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iShares Currency Hedged MSCI ACWI ex US ETF
HAWX

33 hedge funds and large institutions have $143M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

14% more funds holding

Funds holding: 29 → 33 (+4)

7% more capital invested

Capital invested by funds: $134M → $143M (+$9.48M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.5% less ownership

Funds ownership: 76.69% → 76.19% (-0.5%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% 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
9
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$1.76M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1M
3
MML Investors Services
MML Investors Services
Massachusetts
+$1.08M
4
Bank of America
Bank of America
North Carolina
+$540K
5
LPL Financial
LPL Financial
California
+$537K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.37M
2
PCIG
Partners Capital Investment Group
Massachusetts
-$289K
3
SC
Scotia Capital
Ontario, Canada
-$254K
4
FA
Financial Advisors
Massachusetts
-$242K
5
JP Morgan Chase
JP Morgan Chase
New York
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$21.6K +$20.8K +744 New
PS
27
Principal Securities
Iowa
$8.87K +$8.57K +306 New
GRP
28
Global Retirement Partners
California
$5.4K -$1.01K -36 -16%
SFA
29
Semmax Financial Advisors
North Carolina
$4.85K +$4.62K +165 New
HI
30
Harbour Investments
Wisconsin
$4.81K +$4.65K +166 New
S
31
SignatureFD
Georgia
$4.64K – – –
Morgan Stanley
32
Morgan Stanley
New York
$146 +$112 +4 New
Wells Fargo
33
Wells Fargo
California
$29 – – –
JP Morgan Chase
34
JP Morgan Chase
New York
– -$220K -7,953 Closed
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
– -$200K -7,235 Closed
BWL
36
Bogart Wealth LLC
Virginia
– -$38K -1,377 Closed
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
– -$7K -246 Closed
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