Vault-13

ISHARES TR HAWX

MSCI ACWI EXUS · ETP · CUSIP 46435G847

45 institutional holders -3 vs Q2 2025
4,725,6664.7m shares reported held*
$178.7mreported value*
7 new 12 added 21 reduced 6 sold out net bought ≈ $7.2m (+190.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $37.82.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 26Q4 22: 29Q1 23: 33Q2 23: 27Q3 23: 30Q4 23: 34Q1 24: 29Q2 24: 38Q3 24: 41Q4 24: 45Q1 25: 49Q2 25: 48Q3 25: 4545Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202226
Q4 202229
Q1 202333
Q2 202327
Q3 202330
Q4 202334
Q1 202429
Q2 202438
Q3 202441
Q4 202445
Q1 202549
Q2 202548
Q3 202545

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 19 bought or addedQ4 23: 13 cut or sold outQ1 24: 14 bought or addedQ1 24: 17 cut or sold outQ1 24Q2 24: 28 bought or addedQ2 24: 10 cut or sold outQ3 24: 22 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 24 bought or addedQ4 24: 10 cut or sold outQ1 25: 23 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 24 bought or addedQ2 25: 19 cut or sold outQ3 25: 19 bought or addedQ3 25: 27 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20231913
Q1 20241417
Q2 20242810
Q3 20242216
Q4 20242410
Q1 20252327
Q2 20252419
Q3 20251927

Biggest buyers

OSAIC HOLDINGS, INC. Added +337,139+337.1k
BANK OF AMERICA CORP /DE/ Added +136,297+136.3k
CITADEL ADVISORS LLC Added +76,189+76.2k
Cetera Investment Advisers New +42,158+42.2k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Added +24,155+24.2k
Ashton Thomas Private Wealth, LLC New +8,463+8.5k
LPL Financial LLC Added +8,301+8.3k
Equitable Holdings, Inc. Added +7,503+7.5k
ENVESTNET ASSET MANAGEMENT INC New +6,034+6.0k
Essex Financial Services, Inc. New +5,771+5.8k

Biggest sellers

NewEdge Advisors, LLC Reduced -160,323-160.3k
FLOW TRADERS U.S. LLC Sold out -65,146-65.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -53,557-53.6k
Financial Advisors, LLC Reduced -39,399-39.4k
Ameritas Advisory Services, LLC Reduced -37,897-37.9k
JANE STREET GROUP, LLC Sold out -35,940-35.9k
SCOTIA CAPITAL INC. Reduced -21,328-21.3k
RAYMOND JAMES FINANCIAL INC Reduced -13,368-13.4k
STAR Financial Bank Reduced -10,570-10.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -9,479-9.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Advisors, LLC 11.34% of their portfolio ANDOVER, MA 1,692,4501.7m $64.0m $64.0m 11.34% Reduced -39.4k -39,399
2 COLDSTREAM CAPITAL MANAGEMENT INC 0.32% of their portfolio BELLEVUE, WA 630,090630.1k $23.8m $23.8m 0.32% Reduced -2.7k -2,679
3 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.63% of their portfolio BOSTON, MA 421,211421.2k $15.9m $15.9m 0.63% Added +24.2k +24,155
4 SCOTIA CAPITAL INC. 0.06% of their portfolio TORONTO, A6 393,903393.9k $14.9m $14.9m 0.06% Reduced -21.3k -21,328
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 348,941348.9k $13.2m $13.2m 0.02% Added +337.1k +337,139
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 257,113257.1k $9.7m $9.7m 0.00% Added +8.3k +8,301
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 193,027193.0k $7.3m $7.3m 0.00% Added +136.3k +136,297
8 Mariner, LLC 0.01% of their portfolio Overland Park, KS 138,635138.6k $5.2m $5.2m 0.01% Reduced -431 -431
9 STAR Financial Bank 2.10% of their portfolio FORT WAYNE, IN 93,81693.8k $3.5m $3.5m 2.10% Reduced -10.6k -10,570
10 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 86,36086.4k $3.3m $3.3m 0.00% Added +76.2k +76,189
11 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 59,36859.4k $2.2m $2.2m 0.02% Added +7.5k +7,503
12 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 57,31257.3k $2.2m $2.2m 0.01% Reduced -160.3k -160,323
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 42,15842.2k $1.6m $1.6m 0.00% New
14 Prime Capital Investment Advisors, LLC 0.02% of their portfolio OVERLAND PARK, KS 41,49341.5k $1.6m $1.6m 0.02% Reduced -7.2k -7,230
15 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 37,95438.0k $1.4m $1.4m 0.02% Added +4.8k +4,774
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 34,36034.4k $1.3m $1.3m 0.00% Added +3.0k +3,036
17 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 29,52629.5k $1.1m $1.1m 0.03% Reduced -40 -40
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,00924.0k $907.9k $907.9k 0.00% Reduced -13.4k -13,368
19 PKS Advisory Services, LLC 0.17% of their portfolio ALBANY, NY 18,82818.8k $712.0k $712.0k 0.17% Reduced -7.2k -7,236
20 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 14,90814.9k $563.7k $563.7k 0.00% Reduced -1.5k -1,460
21 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,86213.9k $524.2k $524.2k 0.00% Unchanged
22 Whitaker-Myers Wealth Managers, LTD. 0.11% of their portfolio Mansfield, OH 12,86012.9k $486.3k $486.3k 0.11% Reduced -1.1k -1,074
23 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,4699.5k $358.0k $358.0k 0.01% Added +389 +389
24 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,5588.6k $323.6k $323.6k 0.00% Reduced -436 -436
25 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 8,4638.5k $320.0k $320.0k 0.01% New
26 Redwood Financial Network Corp 0.20% of their portfolio SOLON, OH 8,2808.3k $313.1k $313.1k 0.20% Added +369 +369
27 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,7257.7k $292.1k $292.1k 0.00% Reduced -198 -198
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,5257.5k $285.0k $285.0k 0.00% Reduced -53.6k -53,557
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,0346.0k $228.2k $228.2k 0.00% New
30 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 5,7715.8k $218.2k $218.2k 0.01% New
31 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 5,4235.4k $205.1k $205.1k 0.00% New
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,3033.3k $125.0k $125.0k 0.00% Reduced -3.3k -3,303
33 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,3932.4k $90.5k $90.5k 0.00% New
34 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,9451.9k $73.5k $73.5k 0.01% Added +460 +460
35 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,6151.6k $61.1k $61.1k 0.00% Reduced -37.9k -37,897
36 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,3871.4k $52.4k $52.4k 0.00% Unchanged
37 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,3041.3k $49.3k $49.3k 0.00% Unchanged
38 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,2001.2k $45.4k $45.4k 0.00% Reduced -877 -877
39 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1131.1k $42.1k $42.1k 0.00% Reduced -4 -4
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 800800 $30.3k $30.3k 0.00% Reduced -224 -224
41 Glass Jacobson Investment Advisors llc 0.01% of their portfolio OWINGS MILLS, MD 688688 $26.0k $26.0k 0.01% Unchanged
42 2UniFi Bank 0.01% of their portfolio JACKSON, WY 307307 $11.6k $11.6k 0.01% Added +76 +76
43 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 178178 $6.7k $6.7k 0.00% New
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $52 $52 0.00% Unchanged
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $2 $2 0.00% Reduced -1 -1