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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 %
NES
76
New England Securities
New York
$656K +$25.5K +511 +4%
CWA
77
Convergent Wealth Advisors
Maryland
$632K -$39.1K -788 -6%
IAA
78
Ironsides Asset Advisors
North Carolina
$592K +$592K +11,855 New
CLOS
79
Compagnie Lombard Odier SCmA
Switzerland
$574K – – –
LCM
80
LVM Capital Management
Michigan
$555K +$5K +100 +0.9%
RJA
81
Raymond James & Associates
Florida
$547K +$44.1K +882 +9%
BFC
82
Blue Fin Capital
Rhode Island
$542K – – –
SWP
83
Stratos Wealth Partners
Ohio
$533K +$533K +10,685 New
RCAG
84
Rehmann Capital Advisory Group
Michigan
$502K -$75.3K -1,508 -13%
CA
85
Cetera Advisors
Colorado
$472K +$1.94K +39 +0.4%
B
86
Baird
Wisconsin
$471K -$46.6K -932 -9%
Citadel Advisors
87
Citadel Advisors
Florida
$456K +$456K +9,124 New
NPC
88
National Planning Corporation
California
$455K -$28.3K -567 -6%
SYBT
89
Stock Yards Bank & Trust
Kentucky
$452K +$452K +9,040 New
William Blair & Company
90
William Blair & Company
Illinois
$441K – – –
RMAM
91
Raab & Moskowitz Asset Management
New Jersey
$395K -$4.65K -93 -1%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$375K – – –
IH
93
IFC Holdings
Florida
$355K -$67.2K -1,352 -16%
Ameriprise
94
Ameriprise
Minnesota
$348K +$44.7K +886 +15%
AI
95
Atria Investments
North Carolina
$346K +$346K +6,930 New
CB
96
Commerce Bank
Missouri
$337K +$337K +6,760 New
PA
97
Pinnacle Associates
New York
$336K -$58.5K -1,170 -15%
HB
98
Homrich & Berg
Georgia
$335K -$12.4K -248 -4%
PAG
99
Private Advisor Group
New Jersey
$328K +$32.3K +646 +11%
Stifel Financial
100
Stifel Financial
Missouri
$327K +$12.8K +255 +4%
2 3
4
5 6