iShares North American Natural Resources ETF
IGE
142 hedge funds and large institutions have $290M invested in iShares North American Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 56 reducing their positions, and 15 closing their positions.
22% more call options, than puts
Call options by funds: $445K | Put options by funds: $364K
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
0% more funds holding
Funds holding: 142 → 142 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6.7% less ownership
Funds ownership: 58.26% → 51.55% (-6.7%)
14% less capital invested
Capital invested by funds: $338M → $290M (-$47.4M)
38% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$5.73M |
| 2 |
OFW
Omnia Family Wealth
Aventura,
Florida
|
+$4.07M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.25M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.36M |
| 5 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23.5M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.15M |
| 4 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$3.68M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
151
Arjuna Capital
Durham,
North Carolina
| – | -$15.5K | -380 | Closed |
|
|
GIA
152
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$11.7K | -287 | Closed |
|
|
DJSG
153
D.J. St. Germain
Springfield,
Massachusetts
| – | -$8.14K | -200 | Closed |
|
154
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2.89K | -71 | Closed |
|
|
GI
155
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.79K | -44 | Closed |
|
|
LFG
156
Larson Financial Group
St Louis,
Missouri
| – | -$774 | -19 | Closed |
|
|
ASN
157
Advisory Services Network
Atlanta,
Georgia
| – | -$407 | -10 | Closed |
|
IGE Hedge Fund Activity: Q1 2024 in Review
142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2024, worth a combined $290M — down 14% from $338M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IGE positions and 15 closed out — a net gain of 3 holders — while 35 added to existing stakes and 56 trimmed.
The largest buyer was Executive Wealth Management, opening a new position worth an estimated $5.73M. The largest seller was Morgan Stanley, cutting an estimated $42.8M.
- 142 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $290M of iShares North American Natural Resources ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 18 funds opened new iShares North American Natural Resources ETF positions in Q1 2024 and 15 closed out, a net change of +3 holders.
- The largest iShares North American Natural Resources ETF buyer in Q1 2024 was Executive Wealth Management, an estimated $5.73M added.
- The largest iShares North American Natural Resources ETF seller in Q1 2024 was Morgan Stanley, an estimated $42.8M sold.
Based on aggregated 13F filings for Q1 2024.