We are live on ! Find out more
HAWX icon

iShares Currency Hedged MSCI ACWI ex US ETF

29 hedge funds and large institutions have $134M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

12% more funds holding

Funds holding: 2629 (+3)

1.08% more ownership

Funds ownership: 75.61%76.69% (+1.1%)

1% more capital invested

Capital invested by funds: $132M → $134M (+$1.69M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
11
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Financial Advisors
Massachusetts
$46.4M +$367K +13,088 +0.8%
CCM
2
Coldstream Capital Management
Washington
$17.7M -$1.61M -57,422 -8%
AWM
3
AE Wealth Management
Kansas
$11.3M +$2.03M +72,558 +22%
PCIG
4
Partners Capital Investment Group
Massachusetts
$10.5M +$11.7K +417 +0.1%
SC
5
Scotia Capital
Ontario, Canada
$10.4M +$677K +24,145 +7%
WGCA
6
Wolf Group Capital Advisors
Virginia
$9.9M +$244K +8,688 +2%
PCIA
7
Prime Capital Investment Advisors
Kansas
$6.65M -$427K -15,247 -6%
LPL Financial
8
LPL Financial
California
$6.12M +$1.99M +70,897 +47%
Mariner
9
Mariner
Kansas
$3.79M +$172K +6,142 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.25M +$1.64M +58,615 +99%
ARG
11
Advisory Resource Group
Oklahoma
$3.23M +$182K +6,492 +6%
Jane Street
12
Jane Street
New York
$659K +$668K +23,839 New
SS
13
Sunbelt Securities
Texas
$530K +$268K +9,547 +99%
Bank of America
14
Bank of America
North Carolina
$507K -$261K -9,316 -34%
CG
15
Colony Group
Massachusetts
$400K
WMWM
16
Whitaker-Myers Wealth Managers
Ohio
$378K -$528K -18,840 -58%
RJT
17
Raymond James Trust
Florida
$371K
SPIA
18
Steward Partners Investment Advisory
New York
$346K -$33.7K -1,202 -9%
NA
19
NewEdge Advisors
Louisiana
$315K +$12.7K +454 +4%
PAG
20
Private Advisor Group
New Jersey
$253K -$31.8K -1,134 -11%
JP Morgan Chase
21
JP Morgan Chase
New York
$220K +$223K +7,953 New
CWA
22
Centennial Wealth Advisory
Michigan
$205K -$5.83K -208 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$200K +$203K +7,235 New
BWL
24
Bogart Wealth LLC
Virginia
$38K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$24K -$2.66K -95 -10%