iShares Cur HDG MSCI Acwi-XHAWXETF

13F holders, Q1 2024 (March 31)
28holders
1famous investor
$31.20avg. 13F price*

At the end of Q1 2024, 28 institutions reported holding iShares Cur HDG MSCI Acwi-X (HAWX) in their 13F filings. The largest holders were Financial Advisors, LLC ($53.4M), Coldstream Capital Management Inc. ($19.1M) and AE Wealth Management LLC ($14.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Cur HDG MSCI Acwi-X
CUSIP
46435G847
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 28Q1 2024Q2 2024: 37Q2 2024Q3 2024: 39Q3 2024Q4 2024: 44Q4 2024Q1 2025: 48Q1 2025Q2 2025: 48Q2 2025Q3 2025: 45Q3 2025Q4 2025: 54Q4 2025Q1 2026: 55Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$1.6M
Exits8$13.1M

Ownership 28 holders

Financial Advisors, LLC 11.06% Add +1.7% 1,700,755 $53.4M
Coldstream Capital Management Inc. 0.48% Reduce -6.0% 606,709 $19.1M
AE Wealth Management LLC 0.17% Reduce -0.1% 470,688 $14.8M
Scotia Capital Inc. 0.09% Add +24.9% 460,348 $14.5M
Prime Capital Investment Advisors, LLC 0.16% Add +40.7% 356,129 $11.2M
Wolf Group Capital Advisors 4.75% No change 351,099 $10.0M
LPL Financial LLC 0.01% Add +23.6% 297,272 $9.3M
Mariner, LLC 0.01% Add +6.8% 163,773 $5.1M
Advisory Resource Group 0.99% Add +13.3% 137,384 $4.3M
Sunbelt Securities, Inc. 0.15% Add +18.4% 41,897 $1.3M
Bank of America Corp. 0.00% Add +5.8% 39,770 $1.2M
Jane Street Group, LLC 0.00% Add +16.2% 35,364 $1.1M
Old Mission Capital LLC 0.02% New 29,480 $926K
Citadel Advisors 0.00% New 19,737 $620K
Osaic Holdings, Inc. 0.00% Reduce -41.5% 19,265 $605K
NewEdge Advisors, LLC 0.00% Add +34.5% 16,883 $530K
Focus Partners Wealth 0.00% No change 14,226 $447K
Raymond James Trust N.A. 0.01% Reduce -8.5% 12,284 $386K
Steward Partners Investment Advisory, LLC 0.00% No change 12,202 $383K
Private Advisor Group, LLC 0.00% Reduce -1.5% 9,014 $283K
Centennial Wealth Advisory LLC 0.11% Reduce -5.7% 7,904 $248K
Whitaker-Myers Wealth Managers, LTD. 0.09% Reduce -18.5% 6,653 $209K
FMR LLC 0.00% New 848 $27K
Royal Bank of Canada 0.00% Add +8.3% 813 $26K
Semmax Financial Advisors Inc. 0.00% No change 165 $5K
Signaturefd, LLC 0.00% No change 160 $5K
Global Retirement Partners, LLC 0.00% Reduce -65.4% 65 $2K
Morgan Stanley 0.00% Reduce -50.0% 1 $59

"% of holder's portfolio" is HAWX's weight in each manager's 13F, not the share of iShares Cur HDG MSCI Acwi-X the manager owns.