HAWX Institutional Ownership
iShares Currency Hedged MSCI ACWI ex U.S. ETF
1W: -0.4%
1M: -0.1%
3M: -0.6%
YTD: +14.5%
1Y: +20.4%
3Y: +76.4%
5Y: +80.6%
$45.84
+0.52 (+1.15%)
Weekly Expected Move ±1.9%
$44
$45
$46
$47
$48
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — HAWX
63
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
240M
Total Invested
10
New Positions
17
Increased
20
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 1,560,237 | 72M | -11,674 | -0.7% | 2Q | SEC ↗ |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 508,624 | 23M | -106,057 | -17.3% | 15Q | SEC ↗ |
| 3 | Carroll Advisory Group, LLC | 501,020 | 23M | -51,958 | -9.4% | 3Q | SEC ↗ |
| 4 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 400,263 | 18M | -20,519 | -4.9% | 6Q | SEC ↗ |
| 5 | SCOTIA CAPITAL INC. | 334,946 | 15M | -23,512 | -6.6% | 29Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 307,628 | 14M | -14,118 | -4.4% | 26Q | SEC ↗ |
| 7 | LPL Financial LLC | 277,464 | 13M | +22,665 | +8.9% | 29Q | SEC ↗ |
| 8 | Kingsview Wealth Management, LLC | 201,618 | 9M | +13,068 | +6.9% | 2Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 132,958 | 6M | +12,378 | +10.3% | 7Q | SEC ↗ |
| 10 | Private Advisor Group, LLC | 115,238 | 5M | +107,795 | +1448.3% | 31Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 113,276 | 5M | +5,332 | +4.9% | 15Q | SEC ↗ |
| 12 | PACIFIC FINANCIAL GROUP INC | 80,061 | 4M | +14,437 | +22.0% | 2Q | SEC ↗ |
| 13 | Equitable Holdings, Inc. | 70,414 | 3M | +7,448 | +11.8% | 9Q | SEC ↗ |
| 14 | Concurrent Investment Advisors, LLC | 63,036 | 3M | +2,875 | +4.8% | 8Q | SEC ↗ |
| 15 | Nova Wealth Management, Inc. | 58,880 | 3M | +13,673 | +30.2% | 6Q | SEC ↗ |
| 16 | Mariner, LLC | 45,089 | 2M | -105,060 | -70.0% | 15Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 40,056 | 2M | -13,734 | -25.5% | 14Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 31,329 | 1M | +292 | +0.9% | 4Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 27,798 | 1M | -28,236 | -50.4% | 6Q | SEC ↗ |
| 20 | FLOW TRADERS U.S. LLC NEW | 20,916 | 959K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Belpointe Asset Management LLC | 20,781 | 953K | +574 | +2.8% | 2Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC NEW | 19,963 | 915K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Prime Capital Investment Advisors, LLC | 17,560 | 805K | — | +0.0% | 28Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 17,320 | 794K | -3,693 | -17.6% | 7Q | SEC ↗ |
| 25 | Focus Partners Wealth | 13,862 | 635K | — | +0.0% | 11Q | SEC ↗ |
| 26 | Whitaker-Myers Wealth Managers, LTD. | 13,023 | 597K | -13 | -0.1% | 15Q | SEC ↗ |
| 27 | AE Wealth Management LLC | 12,192 | 559K | — | +0.0% | 28Q | SEC ↗ |
| 28 | JOURNEY RETIREMENT PLANNING & INVESTME | 12,106 | 555K | +556 | +4.8% | 3Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 11,882 | 545K | -1,160 | -8.9% | 4Q | SEC ↗ |
| 30 | Clearstead Advisors, LLC | 11,404 | 523K | -3,687 | -24.4% | 2Q | SEC ↗ |
| 31 | &PARTNERS | 10,620 | 487K | +973 | +10.1% | 3Q | SEC ↗ |
| 32 | Clark Capital Management Group, Inc. | 10,367 | 475K | — | +0.0% | 3Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 9,990 | 458K | +4,384 | +78.2% | 3Q | SEC ↗ |
| 34 | STAR Financial Bank | 8,695 | 399K | — | +0.0% | 6Q | SEC ↗ |
| 35 | Ashton Thomas Private Wealth, LLC | 8,463 | 388K | — | +0.0% | 4Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 8,010 | 367K | +210 | +2.7% | 6Q | SEC ↗ |
| 37 | Advisory Services Network, LLC | 7,576 | 347K | — | +0.0% | 7Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 7,421 | 340K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Creative Planning | 7,183 | 329K | — | +0.0% | 2Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC NEW | 7,023 | 322K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 6,195 | 284K | -70 | -1.1% | 28Q | SEC ↗ |
