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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

143 hedge funds and large institutions have $1.23B invested in iShares North American Natural Resources ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
32
Increased
46
Reduced
40
Closed
10
Calls
$676K
Puts
$4.58M
Net Calls
-$3.91M
Net Calls Change
-$184K

Top Buyers

1
EFS
1
Edelman Financial Services
Virginia
$514M
2
U
2
UBS
Switzerland
$21.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$22.7M
4
Bank of America
4
Bank of America
North Carolina
$127M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$156M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$40.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$43M
4
Deutsche Bank
4
Deutsche Bank
Germany
$12.1M
5
Comerica Bank
5
Comerica Bank
Texas
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
AlphaMark Advisors
Kentucky
$26K – – –
HCP
127
Holt Capital Partners
Texas
$26K +$26K +600 New
NC
128
NewSquare Capital
Pennsylvania
$18K +$18K +405 New
DOA
129
D'Orazio & Associates
Virginia
$17K +$17K +393 New
CWM
130
Cranbrook Wealth Management
Michigan
$15K +$15K +346 New
TWA
131
TCI Wealth Advisors
Arizona
$14K -$2.41K -55 -15%
SFSIG
132
San Francisco Sentry Investment Group
California
$13K – – –
DSC
133
Duncker Streett & Co
Missouri
$13K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$9K +$9K +197 New
ASN
135
Advisory Services Network
Georgia
$9K +$9K +216 New
FWM
136
Focused Wealth Management
New York
$8K +$45 +1 +0.6%
HI
137
Hudock Inc
Pennsylvania
$7K +$7K +150 New
BBPWM
138
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6K +132 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$4K – – –
WA
140
Winfield Associates
Ohio
$4K +$4K +90 New
RFA
141
Reilly Financial Advisors
California
$3K – – –
GI
142
Gradient Investments
Minnesota
$2K – – –
TAT
143
TD Ameritrade Trust
Colorado
$1K +$36 +1 +4%
Fidelity Investments
144
Fidelity Investments
Massachusetts
– -$50.6M -1,221,079 Closed
SWM
145
Strategic Wealth Management
Washington
– -$1.89M -45,550 Closed
VF
146
Virtu Financial
New York
– -$1.16M -27,997 Closed
BWM
147
Braver Wealth Management
Massachusetts
– -$576K -13,896 Closed
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
– -$253K -6,109 Closed
BIM
149
Bridgecreek Investment Management
Oklahoma
– -$135K -3,250 Closed
MBT
150
Monroe Bank & Trust
Michigan
– -$15K -350 Closed
3 4 5
6
7