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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

145 hedge funds and large institutions have $1.38B invested in iShares North American Natural Resources ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 29 closing their positions.

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
23
Increased
51
Reduced
47
Closed
29
Calls
$502K
Puts
$602K
Net Calls
-$100K
Net Calls Change
-$46K

Top Buyers

1
EFS
1
Edelman Financial Services
Virginia
$621M
2
CWA
2
Convergent Wealth Advisors
Maryland
$52.9M
3
MCM
3
Makena Capital Management
California
$56.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$37.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.7M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.9M
2
TAG
2
Tactical Allocation Group
Michigan
$454K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.2M
4
MWP
4
Moller Wealth Partners
$9.66M
5
LS
5
Lattice Strategies
Pennsylvania
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
51
First Allied Advisory Services
California
$1.23M 32,127 +1,633 +5%
IFA
52
Interactive Financial Advisors
Illinois
$1.22M 31,718 -1,719 -5%
Northern Trust
53
Northern Trust
Illinois
$1.2M 31,238 -6,945 -18%
GA
54
GFS Advisors
Texas
$1.1M 28,811 +1,158 +4%
CTC
55
Central Trust Company
Missouri
$1.02M 26,621 – –
ACM
56
Avalon Capital Management
California
$1.01M 26,345 -600 -2%
PFM
57
Phillips Financial Management
Indiana
$1.01M 27,644 -1,599 -5%
MHS
58
M Holdings Securities
Oregon
$963K 25,131 -2,670 -10%
AWM
59
Avior Wealth Management
Nebraska
$942K 24,583 +683 +3%
SHA
60
Smith Hayes Advisers
Nebraska
$928K 24,226 +10,835 +81%
M&T Bank
61
M&T Bank
New York
$873K 22,782 +2,064 +10%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$825K 21,555 +5,271 +32%
Nuveen Asset Management
63
Nuveen Asset Management
Illinois
$817K 21,308 -5,119 -19%
VF
64
Virtu Financial
New York
$750K 19,570 -56,998 -74%
CDIA
65
Capital Directions Investment Advisors
Georgia
$749K 19,210 – –
LFG
66
LifePlan Financial Group
Ohio
$717K 18,723 +426 +2%
BOTW
67
Bank of the West
California
$706K 18,429 +13,669 +287%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$701K 18,287 +18,287 New
KIA
69
KCM Investment Advisors
California
$700K 18,268 +18,268 New
WAM
70
Weatherly Asset Management
California
$688K 17,943 -351 -2%
SPC
71
Sigma Planning Corp
Michigan
$681K 17,767 +17,767 New
Brown Advisory
72
Brown Advisory
Maryland
$659K 17,182 – –
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
$657K 17,139 -12,468 -42%
TRCT
74
Tower Research Capital (TRC)
New York
$623K 16,258 -10,482 -39%
MAA
75
Managed Account Advisors
New Jersey
$596K 15,544 +15,544 New
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