HAWX Institutional Ownership & Shareholders
ISHARES CUR HDG MSCI ACWI-X (HAWX) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $238.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Beacon Pointe Advisors, Llc is currently the largest disclosed institutional shareholder of HAWX tracked by InsiderSet, reporting ownership valued at approximately $72.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $68.85M, representing an estimated loss of -5.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed HAWX value among the investors covered in this analysis. Major shareholders include Beacon Pointe Advisors, Llc, Coldstream Capital Management Inc, Carroll Advisory Group, Llc, and several other long-term asset managers with concentrated positions in ISHARES CUR HDG MSCI ACWI-X (HAWX).
This page ranks the largest institutional HAWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
57
Total Reported Value
$238.76M
Largest Holder
Beacon Pointe Advisors, Llc
Largest Position
$72.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | 0.34% | 1,560,237 | $72,550,720 | $68,853,259 | -$3,697,461 | -5.10% | |
| Coldstream Capital Management Inc | 0.30% | 508,624 | $23,650,928 | $22,445,577 | -$1,205,351 | -5.10% | |
| Carroll Advisory Group, Llc | 7.08% | 493,395 | $22,400,105 | $21,773,521 | -$626,584 | -2.80% | |
| Partners Capital Investment Group, Llp | 0.66% | 400,263 | $18,612,148 | $17,663,606 | -$948,542 | -5.10% | |
| Scotia Capital Inc. | 0.06% | 334,946 | $15,574,654 | $14,781,167 | -$793,487 | -5.09% | |
| Osaic Holdings, Inc. | 0.02% | 307,628 | $14,300,096 | $13,575,624 | -$724,472 | -5.07% | |
| Lpl Financial Llc | 0.00% | 277,464 | $12,902,019 | $12,244,486 | -$657,533 | -5.10% | |
| Kingsview Wealth Management, Llc | 0.11% | 201,618 | $9,375,197 | $8,897,402 | -$477,795 | -5.10% | |
| Raymond James Financial Inc | 0.00% | 132,958 | $6,182,522 | $5,867,437 | -$315,085 | -5.10% | |
| Private Advisor Group, Llc | 0.02% | 115,238 | $5,358,516 | $5,085,453 | -$273,063 | -5.10% | |
| Bank Of America Corp | 0.00% | 113,276 | $5,267,324 | $4,998,870 | -$268,454 | -5.10% | |
| Pacific Financial Group Inc | 1.78% | 80,061 | $3,722,820 | $3,533,092 | -$189,728 | -5.10% | |
| Equitable Holdings, Inc. | 0.02% | 70,414 | $3,274,219 | $3,107,370 | -$166,849 | -5.10% | |
| Nova Wealth Management, Inc. | 1.51% | 58,880 | $2,737,914 | $2,598,374 | -$139,540 | -5.10% | |
| Concurrent Investment Advisors, Llc | 0.02% | 59,906 | $2,719,732 | $2,643,652 | -$76,080 | -2.80% | |
| Mariner, Llc | 0.00% | 45,089 | $2,096,645 | $1,989,778 | -$106,867 | -5.10% | |
| Newedge Advisors, Llc | 0.01% | 40,056 | $1,862,573 | $1,767,671 | -$94,902 | -5.10% | |
| Envestnet Asset Management Inc | 0.00% | 31,329 | $1,456,783 | $1,382,549 | -$74,234 | -5.10% | |
| Citadel Advisors Llc | 0.00% | 27,798 | $1,292,601 | $1,226,726 | -$65,875 | -5.10% | |
| Flow Traders U.S. Llc | 0.04% | 20,916 | $973,000 | $923,023 | -$49,977 | -5.14% | |
| Belpointe Asset Management Llc | 0.03% | 20,781 | $966,312 | $917,066 | -$49,246 | -5.10% | |
| Jane Street Group, Llc | 0.00% | 19,963 | $928,276 | $880,967 | -$47,309 | -5.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,909 | $763,319 | $746,194 | -$17,125 | -2.24% | |
| Journey Retirement Planning & Investment Management Llc | 0.53% | 16,363 | $742,945 | $722,099 | -$20,846 | -2.81% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 14,673 | $666,147 | $647,519 | -$18,628 | -2.80% | |
| Focus Partners Wealth | 0.00% | 13,862 | $644,580 | $611,730 | -$32,850 | -5.10% | |
| Whitaker-Myers Wealth Managers, Ltd. | 0.10% | 13,148 | $596,930 | $580,221 | -$16,709 | -2.80% | |
