iShares North American Natural Resources ETF
IGE
150 hedge funds and large institutions have $1.34B invested in iShares North American Natural Resources ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $1.17B → $1.34B (+$173M)
5% more funds holding
Funds holding: 143 → 150 (+7)
0.77% more ownership
Funds ownership: 52.78% → 53.55% (+0.77%)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
77% less call options, than puts
Call options by funds: $147K | Put options by funds: $647K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.2M |
| 3 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$11.1M |
| 4 |
TAG
Tactical Allocation Group
Birmingham,
Michigan
|
+$10.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$19.8M |
| 2 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$8.9M |
| 3 |
JP Morgan Chase
New York
|
-$6.91M |
| 4 |
MCM
Makena Capital Management
Menlo Park,
California
|
-$6.56M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.28M |
IGE Hedge Fund Activity: Q2 2014 in Review
150 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2014, worth a combined $1.34B — up 15% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IGE positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Goldman Sachs, cutting an estimated $19.8M.
- 150 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2014, up from 143 in Q1 2014.
- Funds reported $1.34B of iShares North American Natural Resources ETF stock for Q2 2014, up 15% quarter-over-quarter.
- 15 funds opened new iShares North American Natural Resources ETF positions in Q2 2014 and 8 closed out, a net change of +7 holders.
- The largest iShares North American Natural Resources ETF buyer in Q2 2014 was Bank of America, an estimated $19.6M added.
- The largest iShares North American Natural Resources ETF seller in Q2 2014 was Goldman Sachs, an estimated $19.8M sold.
Based on aggregated 13F filings for Q2 2014.