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iShares North American Natural Resources ETF
IGE

117 hedge funds and large institutions have $167M invested in iShares North American Natural Resources ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $110M → $167M (+$57.4M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

9% more funds holding

Funds holding: 107 → 117 (+10)

8.44% more ownership

Funds ownership: 33.95% → 42.38% (+8.4%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

50% less call options, than puts

Call options by funds: $214K | Put options by funds: $425K

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
36
Reduced
34
Closed
9
Calls
$214K
Puts
$425K
Net Calls
-$211K
Net Calls Change
+$282K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$23.2M
2
EWM
Executive Wealth Management
Michigan
+$2.92M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Morgan Stanley
Morgan Stanley
New York
+$2.38M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.88M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$3.12M
2
SPA
Sentinel Pension Advisors
Massachusetts
-$1.41M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$954K
4
WPWM
Windward Private Wealth Management
Kansas
-$881K
5
Citadel Advisors
Citadel Advisors
Florida
-$858K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
101
Bison Wealth
Georgia
$4K – – –
BBPWM
102
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
CIAS
103
Capital Investment Advisory Services
North Carolina
$4K – – –
APA
104
American Portfolios Advisors
New York
$2.56K – – –
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$2K – – –
Simplex Trading
106
Simplex Trading
Illinois
$2K – – –
WTC
107
WhitTier Trust Company
Nevada
$2K – – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$2K +$1.88K +71 New
GI
109
Gradient Investments
Minnesota
$1K -$2.88K -109 -71%
SWA
110
SOA Wealth Advisors
New York
$1K – – –
PA
111
Perennial Advisors
New York
$1K +$662 +25 New
KFP
112
KB Financial Partners
New Jersey
$1K +$873 +33 New
SPIA
113
Steward Partners Investment Advisory
New York
$855 – – –
SIS
114
Sound Income Strategies
Florida
$276 +$132 +5 +100%
SPA
115
Sentinel Pension Advisors
Massachusetts
– -$1.41M -60,377 Closed
Citadel Advisors
116
Citadel Advisors
Florida
– -$858K -36,854 Closed
Belvedere Trading
117
Belvedere Trading
Illinois
– -$545K -23,400 Closed
TSS
118
Two Sigma Securities
New York
– -$244K -10,496 Closed
MWP
119
Moller Wealth Partners
– -$205K -8,785 Closed
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
– -$25K -1,114 Closed
PFO
121
Pathstone Family Office
New Jersey
– -$25K -1,077 Closed
ASN
122
Advisory Services Network
Georgia
– -$21K -892 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– -$7.94K -300 -100%
AF
124
Allworth Financial
California
– -$4K -192 Closed
BWL
125
Bogart Wealth LLC
Virginia
– +$423 +16 New
1 2 3 4
5

IGE Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2021, worth a combined $167M — up 52% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGE positions and 9 closed out — a net gain of 11 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.12M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $167M of iShares North American Natural Resources ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 20 funds opened new iShares North American Natural Resources ETF positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2021 was Bank of America, an estimated $23.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2021.