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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 %
HB
101
Homrich & Berg
Georgia
$301K 7,861 +1,714 +28%
RMAM
102
Raab & Moskowitz Asset Management
New Jersey
$300K 7,829 -75 -0.9%
US Bancorp
103
US Bancorp
Minnesota
$294K 7,652 +2,170 +40%
Axa
104
Axa
France
$293K 7,650 +1,160 +18%
IC
105
Intersect Capital
California
$268K 6,986 +6,986 New
PAG
106
Private Advisor Group
New Jersey
$261K 6,803 +34 +0.5%
CG
107
Colony Group
Massachusetts
$256K 6,677 +6,677 New
AIG
108
American International Group
New York
$234K 6,113 -2,069 -25%
PA
109
Pinnacle Associates
New York
$234K 6,111 -211 -3%
1GA
110
1st Global Advisors
Texas
$218K 5,677 +30 +0.5%
FNBSF
111
First National Bank Sioux Falls
South Dakota
$168K 4,391 +602 +16%
Creative Planning
112
Creative Planning
Kansas
$145K 3,781 +192 +5%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$143K 3,727 +3 +0.1%
NFG
114
Next Financial Group
Texas
$129K 3,359 -5,698 -63%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$106K 2,760 -469 -15%
IF
116
Ironwood Financial
Arizona
$81K 2,122 +2,122 New
FNBT
117
FineMark National Bank & Trust
Florida
$79K 2,055 – –
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$70K 1,832 – –
PSI
119
Pinnacle Summer Investments
Virginia
$63K 1,711 – –
DOA
120
D'Orazio & Associates
Virginia
$62K 1,615 +1,222 +311%
FHA
121
First Horizon Advisors
Tennessee
$58K 1,514 – –
PFSC
122
Peoples Financial Services Corp
Pennsylvania
$57K 1,500 – –
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$56K 1,470 – –
BRWM
124
B. Riley Wealth Management
Tennessee
$50K 1,318 – –
BKA
125
Brick & Kyle Associates
Pennsylvania
$46K 1,200 +1,200 New
3 4
5
6 7