iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
14% more funds holding
Funds holding: 29 → 33 (+4)
7% more capital invested
Capital invested by funds: $134M → $143M (+$9.48M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.5% less ownership
Funds ownership: 76.69% → 76.19% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.1M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.08M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$540K |
| 5 |
LPL Financial
San Diego,
California
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.37M |
| 2 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$289K |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$254K |
| 4 |
FA
Financial Advisors
Andover,
Massachusetts
|
-$242K |
| 5 |
JP Morgan Chase
New York
|
-$220K |
HAWX Hedge Fund Activity: Q4 2023 in Review
33 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) for Q4 2023, worth a combined $143M — up 7.1% from $134M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HAWX positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.76M. The largest seller was Osaic Holdings, cutting an estimated $2.37M.
- 33 institutional investors held iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) as of Q4 2023, up from 29 in Q3 2023.
- Funds reported $143M of iShares Currency Hedged MSCI ACWI ex US ETF stock for Q4 2023, up 7.1% quarter-over-quarter.
- 9 funds opened new iShares Currency Hedged MSCI ACWI ex US ETF positions in Q4 2023 and 4 closed out, a net change of +5 holders.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF buyer in Q4 2023 was AE Wealth Management, an estimated $1.76M added.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.37M sold.
Based on aggregated 13F filings for Q4 2023.