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iShares North American Natural Resources ETF

110 hedge funds and large institutions have $187M invested in iShares North American Natural Resources ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.81% less ownership

Funds ownership: 44.85%44.04% (-0.81%)

6% less funds holding

Funds holding: 117110 (-7)

11% less capital invested

Capital invested by funds: $210M → $187M (-$22.4M)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
110
Holders Change
-7
Holders Change %
-5.98%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
30
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
101
Roble Belko & Company
Pennsylvania
$2K -$4.48K -156 -70%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$2K
WTC
103
WhitTier Trust Company
Nevada
$2K
BW
104
Bison Wealth
Georgia
$1K
GI
105
Gradient Investments
Minnesota
$1K
LFG
106
Larson Financial Group
Missouri
$1K
SWA
107
SOA Wealth Advisors
New York
$1K
SPIA
108
Steward Partners Investment Advisory
New York
$1K
EWM
109
Executive Wealth Management
Michigan
-$4.06M -133,370 Closed
TRCT
110
Tower Research Capital (TRC)
New York
-$2.09M -68,818 Closed
AO
111
Advisor OS
Illinois
-$2.01M -66,156 Closed
MPPLM
112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$1.58M -51,877 Closed
NF
113
Nikulski Financial
Iowa
-$872K -30,602 Closed
AFWM
114
AMJ Financial Wealth Management
Virginia
-$831K -27,306 Closed
Prudential Financial
115
Prudential Financial
New Jersey
-$242K -7,950 Closed
TSS
116
Two Sigma Securities
New York
-$219K -7,196 Closed
SB
117
Strategic Blueprint
Georgia
-$30K -975 Closed
ASN
118
Advisory Services Network
Georgia
-$27K -892 Closed
FCA
119
FinTrust Capital Advisors
South Carolina
-$11K -375 Closed
MWP
120
MYCIO Wealth Partners
Pennsylvania
-$9K -280 Closed
KFP
121
KB Financial Partners
New Jersey
-$1K -33 Closed

IGE Hedge Fund Activity: Q3 2021 in Review

110 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2021, worth a combined $187M — down 11% from $210M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGE and 8 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 30 added.

The largest buyer was Avalon Capital Management, adding an estimated $5.41M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 110 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2021, down from 117 in Q2 2021.
  • Funds reported $187M of iShares North American Natural Resources ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 8 funds opened new iShares North American Natural Resources ETF positions in Q3 2021 and 13 closed out, a net change of -5 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q3 2021 was Avalon Capital Management, an estimated $5.41M added.
  • The largest iShares North American Natural Resources ETF seller in Q3 2021 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2021.