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iShares North American Natural Resources ETF
IGE

129 hedge funds and large institutions have $216M invested in iShares North American Natural Resources ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% less ownership

Funds ownership: 25.12% → 23.54% (-1.6%)

4% less funds holding

Funds holding: 134 → 129 (-5)

17% less capital invested

Capital invested by funds: $260M → $216M (-$43.8M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 55

Holders
129
Holders Change
-5
Holders Change %
-3.73%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
36
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$11.6M
2
BlackRock
BlackRock
New York
+$2.08M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.62M
4
AG
Advisor Group
Arizona
+$439K
5
MHS
M Holdings Securities
Oregon
+$376K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.4M
2
MI
Mercer Investments
Massachusetts
-$3.87M
3
UBS Group
UBS Group
Switzerland
-$3.06M
4
IA
Icon Advisers
Colorado
-$2.98M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
126
Gradient Investments
Minnesota
$1K – – –
MA
127
MCF Advisors
Kentucky
$1K – – –
Barclays
128
Barclays
United Kingdom
$1K +$525 +16 New
IA
129
Icon Advisers
Colorado
– -$2.98M -87,000 Closed
CS
130
Credit Suisse
Switzerland
– -$2.04M -59,621 Closed
VF
131
Virtu Financial
New York
– -$1.64M -47,806 Closed
Stifel Financial
132
Stifel Financial
Missouri
– -$813K -23,742 Closed
CG
133
Caprock Group
Idaho
– -$560K -16,327 Closed
M&T Bank
134
M&T Bank
New York
– -$234K -6,814 Closed
SCM
135
SOL Capital Management
Maryland
– -$201K -5,855 Closed
MAS
136
Madden Advisory Services
Florida
– -$156K -4,564 Closed
HCA
137
Harbour Capital Advisors
Virginia
– -$103K -3,000 Closed
FPS
138
Fieldpoint Private Securities
Connecticut
– -$51K -1,500 Closed
BKA
139
Brick & Kyle Associates
Pennsylvania
– -$31K -900 Closed
WTB
140
Washington Trust Bank
Washington
– -$23K -675 Closed
OSNBOA
141
Old Second National Bank of Aurora
Illinois
– -$3K -100 Closed
2 3 4 5
6

IGE Hedge Fund Activity: Q2 2017 in Review

129 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2017, worth a combined $216M — down 17% from $260M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IGE and 9 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 36 added.

The largest buyer was MML Investors Services, opening a new position worth an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 129 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2017, down from 134 in Q1 2017.
  • Funds reported $216M of iShares North American Natural Resources ETF stock for Q2 2017, down 17% quarter-over-quarter.
  • 9 funds opened new iShares North American Natural Resources ETF positions in Q2 2017 and 13 closed out, a net change of -4 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2017 was MML Investors Services, an estimated $11.6M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2017 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2017.