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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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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.

New
Increased
Maintained
Reduced
Closed

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

5.89% less ownership

Funds ownership: 63% → 57.12% (-5.9%)

Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.6K
2
TRCT
Tower Research Capital (TRC)
New York
+$33.3K
3
IF
Ironwood Financial
Arizona
+$17.8K
4
FP
Financial Perspectives
Minnesota
+$23

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$346K
2
UBS Group
UBS Group
Switzerland
-$16.4K

IEFN Hedge Fund Activity: Q4 2020 in Review

7 of the 5,676 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.