We are live on ! Find out more
IEFN

iShares Evolved U.S. Financials ETF
IEFN

Delisted

IEFN was delisted on the 22nd of August, 2022.

Back to rankings

12 hedge funds and large institutions have $3.13M invested in iShares Evolved U.S. Financials ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $2.05M → $3.13M (+$1.09M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more funds holding

Funds holding: 11 → 12 (+1)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$405K
2
SF
Synovus Financial
Georgia
+$357K
3
TRCT
Tower Research Capital (TRC)
New York
+$229K
4
HIC
Holderness Investments Company
North Carolina
+$26K
5
UBS Group
UBS Group
Switzerland
+$9.27K

Top Sellers

Rank Fund Capital Flow
1
IF
Ironwood Financial
Arizona
-$24K
2
AF
Allworth Financial
California
-$6K
3
Wells Fargo
Wells Fargo
California
-$67
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.5M – – –
HIC
2
Holderness Investments Company
North Carolina
$497K +$26K +780 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$404K +$405K +12,153 New
SF
4
Synovus Financial
Georgia
$351K +$357K +10,696 New
TRCT
5
Tower Research Capital (TRC)
New York
$264K +$229K +6,873 +636%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$50K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$37K +$2.43K +73 +7%
HIA
8
Harbor Investment Advisory
Maryland
$9K +$3.47K +104 +62%
UBS Group
9
UBS Group
Switzerland
$9K +$9.27K +278 New
FP
10
Financial Perspectives
Minnesota
$7.75K +$33 +1 +0.4%
SWA
11
SOA Wealth Advisors
New York
$7K +$67 +2 +0.9%
Bank of America
12
Bank of America
North Carolina
$3K +$2.6K +78 New
IF
13
Ironwood Financial
Arizona
– -$24K -750 Closed
AF
14
Allworth Financial
California
– -$6K -202 Closed
Wells Fargo
15
Wells Fargo
California
– -$67 -2 Closed

IEFN Hedge Fund Activity: Q4 2021 in Review

12 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q4 2021, worth a combined $3.13M — up 53% from $2.05M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IEFN positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $405K. The largest seller was Ironwood Financial, exiting entirely with an estimated $24K sold.

  • 12 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q4 2021, up from 11 in Q3 2021.
  • Funds reported $3.13M of iShares Evolved U.S. Financials ETF stock for Q4 2021, up 53% quarter-over-quarter.
  • 4 funds opened new iShares Evolved U.S. Financials ETF positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest iShares Evolved U.S. Financials ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $405K added.
  • The largest iShares Evolved U.S. Financials ETF seller in Q4 2021 was Ironwood Financial, an estimated $24K sold.

Based on aggregated 13F filings for Q4 2021.