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Among the 3 tracked institutional investors we monitor, HEFA (ISHARES TR) is held with a combined value of $5.78M across 136,140 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $2.80M (0.00% of their portfolio). VANGUARD GROUP INC opened a new position in the most recent quarter. 2 funds increased their holdings.
Total Institutional Value
$5.78M
Total Shares Held
136,140
Institutional Holders
3
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $2.80M | 0.00% | +0.0% |
| 2 | FMR LLC | $2.73M | 0.00% | +3.8% |
| 3 | VANGUARD GROUP INC | $247.18K | 0.00% | New |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of HEFA with a position worth $2.80M, representing 0.00% of their portfolio. In total, 3 institutional investors hold HEFA with a combined value of $5.78M.
In the most recent quarter, 1 fund opened a new position in HEFA. Additionally, 2 increased their holdings.
Institutional investors hold $5.78M worth of HEFA stock across 3 positions. The largest institutional holder is CITADEL ADVISORS LLC with $2.80M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HEFA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HEFA positions.