SEC 13F Intelligence

Hc Advisors, LLC / IEF

Hc Advisors, LLC’s Ishares Tr Position

Does Hc Advisors, LLC own Ishares Tr (IEF)? Not currently — the last reported position was 45.6K shares worth $4M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2024
Shares
45.6K
% of Portfolio
+2.06%
Quarters Held
17
position exited

Position History IEF

Reported value by quarter
Q4 ’19: $13MQ4 ’19Q2 ’20: $7MQ3 ’20: $7MQ4 ’20: $7MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ3 ’21: $7MQ3 ’21Q4 ’21: $6MQ1 ’22: $7MQ2 ’22: $5MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202445.6K$4M+2.06%
Q4 202341.1K$4M+2.22%
Q3 202341.2K$4M+2.24%
Q2 202344.4K$4M+2.49%
Q1 202345.1K$4M+2.76%
Q4 202245.1K$4M+2.95%
Q3 202243.4K$4M+2.87%
Q2 202246.0K$5M+3.35%
Q1 202267.4K$7M+4.60%
Q4 202155.6K$6M+3.92%
Q3 202156.6K$7M+4.28%
Q2 202156.4K$7M+4.01%
Q1 202155.3K$6M+4.04%
Q4 202056.7K$7M+4.65%
Q3 202057.8K$7M+5.68%
Q2 202060.9K$7M+6.14%
Q4 2019121.9K$13M+13.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Advisors, LLC’s full portfolio or all institutional holders of IEF.