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IEFN

iShares Evolved U.S. Financials ETF
IEFN

Delisted

IEFN was delisted on the 22nd of August, 2022.

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4 hedge funds and large institutions have $2.57M invested in iShares Evolved U.S. Financials ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 3 → 4 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

6% less capital invested

Capital invested by funds: $2.73M → $2.57M (-$162K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$26.8K
2
FP
Financial Perspectives
Minnesota
+$4.73K
3
UBS Group
UBS Group
Switzerland
+$1.72K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$207K
2
US Bancorp
US Bancorp
Minnesota
-$15K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$2.44M -$207K -10,000 -8%
UBS Group
2
UBS Group
Switzerland
$91K +$1.72K +83 +2%
TRCT
3
Tower Research Capital (TRC)
New York
$26K +$26.8K +1,294 New
FP
4
Financial Perspectives
Minnesota
$4.64K +$4.73K +228 New
US Bancorp
5
US Bancorp
Minnesota
– -$15K -721 Closed

IEFN Hedge Fund Activity: Q3 2020 in Review

4 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q3 2020, worth a combined $2.57M — down 6% from $2.73M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IEFN positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $26.8K. The largest seller was BlackRock, cutting an estimated $207K.

  • 4 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q3 2020, up from 3 in Q2 2020.
  • Funds reported $2.57M of iShares Evolved U.S. Financials ETF stock for Q3 2020, down 6% quarter-over-quarter.
  • 2 funds opened new iShares Evolved U.S. Financials ETF positions in Q3 2020 and 1 closed out, a net change of +1 holder.
  • The largest iShares Evolved U.S. Financials ETF buyer in Q3 2020 was Tower Research Capital (TRC), an estimated $26.8K added.
  • The largest iShares Evolved U.S. Financials ETF seller in Q3 2020 was BlackRock, an estimated $207K sold.

Based on aggregated 13F filings for Q3 2020.