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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
$562M
2
LMIM
Lockheed Martin Investment Management
Maryland
$120M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.2M
4
Deutsche Bank
Deutsche Bank
Germany
$19.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.14M
2
Bank of America
Bank of America
North Carolina
$128M
3
RAM
Riggs Asset Management
Pennsylvania
$0
4
SB
Suntrust Banks
Georgia
$3.4M
5
CS
Credit Suisse
Switzerland
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1
Edelman Financial Services
Virginia
$562M +$17.8M +398,442 +3%
Bank of America
2
Bank of America
North Carolina
$128M -$9.82M -219,522 -7%
LMIM
3
Lockheed Martin Investment Management
Maryland
$120M +$15.5M +346,199 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$35.2M +$6.42M +143,415 +22%
Morgan Stanley
5
Morgan Stanley
New York
$32.1M -$821K -18,338 -2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$28.1M +$2.01M +44,926 +8%
Deutsche Bank
7
Deutsche Bank
Germany
$19.7M +$4.74M +105,979 +32%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.8M +$3.13M +70,013 +20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.4M +$379K +8,465 +2%
AIP
10
Ameritas Investment Partners
Nebraska
$16.3M -$1.09M -24,402 -6%
MWP
11
Moller Wealth Partners
$15.3M -$284K -6,352 -2%
U
12
UBS
Switzerland
$14.7M -$1.2M -26,724 -8%
TAG
13
Tactical Allocation Group
Michigan
$13.3M +$3.09M +68,996 +30%
ANTB
14
AMG National Trust Bank
Colorado
$12.7M +$396K +8,851 +3%
LPL Financial
15
LPL Financial
California
$11.2M -$343K -7,818 -3%
Wells Fargo
16
Wells Fargo
California
$10.7M +$732K +16,362 +7%
Goldman Sachs
17
Goldman Sachs
New York
$9.94M +$496K +11,076 +5%
MCM
18
Makena Capital Management
California
$8.53M – – –
Comerica Bank
19
Comerica Bank
Texas
$7.41M -$277K -6,193 -4%
LS
20
Lattice Strategies
Pennsylvania
$5.73M +$267K +5,959 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.16M +$407K +9,086 +9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.87M +$640K +14,296 +15%
FA
23
FDx Advisors
Illinois
$4.37M +$95.7K +2,139 +2%
LIM
24
Leavell Investment Management
Alabama
$3.47M +$449K +10,031 +15%
VF
25
Virtu Financial
New York
$3.43M +$1.53M +34,198 +81%
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