iShares North American Natural Resources ETF
IGE
146 hedge funds and large institutions have $313M invested in iShares North American Natural Resources ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
5% more capital invested
Capital invested by funds: $297M → $313M (+$16M)
3% more funds holding
Funds holding: 142 → 146 (+4)
1.57% more ownership
Funds ownership: 50.54% → 52.11% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
32% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$15.6M |
| 2 |
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
+$2.79M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$2.38M |
| 4 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
+$2.07M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Sowa Financial Group
Lincoln,
Rhode Island
|
-$4.78M |
| 2 |
Jane Street
New York
|
-$4.7M |
| 3 |
WDL
Well Done LLC
Holland,
Michigan
|
-$3.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.65M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NF
151
Nikulski Financial
Bettendorf,
Iowa
| – | -$786K | -20,240 | Closed |
|
152
Renaissance Technologies
New York
| – | -$248K | -6,400 | Closed |
|
153
Mercer Global Advisors
Denver,
Colorado
| – | -$238K | -6,133 | Closed |
|
|
BFS
154
Bard Financial Services
Branford,
Connecticut
| – | -$204K | -5,255 | Closed |
|
|
PTC
155
Private Trust Company
Cleveland,
Ohio
| – | -$101K | -2,608 | Closed |
|
|
CA
156
Centerpoint Advisors
Needham,
Massachusetts
| – | -$22K | -564 | Closed |
|
|
RMA
157
Roffman Miller Associates
Philadelphia,
Pennsylvania
| – | -$19.5K | -502 | Closed |
|
|
CG
158
Cutler Group
San Francisco,
California
| – | -$19K | -500 | Closed |
|
|
TWC
159
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$11.6K | -300 | Closed |
|
|
IA
160
IFP Advisors
Tampa,
Florida
| – | -$6.72K | -173 | Closed |
|
|
FDCDDQ
161
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$5.43K | -140 | Closed |
|
|
EWA
162
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2.06K | -53 | Closed |
|
IGE Hedge Fund Activity: Q3 2023 in Review
146 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2023, worth a combined $313M — up 5.4% from $297M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IGE positions and 16 closed out — a net gain of 4 holders — while 34 added to existing stakes and 50 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $15.6M. The largest seller was Sowa Financial Group, cutting an estimated $4.78M.
- 146 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2023, up from 142 in Q2 2023.
- Funds reported $313M of iShares North American Natural Resources ETF stock for Q3 2023, up 5.4% quarter-over-quarter.
- 20 funds opened new iShares North American Natural Resources ETF positions in Q3 2023 and 16 closed out, a net change of +4 holders.
- The largest iShares North American Natural Resources ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $15.6M added.
- The largest iShares North American Natural Resources ETF seller in Q3 2023 was Sowa Financial Group, an estimated $4.78M sold.
Based on aggregated 13F filings for Q3 2023.