We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

127 hedge funds and large institutions have $187M invested in iShares North American Natural Resources ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $70K | Put options by funds: $50K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.16% less ownership

Funds ownership: 21.16%20% (-1.2%)

5% less funds holding

Funds holding: 134127 (-7)

14% less capital invested

Capital invested by funds: $218M → $187M (-$30.7M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
33
Reduced
50
Closed
18
Calls
$70K
Puts
$50K
Net Calls
+$20K
Net Calls Change
+$154K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.8M
Bank of America
2
Bank of America
North Carolina
$16.7M -$1.41M -40,834 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11M +$556K +16,075 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.8M -$641K -18,526 -6%
MML Investors Services
5
MML Investors Services
Massachusetts
$10.3M -$1.19M -34,460 -10%
Morgan Stanley
6
Morgan Stanley
New York
$9.48M -$527K -15,238 -5%
TFF
7
The Family Firm
Maryland
$8.98M +$623K +18,016 +7%
RBC
8
Roble Belko & Company
Pennsylvania
$6.97M -$99.7K -2,883 -1%
RIM
9
Rampart Investment Management
Connecticut
$6.74M +$7.05M +203,753 New
MI
10
Mercer Investments
Massachusetts
$5.42M +$78.7K +2,276 +1%
FA
11
FDx Advisors
Illinois
$5.07M -$610K -17,629 -10%
MWP
12
Moller Wealth Partners
$4.55M -$52.6K -1,521 -1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$4.27M -$815K -23,581 -15%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.19M +$270K +7,801 +7%
Comerica Bank
15
Comerica Bank
Texas
$3.75M -$10.8K -313 -0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.52M -$152K -4,403 -4%
CAN
17
Cetera Advisor Networks
California
$3.35M -$651K -18,841 -16%
LPL Financial
18
LPL Financial
California
$3.1M -$58.2K -1,682 -2%
SB
19
Suntrust Banks
Georgia
$3.07M +$195K +5,647 +6%
MHS
20
M Holdings Securities
Oregon
$2.94M +$439K +12,710 +17%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.83M -$972K -28,106 -25%
IFA
22
Interactive Financial Advisors
Illinois
$2.65M -$516K -14,932 -16%
UBS Group
23
UBS Group
Switzerland
$2.5M -$4.67M -135,123 -64%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.47M +$94K +2,719 +4%
Wells Fargo
25
Wells Fargo
California
$2.24M -$394K -11,405 -14%

IGE Hedge Fund Activity: Q1 2018 in Review

127 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2018, worth a combined $187M — down 14% from $218M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IGE and 12 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 33 added.

The largest buyer was Rampart Investment Management, opening a new position worth an estimated $7.05M. The largest seller was Virtus Investment Advisers, exiting entirely with an estimated $7.8M sold.

  • 127 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2018, down from 134 in Q4 2017.
  • Funds reported $187M of iShares North American Natural Resources ETF stock for Q1 2018, down 14% quarter-over-quarter.
  • 12 funds opened new iShares North American Natural Resources ETF positions in Q1 2018 and 18 closed out, a net change of -6 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2018 was Rampart Investment Management, an estimated $7.05M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2018 was Virtus Investment Advisers, an estimated $7.8M sold.

Based on aggregated 13F filings for Q1 2018.