iShares Cur HDG MSCI Acwi-XHAWXETF

13F holders, Q3 2024 (September 30)
39holders +2
8new positions
5sold out
$32.64avg. 13F price*

At the end of Q3 2024, 39 institutions reported holding iShares Cur HDG MSCI Acwi-X (HAWX) in their 13F filings, up 2 from Q2 2024. 8 opened new positions and 5 sold out. The largest holders were Financial Advisors, LLC ($57.6M), Coldstream Capital Management Inc. ($18.8M) and Scotia Capital Inc. ($14.9M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions8$1.9M
Exits5$314K

All 13F filers, Q2 2024 → Q3 2024: 187,800 shares bought and 563,670 shares sold, net −375,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Financial Advisors, LLC 10.97% Add +2.0% 1,746,661 $57.6M
Coldstream Capital Management Inc. 0.41% Reduce -1.0% 570,763 $18.8M
Scotia Capital Inc. 0.08% Add +1.0% 451,971 $14.9M
Partners Capital Investment Group, LLP 0.20% Add +3.2% 385,578 $12.7M
LPL Financial LLC 0.00% Add +6.6% 320,293 $10.6M
Wolf Group Capital Advisors 4.75% Reduce -2.6% 351,099 $10.0M
Prime Capital Investment Advisors, LLC 0.14% Reduce -1.6% 303,033 $10.0M
Mariner, LLC 0.01% Add +3.3% 174,456 $5.8M
Advisory Resource Group 1.06% Add +2.7% 150,472 $5.0M
Ameritas Advisory Services, LLC 0.09% Add +84.8% 63,695 $2.1M
Equitable Holdings, Inc. 0.01% Add +109.1% 33,703 $1.1M
Bank of America Corp. 0.00% Reduce -33.0% 27,750 $915K
Jane Street Group, LLC 0.00% New 27,723 $914K
AE Wealth Management LLC 0.01% Reduce -95.3% 23,643 $779K
NewEdge Advisors, LLC 0.00% Add +16.4% 22,528 $743K
Osaic Holdings, Inc. 0.00% Add +1.2% 18,467 $609K
Avantax Advisory Services, Inc. 0.00% Add +3.5% 15,833 $522K
Focus Partners Wealth 0.00% No change 14,226 $469K
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.9% 13,909 $459K
Raymond James Trust N.A. 0.01% No change 12,094 $399K
Steward Partners Investment Advisory, LLC 0.00% Reduce -5.5% 10,915 $360K
Concurrent Investment Advisors, LLC 0.01% New 10,434 $344K
Private Advisor Group, LLC 0.00% Add +2.5% 9,126 $301K
Whitaker-Myers Wealth Managers, LTD. 0.09% Reduce -0.3% 8,458 $279K
Flputnam Investment Management Co. 0.00% No change 6,302 $208K
Susquehanna International Group, LLP 0.00% New 6,291 $207K
Commonwealth Equity Services, LLC 0.00% New 6,086 $201K
Redwood Financial Network Corp 0.16% New 6,082 $201K
Sunbelt Securities, Inc. 0.01% Reduce -96.1% 1,780 $59K
Royal Bank of Canada 0.00% No change 1,303 $43K
Aptus Capital Advisors, LLC 0.00% Reduce -0.1% 1,304 $43K
FMR LLC 0.00% Reduce -19.8% 929 $31K
WASHINGTON TRUST Co 0.00% No change 665 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 644 $21K
UBS Group AG 0.00% Add +108.6% 242 $8K
Signaturefd, LLC 0.00% No change 176 $6K
Plante Moran Financial Advisors, LLC 0.00% New 105 $3K
Harbour Investments, Inc. 0.00% New 33 $1K
Morgan Stanley 0.00% Reduce -99.9% 1 $44

"% 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.