iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
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.
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: 26 → 29 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.03M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.64M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$677K |
| 5 |
Jane Street
New York
|
+$668K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$1.61M |
| 2 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
-$528K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$451K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$427K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$261K |
HAWX Hedge Fund Activity: Q3 2023 in Review
29 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) for Q3 2023, worth a combined $134M — up 1.3% from $132M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HAWX positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.03M. The largest seller was Coldstream Capital Management, cutting an estimated $1.61M.
- 29 institutional investors held iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $134M of iShares Currency Hedged MSCI ACWI ex US ETF stock for Q3 2023, up 1.3% quarter-over-quarter.
- 5 funds opened new iShares Currency Hedged MSCI ACWI ex US ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF buyer in Q3 2023 was AE Wealth Management, an estimated $2.03M added.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF seller in Q3 2023 was Coldstream Capital Management, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2023.