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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 %
Axa
101
Axa
France
$324K – – –
1GA
102
1st Global Advisors
Texas
$278K -$11.2K -224 -4%
US Bancorp
103
US Bancorp
Minnesota
$274K -$40.3K -806 -13%
SI
104
SII Investments
Wisconsin
$264K – – –
Franklin Resources
105
Franklin Resources
California
$250K – – –
BOTW
106
Bank of the West
California
$244K – – –
SC
107
Stratford Consulting
Texas
$238K -$231K -4,618 -49%
AT
108
Arden Trust
Delaware
$233K -$13K -260 -5%
BHWM
109
Bar Harbor Wealth Management
New Hampshire
$229K -$2.49K -50 -1%
PP
110
Patten & Patten
Tennessee
$213K +$213K +4,255 New
PTC
111
Private Trust Company
Ohio
$203K – – –
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$193K +$7.63K +153 +4%
FNBSF
113
First National Bank Sioux Falls
South Dakota
$189K -$42.4K -850 -18%
Creative Planning
114
Creative Planning
Kansas
$172K +$500 +10 +0.3%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$138K – – –
MG
116
MDE Group
New Jersey
$112K – – –
FNBT
117
FineMark National Bank & Trust
Florida
$103K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$95K -$938K -18,766 -91%
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$92K +$85.4K +1,700 +1,288%
PSI
120
Pinnacle Summer Investments
Virginia
$85K -$7.45K -150 -8%
Barclays
121
Barclays
United Kingdom
$83K +$83K +1,703 New
PFSC
122
Peoples Financial Services Corp
Pennsylvania
$75K – – –
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$73K – – –
FHA
124
First Horizon Advisors
Tennessee
$73K – – –
SSB
125
Sandy Spring Bank
Maryland
$70K +$39.1K +786 +127%
3 4
5
6 7