IEFN
iShares Evolved U.S. Financials ETF
IEFN
IEFN
Delisted
IEFN was delisted on the 22nd of August, 2022.
13 hedge funds and large institutions have $4.08M invested in iShares Evolved U.S. Financials ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
$0 |
| 2 |
UBS Group
Zurich,
Switzerland
|
$2K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
$0 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
$34K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $1.47M | – | – | – |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $807K | +$410K | +12,553 | +103% |
|
|
SF
3
Synovus Financial
Columbus,
Georgia
| $763K | +$413K | +12,610 | +118% |
|
|
HIC
4
Holderness Investments Company
Greensboro,
North Carolina
| $521K | +$32.4K | +992 | +7% |
|
|
SAS
5
Sanford Advisory Services
Portage,
Michigan
| $393K | +$393K | +12,026 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $49K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $34K | -$2.36K | -73 | -6% |
|
|
HIA
8
Harbor Investment Advisory
Lutherville,
Maryland
| $22K | +$13K | +391 | +143% |
|
|
FP
9
Financial Perspectives
Minneapolis,
Minnesota
| $7.65K | +$33 | +1 | +0.4% |
|
|
SWA
10
SOA Wealth Advisors
New York
| $7K | +$62 | +2 | +0.9% |
|
|
11
UBS Group
Zurich,
Switzerland
| $2K | -$6.55K | -213 | -77% |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$264K | -7,953 | Closed |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$3K | -78 | Closed |
|