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iShares North American Natural Resources ETF
IGE

111 hedge funds and large institutions have $206M invested in iShares North American Natural Resources ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $187M → $206M (+$18.9M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

3% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 36

0.93% more ownership

Funds ownership: 44.04% → 44.97% (+0.93%)

1% more funds holding

Funds holding: 110 → 111 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
37
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Executive Wealth Management
Michigan
+$4.05M
2
BOTW
Bank of the West
California
+$1.47M
3
Goldman Sachs
Goldman Sachs
New York
+$1.36M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$1.32M
5
Bank of America
Bank of America
North Carolina
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.41M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$791K
3
Morgan Stanley
Morgan Stanley
New York
-$618K
4
TFF
The Family Firm
Maryland
-$545K
5
FA
FDx Advisors
Illinois
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$2K – – –
WTC
102
WhitTier Trust Company
Nevada
$2K – – –
Bessemer Group
103
Bessemer Group
New Jersey
$2K +$1.99K +63 New
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$2K +$1.99K +63 New
BWL
105
Bogart Wealth LLC
Virginia
$1K – – –
GI
106
Gradient Investments
Minnesota
$1K – – –
LFG
107
Larson Financial Group
Missouri
$1K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$1K – – –
SWA
109
SOA Wealth Advisors
New York
$1K +$32 +1 +2%
KFP
110
KB Financial Partners
New Jersey
$1K +$1.04K +33 New
FTUS
111
Flow Traders U.S.
New York
– -$1.41M -48,148 Closed
FA
112
FDx Advisors
Illinois
– -$500K -17,019 Closed
Jane Street
113
Jane Street
New York
– -$434K -14,761 Closed
SPC
114
Sigma Planning Corp
Michigan
– -$377K -12,846 Closed
HI
115
Harbour Investments
Wisconsin
– -$275K -9,353 Closed
HighTower Advisors
116
HighTower Advisors
Illinois
– -$213K -7,271 Closed
Wolverine Trading
117
Wolverine Trading
Illinois
– -$208K -7,021 Closed
CAAS
118
Capital Asset Advisory Services
Michigan
– -$195K -6,632 Closed
AP
119
Advisors Preferred
Maryland
– -$187K -6,240 Closed
GRP
120
Global Retirement Partners
California
– -$164K -5,580 Closed
JCM
121
Jacobi Capital Management
Pennsylvania
– -$40K -1,350 Closed
KTC
122
Kistler-Tiffany Companies
Pennsylvania
– -$10K -349 Closed
AA
123
AlphaMark Advisors
Kentucky
– -$9K -300 Closed
AF
124
Advisornet Financial
Minnesota
– -$5K -162 Closed
RBC
125
Roble Belko & Company
Pennsylvania
– -$2K -68 Closed
2 3 4
5
6

IGE Hedge Fund Activity: Q4 2021 in Review

111 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2021, worth a combined $206M — up 10% from $187M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGE positions and 16 closed out — a net gain of 1 holder — while 37 added to existing stakes and 36 trimmed.

The largest buyer was Executive Wealth Management, opening a new position worth an estimated $4.05M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.41M sold.

  • 111 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $206M of iShares North American Natural Resources ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 17 funds opened new iShares North American Natural Resources ETF positions in Q4 2021 and 16 closed out, a net change of +1 holder.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2021 was Executive Wealth Management, an estimated $4.05M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2021.