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iShares North American Natural Resources ETF

117 hedge funds and large institutions have $210M invested in iShares North American Natural Resources ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

25% more capital invested

Capital invested by funds: $167M → $210M (+$42.5M)

2.47% more ownership

Funds ownership: 42.38%44.85% (+2.5%)

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
43
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6K +$2.99K +100 +114%
CIAS
102
Capital Investment Advisory Services
North Carolina
$5K
MA
103
MUFG Americas
New York
$5K
AF
104
Advisornet Financial
Minnesota
$5K +$90 +3 +2%
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$4K
APA
106
American Portfolios Advisors
New York
$2.83K
BW
107
Bison Wealth
Georgia
$2K -$2.3K -77 -61%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$2K
WTC
109
WhitTier Trust Company
Nevada
$2K
GI
110
Gradient Investments
Minnesota
$1K
KFP
111
KB Financial Partners
New Jersey
$1K
LFG
112
Larson Financial Group
Missouri
$1K
SWA
113
SOA Wealth Advisors
New York
$1K
SPIA
114
Steward Partners Investment Advisory
New York
$1K
HighTower Advisors
115
HighTower Advisors
Illinois
-$1.54M -55,963 Closed
HF
116
HRT Financial
New York
-$1.08M -39,224 Closed
GSC
117
G&S Capital
Colorado
-$799K -28,986 Closed
Barclays
118
Barclays
United Kingdom
-$353K -12,812 Closed
EH
119
Equitable Holdings
New York
-$326K -11,821 Closed
Jennison Associates
120
Jennison Associates
New York
-$201K -7,279 Closed
Comerica Bank
121
Comerica Bank
Texas
-$202K -7,270 Closed
AIC
122
Ameritas Investment Company
Nebraska
-$105K -3,800 Closed
CG
123
Cutler Group
California
-$86.6K -2,899 Closed
SFS
124
Sowell Financial Services
Arkansas
-$6K -203 Closed
AW
125
Avion Wealth
Texas
-$5K -176 Closed

IGE Hedge Fund Activity: Q2 2021 in Review

117 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2021, worth a combined $210M — up 25% from $167M a quarter earlier.

Fund positioning in IGE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 43 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.67M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $210M of iShares North American Natural Resources ETF stock for Q2 2021, up 25% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2021 was Bank of America, an estimated $13.9M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2021.