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.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $114M → $132M (+$17.7M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$10.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.93M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.92M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$488K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$1.37M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 3 |
Jane Street
New York
|
-$588K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$278K |
| 5 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
-$231K |
HAWX Hedge Fund Activity: Q2 2023 in Review
26 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) for Q2 2023, worth a combined $132M — up 15% from $114M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HAWX and 3 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 13 added.
The largest buyer was Partners Capital Investment Group, opening a new position worth an estimated $10.6M. The largest seller was Coldstream Capital Management, cutting an estimated $1.37M.
- 26 institutional investors held iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) as of Q2 2023, down from 30 in Q1 2023.
- Funds reported $132M of iShares Currency Hedged MSCI ACWI ex US ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI ACWI ex US ETF positions in Q2 2023 and 7 closed out, a net change of -4 holders.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF buyer in Q2 2023 was Partners Capital Investment Group, an estimated $10.6M added.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF seller in Q2 2023 was Coldstream Capital Management, an estimated $1.37M sold.
Based on aggregated 13F filings for Q2 2023.