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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

150 hedge funds and large institutions have $1.34B invested in iShares North American Natural Resources ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+7
Holders Change %
+4.9%
% of All Funds
4.31%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
15
Increased
43
Reduced
50
Closed
8
Calls
$147K
Puts
$647K
Net Calls
-$500K
Net Calls Change
-$606K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$154M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$32.1M
3
LMIM
3
Lockheed Martin Investment Management
Maryland
$116M
4
TAG
4
Tactical Allocation Group
Michigan
$11.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.5M
2
EFS
2
Edelman Financial Services
Virginia
$607M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.5M
4
MCM
4
Makena Capital Management
California
$9.52M
5
CS
5
Credit Suisse
Switzerland
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Avalon Capital Management
California
$1.6M +$126K +2,515 +9%
SCM
52
SCS Capital Management
Massachusetts
$1.52M – – –
PFM
53
Phillips Financial Management
Indiana
$1.42M +$45K +911 +3%
MHS
54
M Holdings Securities
Oregon
$1.39M +$149K +2,983 +12%
GA
55
GFS Advisors
Texas
$1.36M -$6.04K -121 -0.4%
CTC
56
Central Trust Company
Missouri
$1.33M – – –
SG Americas Securities
57
SG Americas Securities
New York
$1.29M -$1.93M -38,605 -60%
Truist Financial
58
Truist Financial
North Carolina
$1.21M – – –
AWM
59
Avior Wealth Management
Nebraska
$1.12M +$224K +4,494 +25%
AIG
60
American International Group
New York
$1.11M +$754K +15,102 +213%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$1.07M +$419K +8,394 +64%
LFG
62
LifePlan Financial Group
Ohio
$1.03M -$16.8K -336 -2%
HighTower Advisors
63
HighTower Advisors
Illinois
$1.03M +$306K +6,128 +42%
VKH
64
Virtu KCG Holdings
New York
$975K +$975K +19,515 New
CDIA
65
Capital Directions Investment Advisors
Georgia
$960K – – –
WAM
66
Weatherly Asset Management
California
$924K -$7.5K -150 -0.8%
Brown Advisory
67
Brown Advisory
Maryland
$858K – – –
CHFS
68
Cobble Hill Financial Services
New Jersey
$849K – – –
ALA
69
Atherton Lane Advisers
California
$791K +$791K +15,826 New
MFS
70
MSI Financial Services
Massachusetts
$784K +$35.9K +719 +5%
LOCC
71
Lombard Odier & Cie (Canada)
Quebec, Canada
$754K – – –
WTC
72
WhitTier Trust Company
Nevada
$726K -$40.2K -805 -5%
Citigroup
73
Citigroup
New York
$712K -$6.04K -121 -0.8%
SHA
74
Smith Hayes Advisers
Nebraska
$683K -$17.2K -345 -2%
WT
75
Wilmington Trust
Delaware
$671K -$146K -2,927 -18%
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