iShares North American Natural Resources ETF
IGE
100 hedge funds and large institutions have $125M invested in iShares North American Natural Resources ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 14 closing their positions.
3.74% less ownership
Funds ownership: 42.27% → 38.53% (-3.7%)
7% less funds holding
Funds holding: 107 → 100 (-7)
23% less capital invested
Capital invested by funds: $164M → $125M (-$38.3M)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.94M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$939K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$716K |
| 4 |
TC
Telemus Capital
Southfield,
Michigan
|
+$703K |
| 5 |
Goldman Sachs
New York
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$15.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.22M |
| 4 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$1.2M |
| 5 |
MFAM
M Financial Asset Management
Portland,
Oregon
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
101
Moller Wealth Partners
| – | -$324K | -14,965 | Closed |
|
102
Jane Street
New York
| – | -$255K | -11,753 | Closed |
|
|
VSWA
103
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| – | -$249K | -11,485 | Closed |
|
104
Comerica Bank
Dallas,
Texas
| – | -$207K | -9,205 | Closed |
|
|
PAG
105
Private Advisor Group
Morristown,
New Jersey
| – | -$103K | -4,746 | Closed |
|
106
JP Morgan Chase
New York
| – | -$30K | -1,362 | Closed |
|
|
MAWCM
107
Mine & Arao Wealth Creation & Management
Campbell,
California
| – | -$20K | -900 | Closed |
|
|
IBOK
108
Independence Bank of Kentucky
Owensboro,
Kentucky
| – | -$6K | -260 | Closed |
|
|
CWM
109
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | -$5K | -234 | Closed |
|
110
Fidelity Investments
Boston,
Massachusetts
| – | -$3K | -153 | Closed |
|
|
SF
111
Synovus Financial
Columbus,
Georgia
| – | -$3K | -121 | Closed |
|
|
OPS
112
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$2K | -86 | Closed |
|
IGE Hedge Fund Activity: Q3 2020 in Review
100 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2020, worth a combined $125M — down 23% from $164M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IGE and 7 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 27 added.
The largest buyer was Bank of America, adding an estimated $3.94M. The largest seller was BlackRock, cutting an estimated $15.3M.
- 100 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2020, down from 107 in Q2 2020.
- Funds reported $125M of iShares North American Natural Resources ETF stock for Q3 2020, down 23% quarter-over-quarter.
- 7 funds opened new iShares North American Natural Resources ETF positions in Q3 2020 and 14 closed out, a net change of -7 holders.
- The largest iShares North American Natural Resources ETF buyer in Q3 2020 was Bank of America, an estimated $3.94M added.
- The largest iShares North American Natural Resources ETF seller in Q3 2020 was BlackRock, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2020.