| 42 | Essex Financial Services, Inc. | 5,731 | 263K | — | +0.0% | 4Q | SEC ↗ |
| 43 | ROYAL BANK OF CANADA | 5,463 | 250K | +133 | +2.5% | 25Q | SEC ↗ |
| 44 | Redwood Financial Network Corp | 5,358 | 246K | -1,490 | -21.8% | 8Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors NEW | 5,143 | 236K | — | +0.0% | 1Q | SEC ↗ |
| 46 | McIlrath & Eck, LLC | 4,151 | 190K | — | +0.0% | 2Q | SEC ↗ |
| 47 | FMR LLC | 2,728 | 125K | -114 | -4.0% | 10Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 2,431 | 111K | — | +0.0% | 4Q | SEC ↗ |
| 49 | Sunbelt Securities, Inc. | 1,765 | 81K | — | +0.0% | 13Q | SEC ↗ |
| 50 | MORGAN STANLEY | 1,416 | 65K | +1,415 | +141500.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 20,916 | 959K |
| JANE STREET GROUP, LLC | 19,963 | 915K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,421 | 340K |
| MML INVESTORS SERVICES, LLC | 7,023 | 322K |
| Cambridge Investment Research Advis | 5,143 | 236K |
| FIFTH THIRD BANCORP | 1,086 | 50K |
| MERCER GLOBAL ADVISORS INC /ADV | 774 | 35K |
| NBH Bank | 307 | 14K |
| Piscataqua Savings Bank | 265 | 12K |
| Capital Analysts, LLC | 31 | 1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 62,731 | 3M |
| HRT FINANCIAL LP | 39,095 | 2M |
| Sigma Planning Corp | 32,340 | 1M |
| PKS Advisory Services, LLC | 18,588 | 852K |
| Destiny Wealth Partners, LLC | 2,038 | 93K |
| GAMMA Investing LLC | 361 | 17K |
| Westend Capital Management, LLC | 315 | 14K |
| Strategic Wealth Partners, Ltd. | 178 | 8K |
| UBS Group AG | 100 | 5K |
| JONES FINANCIAL COMPANIES LLLP | 29 | 1K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | +107,795 | +1448.3% | 115,238 |
| LPL Financial LLC | +22,665 | +8.9% | 277,464 |
| PACIFIC FINANCIAL GROUP INC | +14,437 | +22.0% | 80,061 |
| Nova Wealth Management, Inc. | +13,673 | +30.2% | 58,880 |
| Kingsview Wealth Management, LLC | +13,068 | +6.9% | 201,618 |
| RAYMOND JAMES FINANCIAL INC | +12,378 | +10.3% | 132,958 |
| Equitable Holdings, Inc. | +7,448 | +11.8% | 70,414 |
| BANK OF AMERICA CORP /DE | +5,332 | +4.9% | 113,276 |
| Kestra Advisory Services, LLC | +4,384 | +78.2% | 9,990 |
| Concurrent Investment Advisors, LLC | +2,875 | +4.8% | 63,036 |
| MORGAN STANLEY | +1,415 | +141500.0% | 1,416 |
| &PARTNERS | +973 | +10.1% | 10,620 |
| Belpointe Asset Management LLC | +574 | +2.8% | 20,781 |
| JOURNEY RETIREMENT PLANNING & INVES | +556 | +4.8% | 12,106 |
| ENVESTNET ASSET MANAGEMENT INC | +292 | +0.9% | 31,329 |
| COMMONWEALTH EQUITY SERVICES, LLC | +210 | +2.7% | 8,010 |
| ROYAL BANK OF CANADA | +133 | +2.5% | 5,463 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | -106,057 | -17.3% | 508,624 |
| Mariner, LLC | -105,060 | -70.0% | 45,089 |
| Carroll Advisory Group, LLC | -51,958 | -9.4% | 501,020 |
| CITADEL ADVISORS LLC | -28,236 | -50.4% | 27,798 |
| SCOTIA CAPITAL INC. | -23,512 | -6.6% | 334,946 |
| PARTNERS CAPITAL INVESTMENT GROUP, | -20,519 | -4.9% | 400,263 |
| OSAIC HOLDINGS, INC. | -14,118 | -4.4% | 307,628 |
| NewEdge Advisors, LLC | -13,734 | -25.5% | 40,056 |
| Beacon Pointe Advisors, LLC | -11,674 | -0.7% | 1,560,237 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -3,693 | -17.6% | 17,320 |
| Clearstead Advisors, LLC | -3,687 | -24.4% | 11,404 |
| Redwood Financial Network Corp | -1,490 | -21.8% | 5,358 |
| Cetera Investment Advisers | -1,160 | -8.9% | 11,882 |
| FMR LLC | -114 | -4.0% | 2,728 |
| Steward Partners Investment Advisor | -70 | -1.1% | 6,195 |
| Whitaker-Myers Wealth Managers, LTD | -13 | -0.1% | 13,023 |