Who Owns HAWX?
iShares Currency Hedged MSCI ACWI ex U.S. ETF — Institutional Ownership & 13F Holdings
$43.20
-0.16 (-0.36%)
Market Cap
$334.9M
Shares Outstanding
7,221,639
Institutional Holders
48
Total Inst. Value
$154.0M
% of Float Held
—
QoQ Holder Change
+24
Institutional data as of Q1 2025
New Positions
14
Closed Positions
9
Increased
9
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Advisors, LLC | $58.6M | 1,751,384 |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $18.7M | 560,277 |
| 3 | SCOTIA CAPITAL INC. | $14.9M | 446,832 |
| 4 | PARTNERS CAPITAL INVESTMENT GROUP, LLPNew | $12.3M | 366,467 |
| 5 | Wolf Group Capital Advisors | $11.8M | 354,093 |
| 6 | NewEdge Advisors, LLC | $6.3M | 188,976 |
| 7 | Strategic Financial Concepts, LLCNew | $6.3M | 188,143 |
| 8 | Advisory Resource Group | $4.0M | 118,188 |
| 9 | Ameritas Advisory Services, LLC | $3.1M | 96,656 |
| 10 | STAR Financial BankNew | $3.1M | 93,160 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| PARTNERS CAPITAL INVESTMENT GROUP, LLPNew | +366K | $12.3M |
| Wolf Group Capital Advisors | +3K | $11.8M |
| NewEdge Advisors, LLC | +166K | $6.3M |
| Strategic Financial Concepts, LLCNew | +188K | $6.3M |
| Ameritas Advisory Services, LLC | +3K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Prime Capital Investment Advisors, LLC | -214K | $3K |
| LPL Financial LLC | -103K | $11K |
| Advisory Resource Group | -40K | $4.0M |
| SCOTIA CAPITAL INC. | -32K | $14.9M |
| BANK OF AMERICA CORP /DE/ | -18K | $1.7M |
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Frequently Asked Questions
How many institutional investors hold HAWX?
As of Q1 2025, 48 institutional investors report holding HAWX (iShares Currency Hedged MSCI ACWI ex U.S. ETF) in their 13F filings.
Which hedge fund owns the most HAWX?
The largest institutional holder of HAWX is Financial Advisors, LLC with $58.6M in shares.
Are institutions buying or selling HAWX?
This quarter, 14 institutions opened new positions in HAWX and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.