IGE icon

iShares North American Natural Resources ETF
IGE

Overview Fund Activity

153 hedge funds and large institutions have $1.2B invested in iShares North American Natural Resources ETF in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
4.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
14
Increased
52
Reduced
46
Closed
10
Calls
$612K
Puts
$666K
Net Calls
-$54K
Net Calls Change
+$446K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
+$17.8M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$15.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.42M
4
Deutsche Bank
Deutsche Bank
Germany
+$4.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.13M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$36M
2
Bank of America
Bank of America
North Carolina
-$9.82M
3
RAM
Riggs Asset Management
Pennsylvania
-$3.36M
4
SB
Suntrust Banks
Georgia
-$3.31M
5
CS
Credit Suisse
Switzerland
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$66K – – –
BRWM
127
B. Riley Wealth Management
Tennessee
$58K – – –
PVH
128
Psagot Value Holdings
Israel
$51K – – –
CA
129
CapWealth Advisors
Tennessee
$48K -$4.83K -109 -9%
SSB
130
Sandy Spring Bank
Maryland
$44K -$18.2K -412 -29%
GGPS
131
Gary Goldberg Planning Services
New York
$38K – – –
RIA
132
Regal Investment Advisors
Michigan
$37K +$1.3K +29 +4%
JFA
133
JNBA Financial Advisors
Minnesota
$34K – – –
SF
134
Synovus Financial
Georgia
$34K +$91 +2 +0.3%
EIM
135
Emerson Investment Management
Massachusetts
$31K +$31K +700 New
AA
136
AlphaMark Advisors
Kentucky
$27K – – –
WA
137
WFG Advisors
Texas
$22K – – –
TFCP
138
Twin Focus Capital Partners
Massachusetts
$21K +$21K +471 New
DOA
139
D'Orazio & Associates
Virginia
$18K – – –
NC
140
NewSquare Capital
Pennsylvania
$18K – – –
CWM
141
Cranbrook Wealth Management
Michigan
$15K – – –
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
TWA
143
TCI Wealth Advisors
Arizona
$14K – – –
DSC
144
Duncker Streett & Co
Missouri
$13K – – –
SFSIG
145
San Francisco Sentry Investment Group
California
$13K – – –
OCM
146
One Capital Management
California
$10K +$10K +215 New
FWM
147
Focused Wealth Management
New York
$8K +$45 +1 +0.6%
HI
148
Hudock Inc
Pennsylvania
$7K – – –
BFEC
149
Benjamin F. Edwards & Company
Missouri
$4K – – –
RFA
150
Reilly Financial Advisors
California
$3K – – –
3 4 5
6
7