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iShares North American Natural Resources ETF
IGE

Overview Fund Activity

138 hedge funds and large institutions have $505M invested in iShares North American Natural Resources ETF in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
3.62%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
24
Increased
35
Reduced
54
Closed
24
Calls
$196K
Puts
$112K
Net Calls
+$84K
Net Calls Change
-$148K

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$30.7M
2
Morgan Stanley
Morgan Stanley
New York
$109M
3
FA
FDx Advisors
Illinois
$7.42M
4
CAN
Cetera Advisor Networks
California
$6.19M
5
VF
Virtu Financial
New York
$3.82M

Top Sellers

1
EFS
Edelman Financial Services
Virginia
$11.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.7M
3
MCM
Makena Capital Management
California
$26.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$904K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M +$11.8M +420,448 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$49.3M -$6.8M -241,570 -12%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$38.7M -$13.9M -494,453 -26%
Bank of America
4
Bank of America
North Carolina
$31.6M -$6.09M -216,499 -16%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$30.7M +$30.7M +1,091,371 New
MCM
6
Makena Capital Management
California
$26.6M -$11.8M -418,189 -31%
Goldman Sachs
7
Goldman Sachs
New York
$13.7M -$3.48M -123,507 -20%
AIP
8
Ameritas Investment Partners
Nebraska
$12.9M +$454K +16,126 +4%
EFS
9
Edelman Financial Services
Virginia
$11.8M -$561M -19,937,353 -98%
ANTB
10
AMG National Trust Bank
Colorado
$9.67M -$3.3M -117,391 -25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.47M -$2.61M -92,917 -24%
FA
12
FDx Advisors
Illinois
$7.42M +$7.42M +263,579 New
MI
13
Mercer Investments
Massachusetts
$7.4M +$36.6K +1,302 +0.5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$6.93M -$269K -9,549 -4%
TFF
15
The Family Firm
Maryland
$6.89M -$13K -463 -0.2%
LPL Financial
16
LPL Financial
California
$6.78M +$3.75M +133,180 +124%
CAN
17
Cetera Advisor Networks
California
$6.19M +$4.26M +150,910 +221%
UBS Group
18
UBS Group
Switzerland
$5.67M -$1.85M -65,908 -25%
EA
19
Euclid Advisors
Connecticut
$5.07M -$1.08M -38,490 -18%
CS
20
Credit Suisse
Switzerland
$4.97M -$3.93M -139,835 -44%
MWP
21
Moller Wealth Partners
$4.97M -$1.21M -43,163 -20%
RBC
22
Roble Belko & Company
Pennsylvania
$4.73M +$1.29M +45,709 +37%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.61M +$397K +14,113 +9%
TRCT
24
Tower Research Capital (TRC)
New York
$3.96M -$2.17M -77,094 -35%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3.87M +$2.18M +77,358 +128%
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