iShares Evolved U.S. Financials ETF
IEFN
IEFN was delisted on the 22nd of August, 2022.
10 hedge funds and large institutions have $2.39M invested in iShares Evolved U.S. Financials ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
18% less capital invested
Capital invested by funds: $2.9M → $2.39M (-$510K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$182K |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$20.2K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.36K |
| 4 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
+$5.58K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$55.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.92M | -$1.11M | -40,000 | -38% |
|
|
FP
2
Financial Perspectives
Minneapolis,
Minnesota
| $230K | +$182K | +6,563 | +2,866% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $90K | +$8.36K | +301 | +11% |
|
|
4
UBS Group
Zurich,
Switzerland
| $52K | -$55.7K | -2,007 | -53% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $44K | – | – | – |
|
|
IF
6
Ironwood Financial
Tucson,
Arizona
| $23K | – | – | – |
|
|
AIC
7
Ameritas Investment Company
Lincoln,
Nebraska
| $21.5K | +$20.2K | +727 | New |
|
|
SWA
8
SOA Wealth Advisors
New York
| $6K | – | – | – |
|
|
HIA
9
Harbor Investment Advisory
Lutherville,
Maryland
| $6K | +$5.58K | +201 | New |
|
|
10
Wells Fargo
San Francisco,
California
| – | +$28 | +1 | New |
|
IEFN Hedge Fund Activity: Q1 2021 in Review
10 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q1 2021, worth a combined $2.39M — down 18% from $2.9M 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 Financial Perspectives, adding an estimated $182K. The largest seller was BlackRock, cutting an estimated $1.11M.
- 10 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q1 2021, up from 7 in Q4 2020.
- Funds reported $2.39M of iShares Evolved U.S. Financials ETF stock for Q1 2021, down 18% quarter-over-quarter.
- 3 funds opened new iShares Evolved U.S. Financials ETF positions in Q1 2021 and 0 closed out, a net change of +3 holders.
- The largest iShares Evolved U.S. Financials ETF buyer in Q1 2021 was Financial Perspectives, an estimated $182K added.
- The largest iShares Evolved U.S. Financials ETF seller in Q1 2021 was BlackRock, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2021.