iShares North American Natural Resources ETF
IGE
142 hedge funds and large institutions have $297M invested in iShares North American Natural Resources ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 55 reducing their positions, and 19 closing their positions.
7,083% more call options, than puts
Call options by funds: $862K | Put options by funds: $12K
4.05% less ownership
Funds ownership: 54.59% → 50.54% (-4.1%)
7% less funds holding
Funds holding: 152 → 142 (-10)
22% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 55
32% less capital invested
Capital invested by funds: $438M → $297M (-$141M)
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.37M |
| 2 |
TSS
Two Sigma Securities
New York
|
+$730K |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$715K |
| 4 |
Goldman Sachs
New York
|
+$565K |
| 5 |
TFF
The Family Firm
Bethesda,
Maryland
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23.8M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$19M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$15.4M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$14.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
151
HRT Financial
New York
| – | -$276K | -7,049 | Closed |
|
|
MHS
152
M Holdings Securities
Portland,
Oregon
| – | -$250K | -6,385 | Closed |
|
|
AAS
153
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$244K | -6,101 | Closed |
|
|
FMII
154
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$116K | -2,969 | Closed |
|
|
BA
155
Bellwether Advisors
Lincoln,
Nebraska
| – | -$35.8K | -915 | Closed |
|
|
TWA
156
TCI Wealth Advisors
Tucson,
Arizona
| – | -$12.5K | -319 | Closed |
|
157
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$6.07K | -155 | Closed |
|
158
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -84 | Closed |
|
|
UB
159
UMB Bank
Kansas City,
Missouri
| – | -$3.29K | -84 | Closed |
|
160
BlackRock
New York
| – | -$1.45K | -37 | Closed |
|
|
ASN
161
Advisory Services Network
Atlanta,
Georgia
| – | -$392 | -10 | Closed |
|
IGE Hedge Fund Activity: Q2 2023 in Review
142 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2023, worth a combined $297M — down 32% from $438M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IGE and 10 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 43 added.
The largest buyer was Jane Street, adding an estimated $4.37M. The largest seller was Morgan Stanley, cutting an estimated $26M.
- 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2023, down from 152 in Q1 2023.
- Funds reported $297M of iShares North American Natural Resources ETF stock for Q2 2023, down 32% quarter-over-quarter.
- 10 funds opened new iShares North American Natural Resources ETF positions in Q2 2023 and 19 closed out, a net change of -9 holders.
- The largest iShares North American Natural Resources ETF buyer in Q2 2023 was Jane Street, an estimated $4.37M added.
- The largest iShares North American Natural Resources ETF seller in Q2 2023 was Morgan Stanley, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2023.