iShares North American Natural Resources ETF
IGE
126 hedge funds and large institutions have $419M invested in iShares North American Natural Resources ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 15 closing their positions.
11% more capital invested
Capital invested by funds: $379M → $419M (+$39.8M)
2.91% more ownership
Funds ownership: 34.81% → 37.71% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 131 → 126 (-5)
10% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 48
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
Mercer Investments
Boston,
Massachusetts
|
+$33.8M |
| 2 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$10.4M |
| 3 |
MSU
Mizuho Securities USA
New York
|
+$4.16M |
| 4 |
Morgan Stanley
New York
|
+$3.96M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$10.2M |
| 2 |
AIP
Ameritas Investment Partners
Lincoln,
Nebraska
|
-$5.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.24M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.56M |
| 5 |
HF
HRT Financial
New York
|
-$2.43M |
IGE Hedge Fund Activity: Q3 2016 in Review
126 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q3 2016, worth a combined $419M — up 11% from $379M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IGE and 11 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 43 added.
The largest buyer was Mercer Investments, adding an estimated $33.8M. The largest seller was Euclid Advisors, exiting entirely with an estimated $10.2M sold.
- 126 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q3 2016, down from 131 in Q2 2016.
- Funds reported $419M of iShares North American Natural Resources ETF stock for Q3 2016, up 11% quarter-over-quarter.
- 11 funds opened new iShares North American Natural Resources ETF positions in Q3 2016 and 15 closed out, a net change of -4 holders.
- The largest iShares North American Natural Resources ETF buyer in Q3 2016 was Mercer Investments, an estimated $33.8M added.
- The largest iShares North American Natural Resources ETF seller in Q3 2016 was Euclid Advisors, an estimated $10.2M sold.
Based on aggregated 13F filings for Q3 2016.