, a net change of -3 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2019 was Royal Bank of Canada, an estimated $7.02M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2019.