iShares Evolved U.S. Financials ETF
IEFN
IEFN was delisted on the 22nd of August, 2022.
7 hedge funds and large institutions have $2.9M invested in iShares Evolved U.S. Financials ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
13% more capital invested
Capital invested by funds: $2.57M → $2.9M (+$336K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$34.6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$33.3K |
| 3 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$17.8K |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$23 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$346K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $2.67M | -$346K | -15,000 | -13% |
|
|
2
UBS Group
Zurich,
Switzerland
| $96K | -$16.4K | -712 | -16% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $70K | +$33.3K | +1,446 | +112% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $38K | +$34.6K | +1,500 | New |
|
|
IF
5
Ironwood Financial
Tucson,
Arizona
| $20K | +$17.8K | +770 | New |
|
|
FP
6
Financial Perspectives
Minneapolis,
Minnesota
| $5.81K | +$23 | +1 | +0.4% |
|
|
SWA
7
SOA Wealth Advisors
New York
| $5K | +$5.05K | +219 | New |
|
IEFN Hedge Fund Activity: Q4 2020 in Review
7 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q4 2020, worth a combined $2.9M — up 13% from $2.57M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IEFN positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $34.6K. The largest seller was BlackRock, cutting an estimated $346K.
- 7 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q4 2020, up from 4 in Q3 2020.
- Funds reported $2.9M of iShares Evolved U.S. Financials ETF stock for Q4 2020, up 13% quarter-over-quarter.
- 3 funds opened new iShares Evolved U.S. Financials ETF positions in Q4 2020 and 0 closed out, a net change of +3 holders.
- The largest iShares Evolved U.S. Financials ETF buyer in Q4 2020 was Royal Bank of Canada, an estimated $34.6K added.
- The largest iShares Evolved U.S. Financials ETF seller in Q4 2020 was BlackRock, an estimated $346K sold.
Based on aggregated 13F filings for Q4 2020.