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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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14 hedge funds and large institutions have $5.11M invested in iShares Evolved U.S. Healthcare Staples ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

56% more funds holding

Funds holding: 9 → 14 (+5)

46% more capital invested

Capital invested by funds: $3.5M → $5.11M (+$1.6M)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$1.21M
2
Wells Fargo
Wells Fargo
California
+$418K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$211K
4
LPL Financial
LPL Financial
California
+$202K
5
PA
Parallel Advisors
California
+$30.7K

Top Sellers

Rank Fund Capital Flow
1
WCM
WealthBridge Capital Management
Ohio
-$960K
2
JPLA
Joseph P. Lucia & Associates
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1
WealthBridge Capital Management
Ohio
$1.49M -$960K -22,089 -40%
TRCT
2
Tower Research Capital (TRC)
New York
$1.26M +$1.21M +27,782 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$759K +$211K +4,863 +41%
Wells Fargo
4
Wells Fargo
California
$602K +$418K +9,607 +266%
BAM
5
Belpointe Asset Management
Nevada
$313K – – –
Osaic Holdings
6
Osaic Holdings
Arizona
$262K +$14.4K +332 +6%
LPL Financial
7
LPL Financial
California
$211K +$202K +4,639 New
TWC
8
TD Waterhouse Canada
Ontario, Canada
$82.8K +$76.3K +1,755 New
UBS Group
9
UBS Group
Switzerland
$37K +$23.3K +536 +200%
PA
10
Parallel Advisors
California
$32K +$30.7K +706 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$24K – – –
BWM
12
BerganKDV Wealth Management
Minnesota
$14K +$13K +300 New
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$10K +$9.56K +220 New
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$43 +1 +2%
JPLA
15
Joseph P. Lucia & Associates
New York
– -$4K -100 Closed

IEHS Hedge Fund Activity: Q4 2021 in Review

14 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Healthcare Staples ETF (IEHS) for Q4 2021, worth a combined $5.11M — up 46% from $3.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IEHS positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $1.21M. The largest seller was WealthBridge Capital Management, cutting an estimated $960K.

  • 14 institutional investors held iShares Evolved U.S. Healthcare Staples ETF (IEHS) as of Q4 2021, up from 9 in Q3 2021.
  • Funds reported $5.11M of iShares Evolved U.S. Healthcare Staples ETF stock for Q4 2021, up 46% quarter-over-quarter.
  • 6 funds opened new iShares Evolved U.S. Healthcare Staples ETF positions in Q4 2021 and 1 closed out, a net change of +5 holders.
  • The largest iShares Evolved U.S. Healthcare Staples ETF buyer in Q4 2021 was Tower Research Capital (TRC), an estimated $1.21M added.
  • The largest iShares Evolved U.S. Healthcare Staples ETF seller in Q4 2021 was WealthBridge Capital Management, an estimated $960K sold.

Based on aggregated 13F filings for Q4 2021.