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iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
HAWX
30 hedge funds and large institutions have $114M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $102M → $114M (+$11.9M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0.47% more ownership
Funds ownership: 68.37% → 68.84% (+0.47%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
10
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
|
+$2.85M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.35M |
| 3 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$1.82M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$656K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
26
Baldwin Wealth Partners
Marion,
Massachusetts
| $63.9K | +$63.1K | +2,332 | New |
|
|
BWL
27
Bogart Wealth LLC
Mclean,
Virginia
| $37.7K | +$8.36K | +309 | +29% |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $6.17K | – | – | – |
|
|
BAM
29
Belpointe Asset Management
Reno,
Nevada
| $2.55K | – | – | – |
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| $200 | +$198K | +7,328 | New |
|
31
Wells Fargo
San Francisco,
California
| $20 | -$27 | -1 | Closed |
|
|
HPC
32
HM Payson & Co
Portland,
Maine
| $8 | – | – | – |
|
33
Rockefeller Capital Management
New York
| – | -$56K | -2,216 | Closed |
|
34
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$11.1K | -429 | Closed |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| – | -$1K | -44 | Closed |
|