We are live on ! Find out more
IEIH

iShares Evolved U.S. Innovative Healthcare ETF
IEIH

Delisted

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

Back to rankings

16 hedge funds and large institutions have $16.5M invested in iShares Evolved U.S. Innovative Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

147% more capital invested

Capital invested by funds: $6.68M → $16.5M (+$9.83M)

14% more funds holding

Funds holding: 14 → 16 (+2)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Financial Perspectives
Minnesota
+$8.21M
2
Truist Financial
Truist Financial
North Carolina
+$1.59M
3
TRCT
Tower Research Capital (TRC)
New York
+$627K
4
Morgan Stanley
Morgan Stanley
New York
+$49.9K
5
UBS Group
UBS Group
Switzerland
+$37K

Top Sellers

Rank Fund Capital Flow
1
BWM
Birchcreek Wealth Management
Ohio
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1
Financial Perspectives
Minnesota
$7.82M +$8.21M +246,638 +3,935%
SWM
2
Strategic Wealth Management
Washington
$3.29M – – –
Truist Financial
3
Truist Financial
North Carolina
$3.17M +$1.59M +47,850 +96%
TRCT
4
Tower Research Capital (TRC)
New York
$609K +$627K +18,823 New
PIMG
5
Patriot Investment Management Group
Tennessee
$425K +$34.8K +1,045 +9%
DAS
6
Dynamic Advisor Solutions
Arizona
$384K +$5.03K +151 +1%
BlackRock
7
BlackRock
New York
$323K – – –
ASN
8
Advisory Services Network
Georgia
$201K +$4.56K +137 +2%
Morgan Stanley
9
Morgan Stanley
New York
$106K +$49.9K +1,500 +85%
Osaic Holdings
10
Osaic Holdings
Arizona
$101K +$25.2K +757 +32%
UBS Group
11
UBS Group
Switzerland
$46K +$37K +1,113 +365%
AIC
12
Ameritas Investment Company
Nebraska
$20.7K +$21.3K +640 New
IF
13
Ironwood Financial
Arizona
$19K – – –
CWA
14
Carolina Wealth Advisors
South Carolina
$2K – – –
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
BWM
16
Birchcreek Wealth Management
Ohio
– -$114K -3,528 Closed
Wells Fargo
17
Wells Fargo
California
– +$33 +1 New

IEIH Hedge Fund Activity: Q1 2021 in Review

16 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Evolved U.S. Innovative Healthcare ETF (IEIH) for Q1 2021, worth a combined $16.5M — up 147% from $6.68M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IEIH positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $8.21M. The largest seller was Birchcreek Wealth Management, exiting entirely with an estimated $114K sold.

  • 16 institutional investors held iShares Evolved U.S. Innovative Healthcare ETF (IEIH) as of Q1 2021, up from 14 in Q4 2020.
  • Funds reported $16.5M of iShares Evolved U.S. Innovative Healthcare ETF stock for Q1 2021, up 147% quarter-over-quarter.
  • 3 funds opened new iShares Evolved U.S. Innovative Healthcare ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
  • The largest iShares Evolved U.S. Innovative Healthcare ETF buyer in Q1 2021 was Financial Perspectives, an estimated $8.21M added.
  • The largest iShares Evolved U.S. Innovative Healthcare ETF seller in Q1 2021 was Birchcreek Wealth Management, an estimated $114K sold.

Based on aggregated 13F filings for Q1 2021.