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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

131 hedge funds and large institutions have $187M invested in iShares North American Natural Resources ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
21
Increased
38
Reduced
43
Closed
23
Calls
$397K
Puts
$11.7M
Net Calls
-$11.3M
Net Calls Change
-$33M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.1M
2
FA
FDx Advisors
Illinois
+$7.93M
3
Goldman Sachs
Goldman Sachs
New York
+$3.83M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.76M
5
TC
Telemus Capital
Michigan
+$1.54M

Top Sellers

1
VF
Virtu Financial
New York
-$1.59M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.34M
3
MWP
Moller Wealth Partners
-$1.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.15M
5
IA
IFG Advisory
Georgia
-$519K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K +$105K +3,856 New
NSG
77
Nalls Sherbakoff Group
Tennessee
$79K +$79K +2,910 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$75K – – –
SF
79
Synovus Financial
Georgia
$59K +$107 +4 +0.2%
EWM
80
Executive Wealth Management
Michigan
$57K +$57K +2,102 New
MWC
81
MKD Wealth Coaches
Michigan
$44K +$44K +1,628 New
LNB
82
Ledyard National Bank
$43K -$411 -15 -0.9%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$43K +$27 +1 +0.1%
PFSC
84
Peoples Financial Services Corp
Pennsylvania
$41K – – –
FPS
85
Fieldpoint Private Securities
Connecticut
$41K – – –
FIB
86
First Interstate Bank
Montana
$41K – – –
AIA
87
Alera Investment Advisors
Illinois
$41K +$41K +1,519 New
JCM
88
Jacobi Capital Management
Pennsylvania
$37K – – –
GWM
89
Geneos Wealth Management
Colorado
$36K -$3.64K -135 -9%
WTC
90
WhitTier Trust Company
Nevada
$35K -$13.6K -500 -28%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$34K +$34K +1,256 New
AIM
92
Advantage Investment Management
Iowa
$33K -$55 -2 -0.2%
SFSG
93
Stearns Financial Services Group
North Carolina
$33K +$413 +15 +1%
DWM
94
Doyle Wealth Management
Florida
$31K +$31K +1,156 New
BTNA
95
Bremer Trust National Association
Minnesota
$26K +$26K +940 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$19K – – –
KTC
97
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
CFA
98
Carroll Financial Associates
North Carolina
$19K – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$17K +$7.73K +300 +83%
NFG
100
Next Financial Group
Texas
$17K +$17K +640 New
2 3
4
5 6