iShares Evolved U.S. Financials ETF
IEFN
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.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $3.13M → $4.08M (+$942K)
8% more funds holding
Funds holding: 12 → 13 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
+$421K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$419K |
| 3 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
+$401K |
| 4 |
HIC
Holderness Investments Company
Greensboro,
North Carolina
|
+$33.1K |
| 5 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$264K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.11K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.44K |
IEFN Hedge Fund Activity: Q1 2022 in Review
13 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q1 2022, worth a combined $4.08M — up 30% from $3.13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IEFN positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Synovus Financial, adding an estimated $421K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $264K sold.
- 13 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q1 2022, up from 12 in Q4 2021.
- Funds reported $4.08M of iShares Evolved U.S. Financials ETF stock for Q1 2022, up 30% quarter-over-quarter.
- 3 funds opened new iShares Evolved U.S. Financials ETF positions in Q1 2022 and 2 closed out, a net change of +1 holder.
- The largest iShares Evolved U.S. Financials ETF buyer in Q1 2022 was Synovus Financial, an estimated $421K added.
- The largest iShares Evolved U.S. Financials ETF seller in Q1 2022 was Tower Research Capital (TRC), an estimated $264K sold.
Based on aggregated 13F filings for Q1 2022.