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 $13.9M invested in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
5% less capital invested
Capital invested by funds: $14.6M → $13.9M (-$717K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$272K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$207K |
| 3 |
LPL Financial
San Diego,
California
|
+$67K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.3K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$212 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.1M |
| 2 |
Goldman Sachs
New York
|
-$132K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$115K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$33.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $10.4M | +$207K | +7,834 | +2% |
|
|
LFAS
2
Level Four Advisory Services
Dallas,
Texas
| $2.46M | -$115K | -4,364 | -5% |
|
|
3
LPL Financial
San Diego,
California
| $373K | +$67K | +2,533 | +22% |
|
|
4
Goldman Sachs
New York
| $358K | -$132K | -5,000 | -27% |
|
|
5
SG Americas Securities
New York
| $276K | +$272K | +10,296 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $56K | -$33.7K | -1,273 | -38% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $17K | +$212 | +8 | +1% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $2K | +$2.3K | +87 | New |
|
|
10
Jane Street
New York
| – | -$1.1M | -41,190 | Closed |
|
HEFV Hedge Fund Activity: Q3 2017 in Review
9 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 Q3 2017, worth a combined $13.9M — down 4.9% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HEFV positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $272K. The largest seller was Jane Street, exiting entirely with an estimated $1.1M sold.
- 9 institutional investors held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) as of Q3 2017, up from 8 in Q2 2017.
- Funds reported $13.9M of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF stock for Q3 2017, down 4.9% quarter-over-quarter.
- 2 funds opened new iShares Edge MSCI Min Vol EAFE Currency Hedged ETF positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF buyer in Q3 2017 was SG Americas Securities, an estimated $272K added.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF seller in Q3 2017 was Jane Street, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2017.