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iShares North American Natural Resources ETF
IGE

132 hedge funds and large institutions have $162M invested in iShares North American Natural Resources ETF in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 123 → 132 (+9)

5.22% more ownership

Funds ownership: 27.45% → 32.67% (+5.2%)

4% more capital invested

Capital invested by funds: $155M → $162M (+$6.76M)

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

Holders
132
Holders Change
+9
Holders Change %
+7.32%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
29
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$2.52M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.86M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$953K
4
Jennison Associates
Jennison Associates
New York
+$818K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$768K

Top Sellers

1
VF
Virtu Financial
New York
-$2.87M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$890K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
101
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
GWS
102
Glassman Wealth Services
Virginia
$15K +$14.6K +500 New
MWP
103
MYCIO Wealth Partners
Pennsylvania
$13K -$8.75K -300 -40%
PB
104
Pinnacle Bancorp
Nebraska
$12K – – –
FHA
105
Flagship Harbor Advisors
Massachusetts
$11K – – –
PA
106
Parallel Advisors
California
$11K +$321 +11 +3%
William Blair & Company
107
William Blair & Company
Illinois
$10K -$496 -17 -5%
TWA
108
TCI Wealth Advisors
Arizona
$10K – – –
EWM
109
EPG Wealth Management
Georgia
$10K +$9.34K +320 New
NFG
110
Next Financial Group
Texas
$8K -$1.43K -49 -15%
IA
111
IFP Advisors
Florida
$8K – – –
CWM
112
Cranbrook Wealth Management
Michigan
$7K – – –
CFD
113
Creative Financial Designs
Indiana
$6K – – –
HWM
114
Howard Wealth Management
Connecticut
$6K +$6.68K +229 New
GAM
115
Gemmer Asset Management
California
$5K – – –
AF
116
Advisornet Financial
Minnesota
$5K +$175 +6 +4%
MPCG
117
Matrix Private Capital Group
New York
$5K +$5.22K +179 New
SF
118
Synovus Financial
Georgia
$4K -$61.1K -2,096 -95%
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
CIAS
120
Capital Investment Advisory Services
North Carolina
$4K – – –
PCG
121
Private Capital Group
Connecticut
$4K +$2.42K +83 +166%
BRC
122
Bell Rock Capital
Delaware
$4K +$4.14K +142 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$3K -$759 -26 -18%
BFC
124
Bedel Financial Consulting
Indiana
$3K – – –
SFSG
125
Stearns Financial Services Group
North Carolina
$3K – – –
3 4
5
6 7

IGE Hedge Fund Activity: Q4 2019 in Review

132 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2019, worth a combined $162M — up 4.4% from $155M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IGE positions and 19 closed out — a net gain of 11 holders — while 29 added to existing stakes and 42 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $2.52M. The largest seller was Virtu Financial, exiting entirely with an estimated $2.87M sold.

  • 132 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2019, up from 123 in Q3 2019.
  • Funds reported $162M of iShares North American Natural Resources ETF stock for Q4 2019, up 4.4% quarter-over-quarter.
  • 30 funds opened new iShares North American Natural Resources ETF positions in Q4 2019 and 19 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2019 was Truist Financial, an estimated $2.52M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2019 was Virtu Financial, an estimated $2.87M sold.

Based on aggregated 13F filings for Q4 2019.