We are live on ! Find out more
HAWX icon

iShares Currency Hedged MSCI ACWI ex US ETF
HAWX

26 hedge funds and large institutions have $132M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $114M → $132M (+$17.9M)

6.77% more ownership

Funds ownership: 68.84% → 75.61% (+6.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less funds holding

Funds holding: 30 → 26 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
13
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIG
Partners Capital Investment Group
Massachusetts
+$10.6M
2
LPL Financial
LPL Financial
California
+$2.93M
3
AWM
AE Wealth Management
Kansas
+$1.92M
4
Mariner
Mariner
Kansas
+$488K
5
PCIA
Prime Capital Investment Advisors
Kansas
+$456K

Top Sellers

1
CCM
Coldstream Capital Management
Washington
-$1.37M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
Jane Street
Jane Street
New York
-$588K
4
UBS Group
UBS Group
Switzerland
-$278K
5
WMWM
Whitaker-Myers Wealth Managers
Ohio
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.39K +$2.35K +84 New
Citadel Advisors
27
Citadel Advisors
Florida
– -$1.27M -46,470 Closed
Jane Street
28
Jane Street
New York
– -$588K -21,459 Closed
UBS Group
29
UBS Group
Switzerland
– -$278K -10,162 Closed
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
– -$200 -7,328 Closed
ASN
31
Advisory Services Network
Georgia
– -$72.3K -2,642 Closed
BWP
32
Baldwin Wealth Partners
Massachusetts
– -$63.9K -2,332 Closed
BAM
33
Belpointe Asset Management
Nevada
– -$2.55K -93 Closed
1
2