iShares Evolved U.S. Financials ETF
IEFN
IEFN was delisted on the 22nd of August, 2022.
5 hedge funds and large institutions have $4.36M invested in iShares Evolved U.S. Financials ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
150% more funds holding
Funds holding: 2 → 5 (+3)
13% more capital invested
Capital invested by funds: $3.85M → $4.36M (+$502K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.49K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $3.97M | – | – | – |
|
|
SPFA
2
Summit Place Financial Advisors
Summit,
New Jersey
| $374K | +$358K | +14,125 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $9K | -$197K | -7,781 | -96% |
|
|
4
UBS Group
Zurich,
Switzerland
| $3K | +$2.49K | +98 | New |
|
|
5
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|
IEFN Hedge Fund Activity: Q4 2019 in Review
5 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q4 2019, worth a combined $4.36M — up 13% from $3.85M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IEFN positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $2.49K. The largest seller was Tower Research Capital (TRC), cutting an estimated $197K.
- 5 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q4 2019, up from 2 in Q3 2019.
- Funds reported $4.36M of iShares Evolved U.S. Financials ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 3 funds opened new iShares Evolved U.S. Financials ETF positions in Q4 2019 and 0 closed out, a net change of +3 holders.
- The largest iShares Evolved U.S. Financials ETF buyer in Q4 2019 was UBS Group, an estimated $2.49K added.
- The largest iShares Evolved U.S. Financials ETF seller in Q4 2019 was Tower Research Capital (TRC), an estimated $197K sold.
Based on aggregated 13F filings for Q4 2019.