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IEFN

iShares Evolved U.S. Financials ETF

Delisted

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

0 hedge funds and large institutions have $0 invested in iShares Evolved U.S. Financials ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 120 (-12)

100% less capital invested

Capital invested by funds: $3.12M → $0 (-$3.12M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 12

Holders
Holders Change
-12
Holders Change %
-100%
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
-$1.24M -45,000 Closed
TRCT
2
Tower Research Capital (TRC)
New York
-$459K -16,632 Closed
HIC
3
Holderness Investments Company
North Carolina
-$436K -15,826 Closed
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
-$324K -11,734 Closed
SF
5
Synovus Financial
Georgia
-$312K -11,332 Closed
SAS
6
Sanford Advisory Services
Michigan
-$295K -10,680 Closed
Osaic Holdings
7
Osaic Holdings
Arizona
-$20K -722 Closed
HIA
8
Harbor Investment Advisory
Maryland
-$19K -674 Closed
FP
9
Financial Perspectives
Minnesota
-$6.49K -235 Closed
SWA
10
SOA Wealth Advisors
New York
-$6K -226 Closed

IEFN Hedge Fund Activity: Q3 2022 in Review

0 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Financials ETF (IEFN) for Q3 2022, worth a combined $0 — down 100% from $3.12M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IEFN and 0 opened new positions — a net loss of 12 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $1.24M sold.

  • 0 institutional investors held iShares Evolved U.S. Financials ETF (IEFN) as of Q3 2022, down from 12 in Q2 2022.
  • Funds reported $0 of iShares Evolved U.S. Financials ETF stock for Q3 2022, down 100% quarter-over-quarter.
  • 0 funds opened new iShares Evolved U.S. Financials ETF positions in Q3 2022 and 12 closed out, a net change of -12 holders.
  • The largest iShares Evolved U.S. Financials ETF seller in Q3 2022 was BlackRock, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2022.