iShares North American Natural Resources ETF
IGE
131 hedge funds and large institutions have $379M invested in iShares North American Natural Resources ETF in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
4% more funds holding
Funds holding: 126 → 131 (+5)
1% more capital invested
Capital invested by funds: $374M → $379M (+$5.44M)
0.97% less ownership
Funds ownership: 35.78% → 34.81% (-0.97%)
17% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 48
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 2 |
Morgan Stanley
New York
|
+$7.7M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$3.22M |
| 4 |
HF
HRT Financial
New York
|
+$2.34M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Makena Capital Management
Menlo Park,
California
|
-$41.8M |
| 2 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$7.79M |
| 3 |
ANTB
AMG National Trust Bank
Greenwood Village,
Colorado
|
-$4.83M |
| 4 |
VF
Virtu Financial
New York
|
-$3.53M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.48M |
IGE Hedge Fund Activity: Q2 2016 in Review
131 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2016, worth a combined $379M — up 1.5% from $374M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IGE positions and 12 closed out — a net gain of 6 holders — while 40 added to existing stakes and 48 trimmed.
The largest buyer was Bank of America, adding an estimated $12.1M. The largest seller was Makena Capital Management, cutting an estimated $41.8M.
- 131 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2016, up from 126 in Q1 2016.
- Funds reported $379M of iShares North American Natural Resources ETF stock for Q2 2016, up 1.5% quarter-over-quarter.
- 18 funds opened new iShares North American Natural Resources ETF positions in Q2 2016 and 12 closed out, a net change of +6 holders.
- The largest iShares North American Natural Resources ETF buyer in Q2 2016 was Bank of America, an estimated $12.1M added.
- The largest iShares North American Natural Resources ETF seller in Q2 2016 was Makena Capital Management, an estimated $41.8M sold.
Based on aggregated 13F filings for Q2 2016.