Which hedge funds own HEFA? ISHARES TR, Q2 2026 13F holders
6 of the hedge funds tracked by WhaleCreep disclosed a position in HEFA (ISHARES TR) in their Q2 2026 13F filings, worth $163.1m in total. The largest holder by portfolio weight is Partners Capital Investment Group, LLP at 5.7% of its book. 2 managers opened a new position this quarter: Y-Intercept (Hong Kong) LTD, Elequin Capital, LP.
6tracked managers holding
2opened this quarter
0exited this quarter
Which hedge funds hold HEFA? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Partners Capital Investment Group, LLP | Q2 2026 | 5.7% | $160.5m | 3,419,467 | -4% | reduced |
| Y-Intercept (Hong Kong) LTD | Q2 2026 | 0.0% | $212.5k | 4,528 | – | new |
| Elequin Capital, LP | Q2 2026 | 0.0% | $37.3k | 795 | – | new |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $1.6m | 33,846 | -49% | reduced |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $662.9k | 14,127 | -12% | reduced |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $118.4k | 2,523 | 105% | added |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| ancora_advisors | Q2 2026 | 0.0% |
How has hedge fund ownership of HEFA changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 7 | $163.3m |
| Q1 2026 | 5 | $155.8m |
| Q4 2025 | 2 | $1.2m |
| Q3 2025 | 2 | $3.2m |
| Q2 2025 | 3 | $5.3m |
| Q1 2025 | 2 | $11.8m |
| Q4 2024 | 2 | $6.5m |
| Q3 2024 | 2 | $5.6m |
| Q2 2024 | 2 | $3.6m |
| Q1 2024 | 1 | $5.2m |
| Q4 2023 | 1 | $3.2m |
| Q3 2023 | 1 | $765.0k |
| Q2 2023 | 1 | $1.6m |
| Q1 2023 | 1 | $572.0k |
| Q4 2022 | 1 | $282.0k |
| Q3 2022 | 1 | $511.0k |
Counts every tracked manager that disclosed HEFA in that quarter's filing, including managers that have since stopped filing.