iShares North American Natural Resources ETF
IGE
133 hedge funds and large institutions have $184M invested in iShares North American Natural Resources ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 22 closing their positions.
542,750% more call options, than puts
Call options by funds: $21.7M | Put options by funds: $4K
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less funds holding
Funds holding: 137 → 133 (-4)
4.01% less ownership
Funds ownership: 22.87% → 18.86% (-4%)
18% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 22
20% less capital invested
Capital invested by funds: $230M → $184M (-$45.8M)
21% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$4.21M |
| 2 |
VF
Virtu Financial
New York
|
+$1.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.44M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$1.16M |
| 5 |
SG Americas Securities
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$21.4M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$11.8M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$8.03M |
| 4 |
BlackRock
New York
|
-$4.62M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GBBWRPM
151
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$2K | -64 | Closed |
|
152
Simplex Trading
Chicago,
Illinois
| – | -$2K | -61 | Closed |
|
153
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -15 | Closed |
|
IGE Hedge Fund Activity: Q3 2018 in Review
133 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2018, worth a combined $184M — down 20% from $230M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of IGE and 18 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 37 added.
The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $4.21M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $21.4M sold.
- 133 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2018, down from 137 in Q2 2018.
- Funds reported $184M of iShares North American Natural Resources ETF stock for Q3 2018, down 20% quarter-over-quarter.
- 18 funds opened new iShares North American Natural Resources ETF positions in Q3 2018 and 22 closed out, a net change of -4 holders.
- The largest iShares North American Natural Resources ETF buyer in Q3 2018 was Pure Financial Advisors, an estimated $4.21M added.
- The largest iShares North American Natural Resources ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $21.4M sold.
Based on aggregated 13F filings for Q3 2018.