iShares Evolved U.S. Financials ETF
IEFN
IEFN was delisted on the 22nd of August, 2022.
5 hedge funds and large institutions have $2.73M invested in iShares Evolved U.S. Financials ETF in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
37% less capital invested
Capital invested by funds: $4.36M → $2.73M (-$1.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$505K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$46.1K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$15.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$473K |
| 2 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
-$374K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.3M | -$473K | -20,000 | -13% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $383K | +$505K | +21,342 | +6,115% |
|
|
3
UBS Group
Zurich,
Switzerland
| $36K | +$46.1K | +1,946 | +1,986% |
|
|
4
US Bancorp
Minneapolis,
Minnesota
| $12K | +$15.4K | +651 | New |
|
|
SPFA
5
Summit Place Financial Advisors
Summit,
New Jersey
| – | -$374K | -14,125 | Closed |
|
|
6
Wells Fargo
San Francisco,
California
| – | +$24 | +1 | +100% |
|
IEFN Hedge Fund Activity: Q1 2020 in Review
5 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q1 2020, worth a combined $2.73M — down 37% from $4.36M a quarter earlier.
Fund positioning in IEFN was balanced in Q1 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $505K. The largest seller was BlackRock, cutting an estimated $473K.
- 5 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $2.73M of iShares Evolved U.S. Financials ETF stock for Q1 2020, down 37% quarter-over-quarter.
- 1 fund opened new iShares Evolved U.S. Financials ETF positions in Q1 2020 and 1 closed out, a net change of 0 holders.
- The largest iShares Evolved U.S. Financials ETF buyer in Q1 2020 was Tower Research Capital (TRC), an estimated $505K added.
- The largest iShares Evolved U.S. Financials ETF seller in Q1 2020 was BlackRock, an estimated $473K sold.
Based on aggregated 13F filings for Q1 2020.