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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

153 hedge funds and large institutions have $1.2B invested in iShares North American Natural Resources ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
14
Increased
52
Reduced
46
Closed
10
Calls
$612K
Puts
$666K
Net Calls
-$54K
Net Calls Change
+$446K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$17.8M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$15.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.42M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.13M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$36M
2
Bank of America
Bank of America
North Carolina
-$9.82M
3
RAM
Riggs Asset Management
Pennsylvania
-$3.36M
4
SB
Suntrust Banks
Georgia
-$3.31M
5
CS
Credit Suisse
Switzerland
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Avalon Capital Management
California
$1.21M -$224K -5,013 -16%
MHS
52
M Holdings Securities
Oregon
$1.21M +$217 +5 +0%
PFM
53
Phillips Financial Management
Indiana
$1.2M +$21.9K +533 +2%
TRCT
54
Tower Research Capital (TRC)
New York
$1.2M +$1.11M +24,840 +1,307%
CTC
55
Central Trust Company
Missouri
$1.19M – – –
Nuveen Asset Management
56
Nuveen Asset Management
Illinois
$1.18M -$1.26M -28,197 -52%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$1.14M -$36M -804,829 -97%
Truist Financial
58
Truist Financial
North Carolina
$1.08M – – –
AWM
59
Avior Wealth Management
Nebraska
$1.07M +$64.4K +1,438 +6%
M&T Bank
60
M&T Bank
New York
$927K +$927K +20,718 New
BSW
61
Buckingham Strategic Wealth
Missouri
$872K +$872K +19,483 New
ALA
62
Atherton Lane Advisers
California
$823K +$115K +2,565 +16%
LFG
63
LifePlan Financial Group
Ohio
$819K -$103K -2,302 -11%
WAM
64
Weatherly Asset Management
California
$819K -$8.91K -199 -1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$819K +$819K +18,300 New
SWP
66
Stratos Wealth Partners
Ohio
$818K +$340K +7,591 +71%
CDIA
67
Capital Directions Investment Advisors
Georgia
$809K – – –
Brown Advisory
68
Brown Advisory
Maryland
$769K – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$763K -$158K -3,524 -17%
CHFS
70
Cobble Hill Financial Services
New Jersey
$761K – – –
MFS
71
MSI Financial Services
Massachusetts
$750K +$47.4K +1,060 +7%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$729K -$233K -5,195 -24%
AI
73
Atria Investments
North Carolina
$725K +$415K +9,263 +134%
NES
74
New England Securities
New York
$702K +$115K +2,561 +20%
Citadel Advisors
75
Citadel Advisors
Florida
$697K +$289K +6,452 +71%
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