iShares Evolved U.S. Healthcare Staples ETF
IEHS
IEHS was delisted on the 22nd of August, 2022.
22 hedge funds and large institutions have $8.88M invested in iShares Evolved U.S. Healthcare Staples ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
74% more capital invested
Capital invested by funds: $5.11M → $8.88M (+$3.78M)
57% more funds holding
Funds holding: 14 → 22 (+8)
8.21% more ownership
Funds ownership: 13.19% → 21.39% (+8.2%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.38M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$1.38M |
| 3 |
Goldman Sachs
New York
|
+$1.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$479K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
-$334K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$310K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$55K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
-$29.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.9K |
IEHS Hedge Fund Activity: Q1 2022 in Review
22 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Healthcare Staples ETF (IEHS) for Q1 2022, worth a combined $8.88M — up 74% from $5.11M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IEHS positions and 1 closed out — a net gain of 8 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.38M. The largest seller was WealthBridge Capital Management, cutting an estimated $334K.
- 22 institutional investors held iShares Evolved U.S. Healthcare Staples ETF (IEHS) as of Q1 2022, up from 14 in Q4 2021.
- Funds reported $8.88M of iShares Evolved U.S. Healthcare Staples ETF stock for Q1 2022, up 74% quarter-over-quarter.
- 9 funds opened new iShares Evolved U.S. Healthcare Staples ETF positions in Q1 2022 and 1 closed out, a net change of +8 holders.
- The largest iShares Evolved U.S. Healthcare Staples ETF buyer in Q1 2022 was LPL Financial, an estimated $1.38M added.
- The largest iShares Evolved U.S. Healthcare Staples ETF seller in Q1 2022 was WealthBridge Capital Management, an estimated $334K sold.
Based on aggregated 13F filings for Q1 2022.