iShares Cur HDG MSCI Acwi-XHAWXETF
13F holders, Q2 2024 (June 30)37holders +9
12new positions
3sold out
$32.29avg. 13F price*
At the end of Q2 2024, 37 institutions reported holding iShares Cur HDG MSCI Acwi-X (HAWX) in their 13F filings, up 9 from Q1 2024. 12 opened new positions and 3 sold out. The largest holders were Financial Advisors, LLC ($55.3M), Coldstream Capital Management Inc. ($18.6M) and AE Wealth Management LLC ($16.1M).
- Company
- iShares Cur HDG MSCI Acwi-X
- CUSIP
- 46435G847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $15.0M |
| Exits | 3 | $2.7M |
All 13F filers, Q1 2024 → Q2 2024: 541,375 shares bought and 177,620 shares sold, net +363,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Financial Advisors, LLC | 11.31% | Add +0.7% | 1,712,631 | $55.3M |
| Coldstream Capital Management Inc. | 0.45% | Reduce -5.0% | 576,640 | $18.6M |
| AE Wealth Management LLC | 0.16% | Add +5.7% | 497,431 | $16.1M |
| Scotia Capital Inc. | 0.08% | Reduce -2.8% | 447,657 | $14.5M |
| Partners Capital Investment Group, LLP | 0.20% | New | 373,570 | $12.1M |
| Wolf Group Capital Advisors | 4.59% | Add +2.7% | 360,613 | $11.6M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -13.6% | 307,813 | $9.9M |
| LPL Financial LLC | 0.00% | Add +1.1% | 300,555 | $9.7M |
| Mariner, LLC | 0.01% | Add +3.1% | 168,811 | $5.5M |
| Advisory Resource Group | 1.07% | Add +6.6% | 146,508 | $4.7M |
| Sunbelt Securities, Inc. | 0.15% | Add +9.1% | 45,687 | $1.5M |
| Bank of America Corp. | 0.00% | Add +4.2% | 41,428 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | New | 34,462 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +14.6% | 19,350 | $625K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 18,251 | $589K |
| Equitable Holdings, Inc. | 0.01% | New | 16,121 | $521K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,291 | $494K |
| Focus Partners Wealth | 0.00% | No change | 14,226 | $459K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 13,657 | $441K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.6% | 12,094 | $391K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.3% | 11,549 | $373K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.2% | 8,908 | $288K |
| Centennial Wealth Advisory LLC | 0.12% | Add +7.4% | 8,489 | $274K |
| Whitaker-Myers Wealth Managers, LTD. | 0.10% | Add +27.6% | 8,488 | $274K |
| Flputnam Investment Management Co. | 0.00% | New | 6,302 | $203K |
| Morgan Stanley | 0.00% | Add +151000.0% | 1,511 | $49K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,305 | $42K |
| Royal Bank of Canada | 0.00% | Add +60.3% | 1,303 | $42K |
| FMR LLC | 0.00% | Add +36.6% | 1,158 | $37K |
| Gradient Investments LLC | 0.00% | New | 892 | $29K |
| WASHINGTON TRUST Co | 0.00% | New | 665 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 644 | $21K |
| Signaturefd, LLC | 0.00% | Add +10.0% | 176 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | Add +1.8% | 168 | $5K |
| UBS Group AG | 0.00% | New | 116 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 108 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 65 | $2K |
"% 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.