We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

134 hedge funds and large institutions have $218M invested in iShares North American Natural Resources ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

5% more funds holding

Funds holding: 128134 (+6)

2.57% less ownership

Funds ownership: 23.73%21.16% (-2.6%)

6% less capital invested

Capital invested by funds: $233M → $218M (-$14.7M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less call options, than puts

Call options by funds: $273K | Put options by funds: $407K

Holders
134
Holders Change
+6
Holders Change %
+4.69%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
21
Increased
40
Reduced
48
Closed
14
Calls
$273K
Puts
$407K
Net Calls
-$134K
Net Calls Change
-$138K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$19.3M -$2.82M -83,614 -13%
BlackRock
2
BlackRock
New York
$18M +$4.17M +123,910 +32%
MML Investors Services
3
MML Investors Services
Massachusetts
$12.3M -$311K -9,240 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.5M +$676K +20,065 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.2M +$274K +8,131 +3%
Morgan Stanley
6
Morgan Stanley
New York
$10.7M -$1.31M -38,965 -11%
TFF
7
The Family Firm
Maryland
$8.98M +$17.2K +511 +0.2%
VIA
8
Virtus Investment Advisers
Connecticut
$7.8M -$358K -10,616 -5%
RBC
9
Roble Belko & Company
Pennsylvania
$7.57M -$24.2K -719 -0.3%
UBS Group
10
UBS Group
Switzerland
$7.46M +$4.03M +119,670 +132%
FA
11
FDx Advisors
Illinois
$6.06M -$1.02M -30,210 -15%
MI
12
Mercer Investments
Massachusetts
$5.72M -$366K -10,871 -6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$5.4M -$114K -3,397 -2%
MWP
14
Moller Wealth Partners
$4.92M -$20K -595 -0.4%
AIP
15
Ameritas Investment Partners
Nebraska
$4.32M +$91.9K +2,729 +5%
CAN
16
Cetera Advisor Networks
California
$4.25M -$791K -23,478 -16%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.21M +$98.6K +2,927 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.02M +$204K +6,058 +6%
Comerica Bank
19
Comerica Bank
Texas
$3.95M +$538K +15,979 +18%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.93M +$249K +7,404 +7%
LPL Financial
21
LPL Financial
California
$3.38M +$1.08M +32,096 +51%
IFA
22
Interactive Financial Advisors
Illinois
$3.37M +$101K +3,010 +3%
SB
23
Suntrust Banks
Georgia
$3.15M -$98.1K -2,913 -3%
Wells Fargo
24
Wells Fargo
California
$2.81M +$28.7K +851 +1%
MHS
25
M Holdings Securities
Oregon
$2.7M +$56.3K +1,670 +2%

IGE Hedge Fund Activity: Q4 2017 in Review

134 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2017, worth a combined $218M — down 6.3% from $233M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGE positions and 14 closed out — a net gain of 7 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $4.17M. The largest seller was Goldman Sachs, cutting an estimated $15.2M.

  • 134 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2017, up from 128 in Q3 2017.
  • Funds reported $218M of iShares North American Natural Resources ETF stock for Q4 2017, down 6.3% quarter-over-quarter.
  • 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2017 and 14 closed out, a net change of +7 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q4 2017 was BlackRock, an estimated $4.17M added.
  • The largest iShares North American Natural Resources ETF seller in Q4 2017 was Goldman Sachs, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2017.