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iShares Currency Hedged MSCI ACWI ex US ETF
HAWX

Overview Fund Activity

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.

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
1
AE Wealth Management
Kansas
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.13M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.12M
4
Bank of America
4
Bank of America
North Carolina
$1.09M
5
LPL Financial
5
LPL Financial
California
$6.97M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$954K
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$10.7M
3
SC
3
Scotia Capital
Ontario, Canada
$10.7M
4
FA
4
Financial Advisors
Massachusetts
$48.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Financial Advisors
Massachusetts
$48.5M 1,671,905 -8,628 -0.5%
CCM
2
Coldstream Capital Management
Washington
$18.7M 645,081 +4,505 +0.7%
AWM
3
AE Wealth Management
Kansas
$13.8M 470,959 +62,912 +15%
PCIG
4
Partners Capital Investment Group
Massachusetts
$10.7M 368,963 -10,303 -3%
SC
5
Scotia Capital
Ontario, Canada
$10.7M 368,456 -9,058 -2%
WGCA
6
Wolf Group Capital Advisors
Virginia
$9.99M 351,099 -6,954 -2%
PCIA
7
Prime Capital Investment Advisors
Kansas
$7.33M 253,050 +12,329 +5%
LPL Financial
8
LPL Financial
California
$6.97M 240,458 +19,171 +9%
Mariner
9
Mariner
Kansas
$4.44M 153,327 +16,276 +12%
ARG
10
Advisory Resource Group
Oklahoma
$3.51M 121,247 +4,228 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.13M 39,108 +39,108 New
MML Investors Services
12
MML Investors Services
Massachusetts
$1.12M 38,579 +38,579 New
Bank of America
13
Bank of America
North Carolina
$1.09M 37,608 +19,268 +105%
SS
14
Sunbelt Securities
Texas
$1.03M 35,402 +16,241 +85%
Osaic Holdings
15
Osaic Holdings
Arizona
$954K 32,902 -84,628 -72%
Jane Street
16
Jane Street
New York
$882K 30,442 +6,603 +28%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$412K 14,226 +14,226 New
RJT
18
Raymond James Trust
Florida
$389K 13,423 – –
NA
19
NewEdge Advisors
Louisiana
$364K 12,549 +1,160 +10%
SPIA
20
Steward Partners Investment Advisory
New York
$354K 12,202 -322 -3%
PAG
21
Private Advisor Group
New Jersey
$265K 9,152 +12 +0.1%
CWA
22
Centennial Wealth Advisory
Michigan
$243K 8,383 +960 +13%
WMWM
23
Whitaker-Myers Wealth Managers
Ohio
$237K 8,166 -5,527 -40%
ASN
24
Advisory Services Network
Georgia
$157K 5,425 +5,425 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$22K 751 -105 -12%
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