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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

138 hedge funds and large institutions have $505M invested in iShares North American Natural Resources ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
35
Reduced
54
Closed
24
Calls
$196K
Puts
$112K
Net Calls
+$84K
Net Calls Change
-$148K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$30.7M
2
Morgan Stanley
Morgan Stanley
New York
+$11.8M
3
FA
FDx Advisors
Illinois
+$7.42M
4
CAN
Cetera Advisor Networks
California
+$4.26M
5
VF
Virtu Financial
New York
+$3.82M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
-$561M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.9M
3
MCM
Makena Capital Management
California
-$11.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.27M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$78K – – –
IA
102
IFP Advisors
Florida
$66K +$66K +2,349 New
Citigroup
103
Citigroup
New York
$64K -$372K -13,279 -85%
DOA
104
D'Orazio & Associates
Virginia
$52K +$35.2K +1,257 +210%
PFSC
105
Peoples Financial Services Corp
Pennsylvania
$42K – – –
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$37K – – –
SSB
107
Sandy Spring Bank
Maryland
$34K – – –
PVH
108
Psagot Value Holdings
Israel
$32K – – –
BKA
109
Brick & Kyle Associates
Pennsylvania
$25K -$12.4K -446 -33%
KTC
110
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
JFA
111
JNBA Financial Advisors
Minnesota
$21K – – –
SF
112
Synovus Financial
Georgia
$21K +$220 +8 +1%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$17K – – –
AIA
114
Allegis Investment Advisors
Idaho
$17K +$17K +600 New
AA
115
AlphaMark Advisors
Kentucky
$15K – – –
LWA
116
Lowe Wealth Advisors
Maryland
$14K +$14K +511 New
BAM
117
Bruderman Asset Management
New York
$13K -$11.6K -400 -47%
BFEC
118
Benjamin F. Edwards & Company
Missouri
$12K +$9.14K +320 +320%
CWM
119
Cranbrook Wealth Management
Michigan
$10K – – –
GBT
120
Grove Bank & Trust
Florida
$10K +$10K +345 New
AIM
121
Advantage Investment Management
Iowa
$10K +$10K +352 New
TWA
122
TCI Wealth Advisors
Arizona
$9K – – –
DSC
123
Duncker Streett & Co
Missouri
$8K – – –
UFA
124
US Financial Advisors
Massachusetts
$8K +$8K +298 New
CCS
125
Crosspoint Capital Strategies
California
$7K -$2.24K -57 -24%
3 4
5
6 7