| Kestra Advisory Services, Llc | 0.00% | 12,442 | $564,849 | $549,065 | -$15,784 | -2.79% | |
| Cetera Investment Advisers | 0.00% | 11,882 | $552,509 | $524,353 | -$28,156 | -5.10% | |
| Clearstead Advisors, Llc | 0.01% | 11,404 | $530,284 | $503,259 | -$27,025 | -5.10% | |
| &Partners | 0.00% | 10,620 | $493,824 | $468,661 | -$25,163 | -5.10% | |
| Clark Capital Management Group, Inc. | 0.00% | 10,367 | $482,063 | $457,496 | -$24,567 | -5.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,710 | $440,810 | $428,502 | -$12,308 | -2.79% | |
| Star Financial Bank | 0.16% | 8,695 | $404,316 | $383,710 | -$20,606 | -5.10% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 8,463 | $393,528 | $373,472 | -$20,056 | -5.10% | |
| Advisory Services Network, Llc | 0.00% | 7,576 | $352,284 | $334,329 | -$17,955 | -5.10% | |
| Susquehanna International Group, Llp | 0.00% | 7,421 | $345,075 | $327,489 | -$17,586 | -5.10% | |
| Mml Investors Services, Llc | 0.00% | 7,023 | $326,579 | $309,925 | -$16,654 | -5.10% | |
| Creative Planning | 0.00% | 7,183 | $326,108 | $316,986 | -$9,122 | -2.80% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,195 | $288,066 | $273,385 | -$14,681 | -5.10% | |
| Essex Financial Services, Inc. | 0.01% | 5,731 | $266,490 | $252,909 | -$13,581 | -5.10% | |
| Royal Bank Of Canada | 0.00% | 5,463 | $254,000 | $241,082 | -$12,918 | -5.09% | |
| Redwood Financial Network Corp | 0.14% | 5,358 | $249,145 | $236,449 | -$12,696 | -5.10% | |
| Mcilrath & Eck, Llc | 0.01% | 4,151 | $169,734 | $183,184 | +$13,450 | +7.92% | |
| Fmr Llc | 0.00% | 2,728 | $126,830 | $120,387 | -$6,443 | -5.08% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,431 | $113,050 | $107,280 | -$5,770 | -5.10% | |
| Ashton Thomas Securities, Llc | 0.01% | 1,688 | $76,635 | $74,491 | -$2,144 | -2.80% | |
| Sunbelt Securities, Inc. | 0.00% | 1,765 | $72,171 | $77,889 | +$5,718 | +7.92% | |
| Morgan Stanley | 0.00% | 1,416 | $65,854 | $62,488 | -$3,366 | -5.11% | |
| Parallel Advisors, Llc | 0.00% | 1,387 | $64,495 | $61,208 | -$3,287 | -5.10% |
Frequently asked questions about HAWX
Who are the largest institutional holders of HAWX?
The largest institutional holders of HAWX reported in the latest SEC Form 13F filings include Beacon Pointe Advisors, Llc, Coldstream Capital Management Inc, Carroll Advisory Group, Llc, Partners Capital Investment Group, Llp, and Scotia Capital Inc.. InsiderSet ranks institutional holders by their latest reported HAWX position.
What is HAWX institutional ownership?
This page tracks HAWX positions reported by institutional investment managers through SEC Form 13F. ISHARES CUR HDG MSCI ACWI-X (HAWX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HAWX?
InsiderSet currently tracks 57 institutional managers reporting HAWX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HAWX shareholders.
How much HAWX stock do institutions own?
Institutional investment managers disclosed approximately $238.76M in HAWX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HAWX institutional ownership last updated?
The latest HAWX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HAWX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HAWX position after the reporting date.
Are institutions buying or selling HAWX?
Institutional buying and selling can be analyzed by comparing HAWX positions across consecutive 13F reporting periods. InsiderSet's HAWX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HAWX ownership changes.
How has HAWX institutional ownership changed over time?
InsiderSet tracks HAWX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.