We are live on ! Find out more
IGE icon

iShares North American Natural Resources ETF

117 hedge funds and large institutions have $167M invested in iShares North American Natural Resources ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

52% more capital invested

Capital invested by funds: $110M → $167M (+$57.4M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more funds holding

Funds holding: 107117 (+10)

8.44% more ownership

Funds ownership: 33.95%42.38% (+8.4%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

50% less call options, than puts

Call options by funds: $214K | Put options by funds: $425K

Holders
117
Holders Change
+10
Holders Change %
+9.35%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
36
Reduced
34
Closed
9
Calls
$214K
Puts
$425K
Net Calls
-$211K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$30.6M +$23.2M +878,002 +379%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M +$2.38M +90,000 +17%
BlackRock
3
BlackRock
New York
$14.3M +$1.37M +51,630 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.46M -$954K -36,054 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.3M +$103K +3,878 +1%
TFF
6
The Family Firm
Maryland
$8.11M -$19.8K -748 -0.3%
SFG
7
Sowa Financial Group
Rhode Island
$4.72M -$26.8K -1,011 -0.6%
TC
8
Telemus Capital
Michigan
$4.47M +$460K +17,374 +12%
Wells Fargo
9
Wells Fargo
California
$4.23M +$2.61M +98,609 +180%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.89M +$1.08M +40,639 +40%
WPWM
11
Windward Private Wealth Management
Kansas
$3.42M -$881K -33,307 -21%
PFA
12
Pure Financial Advisors
California
$3.22M -$212K -8,000 -6%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.22M +$15.2K +575 +0.5%
DADC
14
D.A. Davidson & Co
Montana
$3.13M +$429K +16,220 +17%
EWM
15
Executive Wealth Management
Michigan
$3.04M +$2.92M +110,424 New
KPWS
16
Kestra Private Wealth Services
Texas
$2.71M +$1.74M +65,583 +201%
IFA
17
Interactive Financial Advisors
Illinois
$2.57M +$183K +6,898 +8%
AIP
18
Ameritas Investment Partners
Nebraska
$2.46M +$152K +5,759 +7%
Goldman Sachs
19
Goldman Sachs
New York
$2.08M +$693K +26,196 +53%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.96M +$1.88M +71,172 New
KNW
21
Kesler Norman & Wride
Utah
$1.89M -$8.87K -335 -0.5%
ZC
22
Zeit Capital
Colorado
$1.67M +$22.3K +841 +1%
Truist Financial
23
Truist Financial
North Carolina
$1.66M -$215K -8,114 -12%
AO
24
Advisor OS
Illinois
$1.65M +$1.58M +59,806 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.54M +$1.48M +55,963 New

IGE Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q1 2021, worth a combined $167M — up 52% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGE positions and 9 closed out — a net gain of 11 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was Bank of America, adding an estimated $23.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.12M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $167M of iShares North American Natural Resources ETF stock for Q1 2021, up 52% quarter-over-quarter.
  • 20 funds opened new iShares North American Natural Resources ETF positions in Q1 2021 and 9 closed out, a net change of +11 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q1 2021 was Bank of America, an estimated $23.2M added.
  • The largest iShares North American Natural Resources ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $3.12M sold.

Based on aggregated 13F filings for Q1 2021.