iShares Cur HDG MSCI Acwi-XHAWXETF

13F holders, Q4 2024 (December 31)
44holders +5
6new positions
3sold out
$31.94avg. 13F price*

At the end of Q4 2024, 44 institutions reported holding iShares Cur HDG MSCI Acwi-X (HAWX) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Financial Advisors, LLC ($56.4M), Coldstream Capital Management Inc. ($18.3M) and Scotia Capital Inc. ($15.4M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$7.6M
Exits3$13.8M

All 13F filers, Q3 2024 → Q4 2024: 480,520 shares bought and 444,026 shares sold, net +36,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Financial Advisors, LLC 10.82% Add +0.3% 1,751,619 $56.4M
Coldstream Capital Management Inc. 0.39% Reduce -0.5% 567,670 $18.3M
Scotia Capital Inc. 0.08% Add +6.0% 478,987 $15.4M
LPL Financial LLC 0.01% Add +30.3% 417,378 $13.4M
Wolf Group Capital Advisors 4.84% No change 351,099 $10.0M
Prime Capital Investment Advisors, LLC 0.14% Reduce -2.9% 294,161 $9.5M
Mariner, LLC 0.01% Add +2.0% 178,030 $5.7M
Advisory Resource Group 1.08% Add +5.5% 158,668 $5.1M
Empowered Funds, LLC 0.07% New 139,921 $4.5M
Ameritas Advisory Services, LLC 0.10% Add +47.5% 93,977 $3.0M
Bank of America Corp. 0.00% Add +143.8% 67,661 $2.2M
Raymond James Financial Inc. 0.00% — 65,310 $2.1M
Independent Advisor Alliance 0.02% New 52,548 $1.7M
Equitable Holdings, Inc. 0.01% Add +31.7% 44,373 $1.4M
PKS Advisory Services, LLC 0.22% — 27,575 $888K
NewEdge Advisors, LLC 0.00% Add +0.9% 22,739 $732K
Concurrent Investment Advisors, LLC 0.02% Add +101.0% 20,975 $676K
AE Wealth Management LLC 0.01% Reduce -15.8% 19,918 $642K
Wealth Enhancement Advisory Services, LLC 0.00% New 17,609 $567K
Susquehanna International Group, LLP 0.00% Add +168.6% 16,895 $544K
Avantax Advisory Services, Inc. 0.00% Reduce -3.1% 15,338 $494K
Arizona PSPRS Trust 0.01% New 14,300 $461K
Focus Partners Wealth 0.00% Reduce -2.6% 13,862 $446K
Osaic Holdings, Inc. 0.00% Reduce -36.0% 11,813 $380K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.4% 9,774 $315K
Private Advisor Group, LLC 0.00% Add +0.7% 9,188 $296K
Whitaker-Myers Wealth Managers, LTD. 0.08% Add +0.4% 8,489 $273K
Advisory Services Network, LLC 0.00% New 8,116 $261K
Redwood Financial Network Corp 0.15% Add +3.8% 6,312 $203K
Flputnam Investment Management Co. 0.00% No change 6,302 $203K
Parallel Advisors, LLC 0.00% New 3,301 $106K
Sunbelt Securities, Inc. 0.00% Reduce -16.6% 1,485 $48K
Aptus Capital Advisors, LLC 0.00% No change 1,304 $42K
Royal Bank of Canada 0.00% No change 1,303 $42K
Wells Fargo & Company 0.00% Add +0.0% 1,005 $32K
FMR LLC 0.00% Add +0.9% 937 $30K
WASHINGTON TRUST Co 0.00% No change 665 $21K
Glass Jacobson Investment Advisors llc 0.01% No change 644 $21K
UBS Group AG 0.00% Add +140.9% 583 $19K
Signaturefd, LLC 0.00% No change 176 $6K
Plante Moran Financial Advisors, LLC 0.00% No change 105 $3K
Capital A Wealth Management, LLC 0.00% — 66 $2K
Harbour Investments, Inc. 0.00% No change 33 $1K
Morgan Stanley 0.00% No change 1 $63

"% 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.