iShares Evolved U.S. Financials ETF
IEFN
IEFN was delisted on the 22nd of August, 2022.
11 hedge funds and large institutions have $1.75M invested in iShares Evolved U.S. Financials ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
27% less capital invested
Capital invested by funds: $2.39M → $1.75M (-$646K)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$65.5K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$57.8K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$6.31K |
| 4 |
SWA
SOA Wealth Advisors
New York
|
+$63 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$628K |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$206K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$31K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$21.5K |
| 5 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
-$691 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.41M | -$628K | -20,000 | -31% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $153K | +$57.8K | +1,842 | +61% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $66K | +$65.5K | +2,085 | New |
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $47K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $24K | -$31K | -986 | -56% |
|
|
IF
6
Ironwood Financial
Tucson,
Arizona
| $23K | -$628 | -20 | -3% |
|
|
FP
7
Financial Perspectives
Minneapolis,
Minnesota
| $7.22K | -$206K | -6,561 | -97% |
|
|
HIA
8
Harbor Investment Advisory
Lutherville,
Maryland
| $6K | -$691 | -22 | -11% |
|
|
SWA
9
SOA Wealth Advisors
New York
| $6K | +$63 | +2 | +0.9% |
|
|
AF
10
Allworth Financial
Folsom,
California
| $6K | +$6.31K | +201 | New |
|
|
AIC
11
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$21.5K | -727 | Closed |
|
IEFN Hedge Fund Activity: Q2 2021 in Review
11 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q2 2021, worth a combined $1.75M — down 27% from $2.39M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IEFN positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $65.5K. The largest seller was BlackRock, cutting an estimated $628K.
- 11 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q2 2021, up from 10 in Q1 2021.
- Funds reported $1.75M of iShares Evolved U.S. Financials ETF stock for Q2 2021, down 27% quarter-over-quarter.
- 2 funds opened new iShares Evolved U.S. Financials ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest iShares Evolved U.S. Financials ETF buyer in Q2 2021 was Osaic Holdings, an estimated $65.5K added.
- The largest iShares Evolved U.S. Financials ETF seller in Q2 2021 was BlackRock, an estimated $628K sold.
Based on aggregated 13F filings for Q2 2021.