iShares Currency Hedged MSCI ACWI ex US ETF
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.
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 (+$12.1M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$3.19M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.19M |
| 3 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
-$728K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$277K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$260K |
HAWX Hedge Fund Activity: Q1 2023 in Review
30 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) for Q1 2023, worth a combined $114M — up 12% from $102M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HAWX positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Advisory Resource Group, opening a new position worth an estimated $2.85M. The largest seller was Coldstream Capital Management, cutting an estimated $3.19M.
- 30 institutional investors held iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $114M of iShares Currency Hedged MSCI ACWI ex US ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 6 funds opened new iShares Currency Hedged MSCI ACWI ex US ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF buyer in Q1 2023 was Advisory Resource Group, an estimated $2.85M added.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF seller in Q1 2023 was Coldstream Capital Management, an estimated $3.19M sold.
Based on aggregated 13F filings for Q1 2023.