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IEHS

iShares Evolved U.S. Healthcare Staples ETF
IEHS

Delisted

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

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12 hedge funds and large institutions have $2.64M invested in iShares Evolved U.S. Healthcare Staples ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

71% more funds holding

Funds holding: 7 → 12 (+5)

23% less capital invested

Capital invested by funds: $3.42M → $2.64M (-$773K)

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
–
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCM
WealthBridge Capital Management
Ohio
+$800K
2
DI
DFPG Investments
Utah
+$632K
3
BWA
Beam Wealth Advisors
Louisiana
+$509K
4
TRCT
Tower Research Capital (TRC)
New York
+$486K
5
US Bancorp
US Bancorp
Minnesota
+$28K

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$2.21M
2
Citadel Advisors
Citadel Advisors
Florida
-$789K
3
SG
StoneX Group
New York
-$392K
4
BRC
Bell Rock Capital
Delaware
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1
WealthBridge Capital Management
Ohio
$708K +$800K +26,454 New
DI
2
DFPG Investments
Utah
$612K +$632K +20,905 New
BWA
3
Beam Wealth Advisors
Louisiana
$450K +$509K +16,823 New
TRCT
4
Tower Research Capital (TRC)
New York
$430K +$486K +16,071 New
Osaic Holdings
5
Osaic Holdings
Arizona
$399K +$451K +14,904 New
US Bancorp
6
US Bancorp
Minnesota
$25K +$28K +925 New
UBS Group
7
UBS Group
Switzerland
$11K +$12.6K +418 New
ASN
8
Advisory Services Network
Georgia
$3K – – –
OPS
9
Orion Portfolio Solutions
Nebraska
$3K +$3.42K +113 New
Citigroup
10
Citigroup
New York
$1K – – –
JIP
11
Jaffetilchin Investment Partners
Florida
– -$2.21M -68,934 Closed
Citadel Advisors
12
Citadel Advisors
Florida
– -$789K -24,665 Closed
SG
13
StoneX Group
New York
– -$392K -12,255 Closed
BRC
14
Bell Rock Capital
Delaware
– -$1K -50 Closed
Fidelity Investments
15
Fidelity Investments
Massachusetts
– +$30 +1 New
Wells Fargo
16
Wells Fargo
California
– +$30 +1 New

IEHS Hedge Fund Activity: Q1 2020 in Review

12 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Healthcare Staples ETF (IEHS) for Q1 2020, worth a combined $2.64M — down 23% from $3.42M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IEHS positions and 4 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was WealthBridge Capital Management, opening a new position worth an estimated $800K. The largest seller was Jaffetilchin Investment Partners, exiting entirely with an estimated $2.21M sold.

  • 12 institutional investors held iShares Evolved U.S. Healthcare Staples ETF (IEHS) as of Q1 2020, up from 7 in Q4 2019.
  • Funds reported $2.64M of iShares Evolved U.S. Healthcare Staples ETF stock for Q1 2020, down 23% quarter-over-quarter.
  • 10 funds opened new iShares Evolved U.S. Healthcare Staples ETF positions in Q1 2020 and 4 closed out, a net change of +6 holders.
  • The largest iShares Evolved U.S. Healthcare Staples ETF buyer in Q1 2020 was WealthBridge Capital Management, an estimated $800K added.
  • The largest iShares Evolved U.S. Healthcare Staples ETF seller in Q1 2020 was Jaffetilchin Investment Partners, an estimated $2.21M sold.

Based on aggregated 13F filings for Q1 2020.