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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

113 hedge funds and large institutions have $118M invested in iShares North American Natural Resources ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-19
Holders Change %
-14.39%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
29
Reduced
39
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$24.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.31M
3
Goldman Sachs
Goldman Sachs
New York
+$5.37M
4
Morgan Stanley
Morgan Stanley
New York
+$3.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.27M

Top Sellers

1
RIM
Rampart Investment Management
Connecticut
-$7.07M
2
IFA
Interactive Financial Advisors
Illinois
-$2.92M
3
MSWMA
Market Street Wealth Management Advisors
Indiana
-$1.56M
4
OFG
Oxford Financial Group
Indiana
-$1.33M
5
MIAS
Mason Investment Advisory Services
Virginia
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$3K – – –
GAM
102
Gemmer Asset Management
California
$3K – – –
GI
103
Gradient Investments
Minnesota
$3K +$2.3K +144 +327%
TFS
104
TrustCore Financial Services
Tennessee
$3K +$3K +202 New
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
CIAS
106
Capital Investment Advisory Services
North Carolina
$2K – – –
CAN
107
Claraphi Advisory Network
United States
$2K +$2K +121 New
SFSG
108
Stearns Financial Services Group
North Carolina
$1K – – –
OPS
109
Orion Portfolio Solutions
Nebraska
$1K – – –
RIM
110
Rampart Investment Management
Connecticut
– -$7.07M -235,029 Closed
IFA
111
Interactive Financial Advisors
Illinois
– -$2.92M -96,987 Closed
MSWMA
112
Market Street Wealth Management Advisors
Indiana
– -$1.56M -51,917 Closed
Jennison Associates
113
Jennison Associates
New York
– -$1.09M -36,115 Closed
JPMPWA
114
J.P. Morgan Private Wealth Advisors
California
– -$983K -32,670 Closed
Northern Trust
115
Northern Trust
Illinois
– -$487K -16,193 Closed
HighTower Advisors
116
HighTower Advisors
Illinois
– -$420K -13,925 Closed
SWP
117
Stratos Wealth Partners
Ohio
– -$369K -12,272 Closed
CS
118
Comerica Securities
Michigan
– -$320K -10,623 Closed
ACM
119
Avalon Capital Management
California
– -$293K -9,722 Closed
CFFP
120
Center for Financial Planning
Michigan
– -$271K -9,000 Closed
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
– -$258K -8,584 Closed
HW
122
Hancock Whitney
Mississippi
– -$256K -8,517 Closed
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
– -$226K -7,517 Closed
FAAS
124
First Allied Advisory Services
California
– -$221K -7,413 Closed
MSAM
125
Moloney Securities Asset Management
Missouri
– -$204K -6,786 Closed
2 3 4
5
6