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iShares North American Natural Resources ETF

117 hedge funds and large institutions have $210M invested in iShares North American Natural Resources ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

25% more capital invested

Capital invested by funds: $167M → $210M (+$42.5M)

2.47% more ownership

Funds ownership: 42.38%44.85% (+2.5%)

0% more funds holding

Funds holding: 117117 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
43
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$48M +$13.9M +466,977 +42%
Morgan Stanley
2
Morgan Stanley
New York
$20.6M +$2.04M +68,408 +11%
BlackRock
3
BlackRock
New York
$15.8M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.28M -$61K -2,043 -0.7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.1M -$59K -1,975 -0.7%
TFF
6
The Family Firm
Maryland
$8.84M -$103K -3,439 -1%
SFG
7
Sowa Financial Group
Rhode Island
$5.71M +$486K +16,269 +9%
Wells Fargo
8
Wells Fargo
California
$5.61M +$921K +30,840 +20%
DADC
9
D.A. Davidson & Co
Montana
$5.54M +$2.05M +68,622 +60%
TC
10
Telemus Capital
Michigan
$4.88M +$9.26K +310 +0.2%
EWM
11
Executive Wealth Management
Michigan
$4.06M +$685K +22,946 +21%
KNW
12
Kesler Norman & Wride
Utah
$4.03M +$2.13M +71,260 +104%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.56M +$4.69K +157 +0.1%
WPWM
14
Windward Private Wealth Management
Kansas
$3.54M -$232K -7,753 -6%
Goldman Sachs
15
Goldman Sachs
New York
$3.44M +$1.13M +37,964 +50%
PFA
16
Pure Financial Advisors
California
$3.23M -$322K -10,766 -9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.93M +$2.47M +82,611 +610%
AIP
18
Ameritas Investment Partners
Nebraska
$2.85M +$140K +4,671 +5%
IFA
19
Interactive Financial Advisors
Illinois
$2.73M -$110K -3,689 -4%
KPWS
20
Kestra Private Wealth Services
Texas
$2.6M -$382K -12,794 -13%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.59M -$1.67M -56,025 -40%
TRCT
22
Tower Research Capital (TRC)
New York
$2.09M +$2.04M +68,312 +13,500%
AO
23
Advisor OS
Illinois
$2.01M +$190K +6,350 +11%
ZC
24
Zeit Capital
Colorado
$1.89M +$48.1K +1,611 +3%
Truist Financial
25
Truist Financial
North Carolina
$1.74M -$85.3K -2,857 -5%

IGE Hedge Fund Activity: Q2 2021 in Review

117 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares North American Natural Resources ETF (IGE) for Q2 2021, worth a combined $210M — up 25% from $167M a quarter earlier.

Fund positioning in IGE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 43 added to existing stakes and 33 trimmed.

The largest buyer was Bank of America, adding an estimated $13.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.67M.

  • 117 institutional investors held iShares North American Natural Resources ETF (IGE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $210M of iShares North American Natural Resources ETF stock for Q2 2021, up 25% quarter-over-quarter.
  • 13 funds opened new iShares North American Natural Resources ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares North American Natural Resources ETF buyer in Q2 2021 was Bank of America, an estimated $13.9M added.
  • The largest iShares North American Natural Resources ETF seller in Q2 2021 was Raymond James Financial Services Advisors, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2021.