Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF (HAWX)

51 + Investors. Track Smart Money conviction in HAWX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — HAWX

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HAWX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold HAWX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

29 buying22 selling
Last quarter: 29 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new HAWX position: 11 → 5 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 25% medium ■ 31% new
22 out of 51 hedge funds have held HAWX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

6 → 11 → 5 → 7 → 13 new funds/Q
New funds entering each quarter: 11 → 5 → 7 → 13. A growing number of institutions are discovering HAWX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 14% 1-2yr ■ 37% new
Of 51 current holders: 25 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
9 of 51 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: HAWX

How many hedge funds hold HAWX — quarterly history vs. share price
Quarterly hedge fund ownership of HAWX vs. share price

Market Analysis: HAWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HAWX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: HAWX
2026 Q1 Stats Unlock in 16 days 51 + Investors

Track Smart Money conviction in HAWX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 44 15.91%
13F Shares 4M 5M -23.06%
Total Value $143M $178M -19.65%
New Positions 13 7 +6
Increased Positions 16 13 +3
Closed Positions 6 8 -2
Reduced Positions 16 18 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HAWX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HAWX. Verified SEC 13F-HR filings.

Top 14 institutional holders of HAWX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carroll Advisory Group, LLC 8.78% 552,978 $22.6M
2 Nova Wealth Management, Inc. 1.20% 45,207 $1.8M
3 JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 0.11% 13,960 $551K
4 Whitaker-Myers Wealth Managers, LTD. 0.11% 13,036 $533K
5 Belpointe Asset Management LLC 0.03% 20,207 $826K
6 Concurrent Investment Advisors, LLC 0.03% 60,161 $2.5M
7 Essex Financial Services, Inc. 0.01% 5,731 $234K
8 Glass Jacobson Investment Advisors llc 0.01% 688 $28K
9 PRIVATE TRUST CO NA 0.00% 1,200 $49K
10 Westend Capital Management, LLC 0.00% 315 $13K
11 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 21,013 $866K
12 Private Advisor Group, LLC 0.00% 7,443 $304K
13 Kestra Advisory Services, LLC 0.00% 5,606 $229K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,800 $319K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF (HAWX)

What does the Smart Money Trend signal show for HAWX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HAWX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HAWX?

Slight buying edge — 57% buying: Last quarter: 29 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HAWX holders?

Smaller funds dominant — 10% AUM from top-100: 9 of 51 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HAWX?

43% of holders stayed for 2+ years: 22 out of 51 hedge funds have held HAWX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.