iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
28 hedge funds and large institutions have $150M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 8 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
5% more capital invested
Capital invested by funds: $143M → $150M (+$6.86M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.75% less ownership
Funds ownership: 76.19% → 70.44% (-5.8%)
15% less funds holding
Funds holding: 33 → 28 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.08M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$2.74M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.7M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$880K |
| 5 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$861K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
-$10.7M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$1.15M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.13M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.12M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$407K |
HAWX Hedge Fund Activity: Q1 2024 in Review
28 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) for Q1 2024, worth a combined $150M — up 4.8% from $143M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HAWX and 3 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Prime Capital Investment Advisors, adding an estimated $3.08M. The largest seller was Partners Capital Investment Group, exiting entirely with an estimated $10.7M sold.
- 28 institutional investors held iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) as of Q1 2024, down from 33 in Q4 2023.
- Funds reported $150M of iShares Currency Hedged MSCI ACWI ex US ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
- 3 funds opened new iShares Currency Hedged MSCI ACWI ex US ETF positions in Q1 2024 and 8 closed out, a net change of -5 holders.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF buyer in Q1 2024 was Prime Capital Investment Advisors, an estimated $3.08M added.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF seller in Q1 2024 was Partners Capital Investment Group, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2024.