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IEHS

iShares Evolved U.S. Healthcare Staples ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 1422 (+8)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.63M +$1.38M +32,648 +704%
WWM
2
WJ Wealth Management
Arizona
$1.42M +$1.38M +32,619 New
TRCT
3
Tower Research Capital (TRC)
New York
$1.34M +$119K +2,809 +10%
Goldman Sachs
4
Goldman Sachs
New York
$1.18M +$1.15M +27,065 New
WCM
5
WealthBridge Capital Management
Ohio
$1.09M -$334K -7,881 -24%
Wells Fargo
6
Wells Fargo
California
$1.07M +$479K +11,294 +85%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$408K -$310K -7,318 -44%
Osaic Holdings
8
Osaic Holdings
Arizona
$247K -$4.5K -106 -2%
BAM
9
Belpointe Asset Management
Nevada
$244K -$55K -1,297 -19%
TWC
10
TD Waterhouse Canada
Ontario, Canada
$81.3K
Morgan Stanley
11
Morgan Stanley
New York
$35K +$33.9K +800 New
UBS Group
12
UBS Group
Switzerland
$23K -$11.9K -280 -35%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$22K
HWM
14
HighMark Wealth Management
Minnesota
$22K +$21.2K +500 New
SIAP
15
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$2.76K +65 New
FHA
16
First Horizon Advisors
Tennessee
$19K +$18.2K +430 New
BWM
17
BerganKDV Wealth Management
Minnesota
$13K
HF
18
Halpern Financial
Virginia
$8.78K +$8.53K +201 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$7K -$2.54K -60 -27%
IA
20
IFP Advisors
Florida
$7K +$11K +260 New
JPLA
21
Joseph P. Lucia & Associates
New York
$4K +$4.24K +100 New
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$2K
PA
23
Parallel Advisors
California
-$29.9K -706 Closed

IEHS Hedge Fund Activity: Q1 2022 in Review

22 of the 6,341 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.