iShares Edge MSCI Min Vol EAFE Currency Hedged ETF
HEFV
HEFV was delisted on the 15th of August, 2018.
9 hedge funds and large institutions have $14.4M invested in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
50% more funds holding
Funds holding: 6 → 9 (+3)
26% more capital invested
Capital invested by funds: $11.5M → $14.4M (+$2.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 2 |
Jane Street
New York
|
+$545K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$341K |
| 4 |
LPL Financial
San Diego,
California
|
+$232K |
| 5 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$34K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $9.88M | +$1.15M | +45,702 | +13% |
|
|
LFAS
2
Level Four Advisory Services
Dallas,
Texas
| $2.47M | +$132K | +5,256 | +6% |
|
|
3
Jane Street
New York
| $925K | +$545K | +21,727 | +152% |
|
|
4
Goldman Sachs
New York
| $472K | -$34K | -1,355 | -7% |
|
|
5
Citadel Advisors
Miami,
Florida
| $349K | +$341K | +13,600 | New |
|
|
6
LPL Financial
San Diego,
California
| $238K | +$232K | +9,265 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $86K | +$48.2K | +1,923 | +134% |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $16K | -$1.75K | -70 | -10% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$6.82K | +272 | New |
|
HEFV Hedge Fund Activity: Q1 2017 in Review
9 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) for Q1 2017, worth a combined $14.4M — up 26% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HEFV positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Bank of America, adding an estimated $1.15M. The largest seller was Goldman Sachs, cutting an estimated $34K.
- 9 institutional investors held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) as of Q1 2017, up from 6 in Q4 2016.
- Funds reported $14.4M of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF stock for Q1 2017, up 26% quarter-over-quarter.
- 3 funds opened new iShares Edge MSCI Min Vol EAFE Currency Hedged ETF positions in Q1 2017 and 0 closed out, a net change of +3 holders.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF buyer in Q1 2017 was Bank of America, an estimated $1.15M added.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF seller in Q1 2017 was Goldman Sachs, an estimated $34K sold.
Based on aggregated 13F filings for Q1 2017.