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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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10 hedge funds and large institutions have $2.17M 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.

New
Increased
Maintained
Reduced
Closed

43% more funds holding

Funds holding: 7 → 10 (+3)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

20.39% less ownership

Funds ownership: 57.12% → 36.73% (-20%)

25% less capital invested

Capital invested by funds: $2.9M → $2.17M (-$734K)

Holders
10
Holders Change
+3
Holders Change %
+42.86%
% of All Funds
0.18%
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
AIC
Ameritas Investment Company
Nebraska
+$20.2K
2
TRCT
Tower Research Capital (TRC)
New York
+$8.36K
3
HIA
Harbor Investment Advisory
Maryland
+$5.58K
4
FP
Financial Perspectives
Minnesota
+$28
5
Wells Fargo
Wells Fargo
California
+$28

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.11M
2
UBS Group
UBS Group
Switzerland
-$55.7K

IEFN Hedge Fund Activity: Q1 2021 in Review

10 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q1 2021, worth a combined $2.17M — down 25% 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 Ameritas Investment Company, opening a new position worth an estimated $20.2K. 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 $2.17M of iShares Evolved U.S. Financials ETF stock for Q1 2021, down 25% 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 Ameritas Investment Company, an estimated $20.2K 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.