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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

145 hedge funds and large institutions have $1.38B invested in iShares North American Natural Resources ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
23
Increased
51
Reduced
47
Closed
29
Calls
$502K
Puts
$602K
Net Calls
-$100K
Net Calls Change
-$46K

Top Buyers

1
EFS
Edelman Financial Services
Virginia
$621M
2
CWA
Convergent Wealth Advisors
Maryland
$52.9M
3
MCM
Makena Capital Management
California
$56.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$37.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$14.9M
2
TAG
Tactical Allocation Group
Michigan
$454K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$19.2M
4
MWP
Moller Wealth Partners
$9.66M
5
LS
Lattice Strategies
Pennsylvania
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
126
Psagot Value Holdings
Israel
$44K – – –
GGPS
127
Gary Goldberg Planning Services
New York
$33K – – –
SF
128
Synovus Financial
Georgia
$30K +$40 +1 +0.1%
JFA
129
JNBA Financial Advisors
Minnesota
$29K – – –
SSB
130
Sandy Spring Bank
Maryland
$23K -$15.5K -400 -40%
AA
131
AlphaMark Advisors
Kentucky
$23K – – –
CWM
132
Cranbrook Wealth Management
Michigan
$13K – – –
HCP
133
Holt Capital Partners
Texas
$13K +$13K +350 New
TWA
134
TCI Wealth Advisors
Arizona
$12K – – –
JFGIW
135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
SIA
136
Stancorp Investment Advisers
Oregon
$12K +$12K +305 New
DSC
137
Duncker Streett & Co
Missouri
$11K – – –
RIA
138
Regal Investment Advisors
Michigan
$7K -$25.6K -650 -79%
FWM
139
Focused Wealth Management
New York
$7K +$39 +1 +0.6%
BFEC
140
Benjamin F. Edwards & Company
Missouri
$4K – – –
WA
141
WFG Advisors
Texas
$2K -$18.8K -450 -90%
GI
142
Gradient Investments
Minnesota
$2K – – –
RFA
143
Reilly Financial Advisors
California
$2K – – –
BRWA
144
B. Riley Wealth Advisors
Florida
$48 +$48 +1,261 New
SCM
145
SCS Capital Management
Massachusetts
– -$1.36M -30,388 Closed
Truist Financial
146
Truist Financial
North Carolina
– -$1.08M -24,210 Closed
BSW
147
Buckingham Strategic Wealth
Missouri
– -$872K -19,483 Closed
AI
148
Atria Investments
North Carolina
– -$725K -16,193 Closed
Citadel Advisors
149
Citadel Advisors
Florida
– -$697K -15,576 Closed
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
– -$667K -14,900 Closed
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