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 $12.6M invested in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
9% less capital invested
Capital invested by funds: $13.9M → $12.6M (-$1.31M)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$604K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$254K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$57.3K |
| 4 |
LPL Financial
San Diego,
California
|
+$24.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$1.91M |
| 2 |
Goldman Sachs
New York
|
-$358K |
| 3 |
SG Americas Securities
New York
|
-$276K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $10.7M | +$57.3K | +2,096 | +0.5% |
|
|
2
Jane Street
New York
| $606K | +$604K | +22,085 | New |
|
|
LFAS
3
Level Four Advisory Services
Dallas,
Texas
| $592K | -$1.91M | -69,963 | -76% |
|
|
4
LPL Financial
San Diego,
California
| $404K | +$24.5K | +898 | +6% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $255K | +$254K | +9,288 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $57K | – | – | – |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $8K | +$5.47K | +200 | +230% |
|
|
9
Goldman Sachs
New York
| – | -$358K | -13,368 | Closed |
|
|
10
SG Americas Securities
New York
| – | -$276K | -10,296 | Closed |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -272 | Closed |
|
HEFV Hedge Fund Activity: Q4 2017 in Review
8 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) for Q4 2017, worth a combined $12.6M — down 9.4% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HEFV and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, opening a new position worth an estimated $604K. The largest seller was Level Four Advisory Services, cutting an estimated $1.91M.
- 8 institutional investors held iShares Edge MSCI Min Vol EAFE Currency Hedged ETF (HEFV) as of Q4 2017, down from 9 in Q3 2017.
- Funds reported $12.6M of iShares Edge MSCI Min Vol EAFE Currency Hedged ETF stock for Q4 2017, down 9.4% quarter-over-quarter.
- 2 funds opened new iShares Edge MSCI Min Vol EAFE Currency Hedged ETF positions in Q4 2017 and 3 closed out, a net change of -1 holder.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF buyer in Q4 2017 was Jane Street, an estimated $604K added.
- The largest iShares Edge MSCI Min Vol EAFE Currency Hedged ETF seller in Q4 2017 was Level Four Advisory Services, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2017.