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iShares Currency Hedged MSCI ACWI ex US ETF
HAWX

Overview Fund Activity

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.

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
11
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$11.2M
2
SC
2
Scotia Capital
Ontario, Canada
$14.5M
3
LPL Financial
3
LPL Financial
California
$9.34M
4
OMC
4
Old Mission Capital
Illinois
$926K
5
FA
5
Financial Advisors
Massachusetts
$53.4M

Top Sellers

1
PCIG
1
Partners Capital Investment Group
Massachusetts
$0
2
CCM
2
Coldstream Capital Management
Washington
$19.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$605K
Name Market Value Shares Shares
Change 		Shares
Change %
FA
1
Financial Advisors
Massachusetts
$53.4M 1,700,755 +28,850 +2%
CCM
2
Coldstream Capital Management
Washington
$19.1M 606,709 -38,372 -6%
AWM
3
AE Wealth Management
Kansas
$14.8M 470,688 -271 -0.1%
SC
4
Scotia Capital
Ontario, Canada
$14.5M 460,348 +91,892 +25%
PCIA
5
Prime Capital Investment Advisors
Kansas
$11.2M 356,129 +103,079 +41%
WGCA
6
Wolf Group Capital Advisors
Virginia
$9.99M 351,099 – –
LPL Financial
7
LPL Financial
California
$9.34M 297,272 +56,814 +24%
Mariner
8
Mariner
Kansas
$5.14M 163,773 +10,446 +7%
ARG
9
Advisory Resource Group
Oklahoma
$4.32M 137,384 +16,137 +13%
SS
10
Sunbelt Securities
Texas
$1.32M 41,897 +6,495 +18%
Bank of America
11
Bank of America
North Carolina
$1.25M 39,770 +2,162 +6%
Jane Street
12
Jane Street
New York
$1.11M 35,364 +4,922 +16%
OMC
13
Old Mission Capital
Illinois
$926K 29,480 +29,480 New
Citadel Advisors
14
Citadel Advisors
Florida
$620K 19,737 +19,737 New
Osaic Holdings
15
Osaic Holdings
Arizona
$605K 19,265 -13,637 -41%
NA
16
NewEdge Advisors
Louisiana
$530K 16,883 +4,334 +35%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$447K 14,226 – –
RJT
18
Raymond James Trust
Florida
$386K 12,284 -1,139 -8%
SPIA
19
Steward Partners Investment Advisory
New York
$383K 12,202 – –
PAG
20
Private Advisor Group
New Jersey
$283K 9,014 -138 -2%
CWA
21
Centennial Wealth Advisory
Michigan
$248K 7,904 -479 -6%
WMWM
22
Whitaker-Myers Wealth Managers
Ohio
$209K 6,653 -1,513 -19%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26.6K 848 +848 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$26K 813 +62 +8%
SFA
25
Semmax Financial Advisors
North Carolina
$5.32K 165 – –
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