iShares Edge MSCI Min Vol EAFE Currency Hedged ETF
HEFV
HEFV was delisted on the 15th of August, 2018.
8 hedge funds and large institutions have $14.6M invested in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
1% more capital invested
Capital invested by funds: $14.4M → $14.6M (+$178K)
11% less funds holding
Funds holding: 9 → 8 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$136K |
| 2 |
LPL Financial
San Diego,
California
|
+$56.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$349K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $10.1M | -$173K | -6,522 | -2% |
|
|
LFAS
2
Level Four Advisory Services
Dallas,
Texas
| $2.47M | – | – | – |
|
|
3
Jane Street
New York
| $1.1M | +$136K | +5,141 | +14% |
|
4
Goldman Sachs
New York
| $492K | – | – | – |
|
|
5
LPL Financial
San Diego,
California
| $305K | +$56.3K | +2,121 | +23% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $90K | – | – | – |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$349K | -13,600 | Closed |
|
HEFV Hedge Fund Activity: Q2 2017 in Review
8 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) for Q2 2017, worth a combined $14.6M — up 1.2% from $14.4M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of HEFV and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $136K. The largest seller was Citadel Advisors, exiting entirely with an estimated $349K sold.
- 8 institutional investors held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) as of Q2 2017, down from 9 in Q1 2017.
- Funds reported $14.6M of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF stock for Q2 2017, up 1.2% quarter-over-quarter.
- 0 funds opened new iShares Edge MSCI Min Vol EAFE Currency Hedged ETF positions in Q2 2017 and 1 closed out, a net change of -1 holder.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF buyer in Q2 2017 was Jane Street, an estimated $136K added.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF seller in Q2 2017 was Citadel Advisors, an estimated $349K sold.
Based on aggregated 13F filings for Q2 2017.