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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
Bank of America
North Carolina
$154M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.1M
3
LMIM
Lockheed Martin Investment Management
Maryland
$116M
4
TAG
Tactical Allocation Group
Michigan
$11.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$10.5M
2
EFS
Edelman Financial Services
Virginia
$607M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.5M
4
MCM
Makena Capital Management
California
$9.52M
5
CS
Credit Suisse
Switzerland
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
126
B. Riley Wealth Management
Tennessee
$65K – – –
CA
127
CapWealth Advisors
Tennessee
$60K +$15.2K +301 +34%
PVH
128
Psagot Value Holdings
Israel
$57K – – –
GGPS
129
Gary Goldberg Planning Services
New York
$42K – – –
RIA
130
Regal Investment Advisors
Michigan
$40K -$5.01K -100 -11%
JFA
131
JNBA Financial Advisors
Minnesota
$38K – – –
SF
132
Synovus Financial
Georgia
$37K +$9.84K +199 +36%
AA
133
AlphaMark Advisors
Kentucky
$30K – – –
WA
134
WFG Advisors
Texas
$25K – – –
NC
135
NewSquare Capital
Pennsylvania
$20K – – –
DOA
136
D'Orazio & Associates
Virginia
$20K – – –
CWM
137
Cranbrook Wealth Management
Michigan
$17K – – –
HCP
138
Holt Capital Partners
Texas
$17K – – –
TWA
139
TCI Wealth Advisors
Arizona
$16K – – –
DSC
140
Duncker Streett & Co
Missouri
$15K – – –
SFSIG
141
San Francisco Sentry Investment Group
California
$15K – – –
AllianceBernstein
142
AllianceBernstein
Tennessee
$15K +$15K +300 New
JFGIW
143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K +$15K +302 New
BRWA
144
B. Riley Wealth Advisors
Florida
$12.8K +$12.8K +255 New
FWM
145
Focused Wealth Management
New York
$9K – – –
HI
146
Hudock Inc
Pennsylvania
$7K – – –
BFEC
147
Benjamin F. Edwards & Company
Missouri
$5K – – –
RFA
148
Reilly Financial Advisors
California
$3K – – –
GI
149
Gradient Investments
Minnesota
$2K – – –
TAT
150
TD Ameritrade Trust
Colorado
$1K – – –
3 4 5
6
7