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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

140 hedge funds and large institutions have $1.06B invested in iShares North American Natural Resources ETF in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.91%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
17
Increased
39
Reduced
50
Closed
19
Calls
$377K
Puts
$145K
Net Calls
+$232K
Net Calls Change
-$2K

Top Buyers

1
EFS
1
Edelman Financial Services
Virginia
$591M
2
Morgan Stanley
2
Morgan Stanley
New York
$100M
3
MCM
3
Makena Capital Management
California
$39.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.9M
5
Bank of America
5
Bank of America
North Carolina
$38.9M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$0
2
VF
2
Virtu Financial
New York
$0
3
FA
3
FDx Advisors
Illinois
$0
4
Comerica Bank
4
Comerica Bank
Texas
$3.75M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$175K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
Winfield Associates
Ohio
$7K – – –
VIA
127
Vantage Investment Advisors
Pennsylvania
$7K +$7K +225 New
CCS
128
Crosspoint Capital Strategies
California
$7K +$7K +235 New
ACM
129
Argentus Capital Management
Texas
$6K +$6K +213 New
FWM
130
Focused Wealth Management
New York
$5K – – –
OSNBOA
131
Old Second National Bank of Aurora
Illinois
$3K – – –
BFEC
132
Benjamin F. Edwards & Company
Missouri
$3K – – –
TFA
133
Transamerica Financial Advisors
Florida
$3K – – –
RFA
134
Reilly Financial Advisors
California
$2K – – –
W
135
Wealthfront
California
$2K +$2K +63 New
GI
136
Gradient Investments
Minnesota
$1K – – –
MA
137
MCF Advisors
Kentucky
$1K +$1K +18 New
Nuveen Asset Management
138
Nuveen Asset Management
Illinois
$447 -$325 -11,189 -42%
LMIM
139
Lockheed Martin Investment Management
Maryland
– -$114M -3,137,842 Closed
VF
140
Virtu Financial
New York
– -$4.44M -122,406 Closed
FA
141
FDx Advisors
Illinois
– -$4.29M -118,315 Closed
LIM
142
Leavell Investment Management
Alabama
– -$1.46M -40,301 Closed
HF
143
HRT Financial
New York
– -$783K -21,599 Closed
KIA
144
KCM Investment Advisors
California
– -$640K -17,643 Closed
IAA
145
Ironsides Asset Advisors
North Carolina
– -$430K -11,855 Closed
RJA
146
Raymond James & Associates
Florida
– -$390K -10,738 Closed
MCM
147
Millie Capital Management
California
– -$367K -10,113 Closed
SYBT
148
Stock Yards Bank & Trust
Kentucky
– -$307K -8,462 Closed
RMAM
149
Raab & Moskowitz Asset Management
New Jersey
– -$275K -7,604 Closed
WCA
150
Westover Capital Advisors
Delaware
– -$226K -6,237 Closed
3 4 5
6
7