iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
39 hedge funds and large institutions have $157M invested in iShares Currency Hedged MSCI ACWI ex US ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
5% more funds holding
Funds holding: 37 → 39 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.41% less ownership
Funds ownership: 73.71% → 71.3% (-2.4%)
6% less capital invested
Capital invested by funds: $167M → $157M (-$10.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$1.09M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$933K |
| 3 |
Jane Street
New York
|
+$885K |
| 4 |
LPL Financial
San Diego,
California
|
+$630K |
| 5 |
EH
Equitable Holdings
New York
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15.1M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$1.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$436K |
| 4 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$304K |
| 5 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$274K |
HAWX Hedge Fund Activity: Q3 2024 in Review
39 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) for Q3 2024, worth a combined $157M — down 6.3% from $167M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HAWX positions and 5 closed out — a net gain of 2 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Financial Advisors, adding an estimated $1.09M. The largest seller was AE Wealth Management, cutting an estimated $15.1M.
- 39 institutional investors held iShares Currency Hedged MSCI ACWI ex US ETF (HAWX) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $157M of iShares Currency Hedged MSCI ACWI ex US ETF stock for Q3 2024, down 6.3% quarter-over-quarter.
- 7 funds opened new iShares Currency Hedged MSCI ACWI ex US ETF positions in Q3 2024 and 5 closed out, a net change of +2 holders.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF buyer in Q3 2024 was Financial Advisors, an estimated $1.09M added.
- The largest iShares Currency Hedged MSCI ACWI ex US ETF seller in Q3 2024 was AE Wealth Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2024.