iShares Evolved U.S. Healthcare Staples ETF
IEHS
IEHS was delisted on the 22nd of August, 2022.
11 hedge funds and large institutions have $6.16M invested in iShares Evolved U.S. Healthcare Staples ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
174% more capital invested
Capital invested by funds: $2.25M → $6.16M (+$3.92M)
83% more funds holding
Funds holding: 6 → 11 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.79M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.62M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$229K |
| 4 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$122K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
1
WealthBridge Capital Management
Westerville,
Ohio
| $2.29M | +$122K | +3,173 | +6% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.81M | +$1.79M | +46,755 | New |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.64M | +$1.62M | +42,301 | New |
|
|
BAM
4
Belpointe Asset Management
Reno,
Nevada
| $231K | +$229K | +5,974 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $154K | +$9.73K | +254 | +7% |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | +$19.9K | +520 | New |
|
|
JPLA
7
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $7K | – | – | – |
|
|
VBCG
8
Valley Brook Capital Group
Venetia,
Pennsylvania
| $5K | +$5.17K | +135 | New |
|
|
PFGIA
9
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $2K | – | – | – |
|
|
AIC
10
Ameritas Investment Company
Lincoln,
Nebraska
| $271 | +$268 | +7 | New |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -102 | Closed |
|
12
Wells Fargo
San Francisco,
California
| – | +$38 | +1 | New |
|
IEHS Hedge Fund Activity: Q1 2021 in Review
11 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Healthcare Staples ETF (IEHS) for Q1 2021, worth a combined $6.16M — up 174% from $2.25M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IEHS positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $1.79M. The largest seller was Advisory Services Network, exiting entirely with an estimated $4K sold.
- 11 institutional investors held iShares Evolved U.S. Healthcare Staples ETF (IEHS) as of Q1 2021, up from 6 in Q4 2020.
- Funds reported $6.16M of iShares Evolved U.S. Healthcare Staples ETF stock for Q1 2021, up 174% quarter-over-quarter.
- 7 funds opened new iShares Evolved U.S. Healthcare Staples ETF positions in Q1 2021 and 2 closed out, a net change of +5 holders.
- The largest iShares Evolved U.S. Healthcare Staples ETF buyer in Q1 2021 was Tower Research Capital (TRC), an estimated $1.79M added.
- The largest iShares Evolved U.S. Healthcare Staples ETF seller in Q1 2021 was Advisory Services Network, an estimated $4K sold.
Based on aggregated 13F filings for Q1 2021.