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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

141 hedge funds and large institutions have $1.22B invested in iShares North American Natural Resources ETF in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.76%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
14
Increased
46
Reduced
55
Closed
15
Calls
$314K
Puts
$402K
Net Calls
-$88K
Net Calls Change
+$12K

Top Buyers

1
EFS
1
Edelman Financial Services
Virginia
$631M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$23.2M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$47.7M
5
LMIM
5
Lockheed Martin Investment Management
Maryland
$115M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$29.4M
2
CWA
2
Convergent Wealth Advisors
Maryland
$20.7M
3
MCM
3
Makena Capital Management
California
$32.5M
4
MFW
4
Meristem Family Wealth
Minnesota
$365K
5
Deutsche Bank
5
Deutsche Bank
Germany
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
126
Managed Account Advisors
New Jersey
$24K -$568K -14,914 -96%
CWM
127
Cranbrook Wealth Management
Michigan
$13K – – –
HCP
128
Holt Capital Partners
Texas
$13K – – –
TWA
129
TCI Wealth Advisors
Arizona
$12K – – –
DSC
130
Duncker Streett & Co
Missouri
$11K – – –
JFGIW
131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K – – –
SIA
132
Stancorp Investment Advisers
Oregon
$11K – – –
CA
133
CapWealth Advisors
Tennessee
$10K +$10K +275 New
FWM
134
Focused Wealth Management
New York
$7K +$39 +1 +0.6%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$4K – – –
OSNBOA
136
Old Second National Bank of Aurora
Illinois
$4K +$4K +100 New
TFA
137
Transamerica Financial Advisors
Florida
$4K +$4K +100 New
RFA
138
Reilly Financial Advisors
California
$2K – – –
GI
139
Gradient Investments
Minnesota
$2K – – –
Deutsche Bank
140
Deutsche Bank
Germany
– -$14.4M -375,004 Closed
SWM
141
Strategic Wealth Management
Washington
– -$1.71M -44,550 Closed
Jennison Associates
142
Jennison Associates
New York
– -$1.64M -42,703 Closed
VF
143
Virtu Financial
New York
– -$750K -19,570 Closed
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
– -$701K -18,287 Closed
Brown Advisory
145
Brown Advisory
Maryland
– -$659K -17,182 Closed
TAG
146
Tactical Allocation Group
Michigan
– -$454K -11,846 Closed
RJA
147
Raymond James & Associates
Florida
– -$422K -11,023 Closed
NCM
148
Newgate Capital Management
Connecticut
– -$406K -10,599 Closed
LCM
149
LVM Capital Management
Michigan
– -$364K -9,509 Closed
Stifel Financial
150
Stifel Financial
Missouri
– -$337K -8,809 Closed
3 4 5
6
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