iShares North American Natural Resources ETF
IGE
131 hedge funds and large institutions have $187M invested in iShares North American Natural Resources ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 23 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6.32% more ownership
Funds ownership: 18.86% → 25.18% (+6.3%)
2% more capital invested
Capital invested by funds: $184M → $187M (+$2.77M)
9% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 23
2% less funds holding
Funds holding: 133 → 131 (-2)
12% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 43
97% less call options, than puts
Call options by funds: $397K | Put options by funds: $11.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36M |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
+$9.19M |
| 3 |
Goldman Sachs
New York
|
+$4.44M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.04M |
| 5 |
TC
Telemus Capital
Southfield,
Michigan
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.34M |
| 3 |
MWP
Moller Wealth Partners
|
-$1.27M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.15M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$519K |
IGE Hedge Fund Activity: Q4 2018 in Review
131 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q4 2018, worth a combined $187M — up 1.5% from $184M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IGE and 21 opened new positions — a net loss of 2 holders — while 43 trimmed existing stakes and 38 added.
The largest buyer was Envestnet Asset Management, adding an estimated $36M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.59M sold.
- 131 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q4 2018, down from 133 in Q3 2018.
- Funds reported $187M of iShares North American Natural Resources ETF stock for Q4 2018, up 1.5% quarter-over-quarter.
- 21 funds opened new iShares North American Natural Resources ETF positions in Q4 2018 and 23 closed out, a net change of -2 holders.
- The largest iShares North American Natural Resources ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $36M added.
- The largest iShares North American Natural Resources ETF seller in Q4 2018 was Virtu Financial, an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2018.