iShares North American Natural Resources ETF
IGE
138 hedge funds and large institutions have $503M invested in iShares North American Natural Resources ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 24 closing their positions.
75% more call options, than puts
Call options by funds: $196K | Put options by funds: $112K
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
1% less funds holding
Funds holding: 140 → 138 (-2)
35% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 54
53% less capital invested
Capital invested by funds: $1.06B → $503M (-$561M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$33.9M |
| 2 |
Morgan Stanley
New York
|
+$13.1M |
| 3 |
FA
FDx Advisors
Chicago,
Illinois
|
+$8.19M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$4.69M |
| 5 |
VF
Virtu Financial
New York
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$620M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$15.4M |
| 3 |
MCM
Makena Capital Management
Menlo Park,
California
|
-$13M |
| 4 |
Bank of New York Mellon
New York
|
-$10.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.51M |
IGE Hedge Fund Activity: Q4 2015 in Review
138 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2015, worth a combined $503M — down 53% from $1.06B a quarter earlier.
Fund positioning in IGE was balanced in Q4 2015: 24 funds opened new positions, 24 closed out, 35 added to existing stakes and 54 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $33.9M. The largest seller was Edelman Financial Services, cutting an estimated $620M.
- 138 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2015, down from 140 in Q3 2015.
- Funds reported $503M of iShares North American Natural Resources ETF stock for Q4 2015, down 53% quarter-over-quarter.
- 24 funds opened new iShares North American Natural Resources ETF positions in Q4 2015 and 24 closed out, a net change of 0 holders.
- The largest iShares North American Natural Resources ETF buyer in Q4 2015 was Bank of Montreal, an estimated $33.9M added.
- The largest iShares North American Natural Resources ETF seller in Q4 2015 was Edelman Financial Services, an estimated $620M sold.
Based on aggregated 13F filings for Q4 2015.