EAOA icon

iShares ESG Aware Aggressive Allocation ETF

21 hedge funds and large institutions have $4.07M invested in iShares ESG Aware Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.22M 31,545
Citadel Advisors
2
Citadel Advisors
Florida
$466K 12,093 +4,804 +66%
Jane Street
3
Jane Street
New York
$459K 11,914 +11,914 New
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$443K 11,503 +10,733 +1,394%
SWA
5
Sax Wealth Advisors
New Jersey
$296K 7,690
Osaic Holdings
6
Osaic Holdings
Arizona
$284K 7,381 +1,426 +24%
WP
7
Westmount Partners
California
$218K 5,659 +3 +0.1%
SPIA
8
Steward Partners Investment Advisory
New York
$193K 5,000
WSFS
9
Wilmington Savings Fund Society
Delaware
$94.2K 2,445 +2,445 New
PA
10
Parallel Advisors
California
$80.5K 2,088
KHC
11
Koesten Hirschmann & Crabtree
Kansas
$66K 1,712
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$61.2K 1,587
CA
13
CoreCap Advisors
Michigan
$51.3K 1,330 +56 +4%
GC
14
Gould Capital
Washington
$45.4K 1,177 +169 +17%
Raymond James Financial
15
Raymond James Financial
Florida
$38.5K 998 +998 New
CFS
16
CGC Financial Services
Oregon
$26.1K 678
UBS Group
17
UBS Group
Switzerland
$11.3K 294 +294 New
AF
18
Advisornet Financial
Minnesota
$9.21K 239
MWM
19
Mascoma Wealth Management
New Hampshire
$7.71K 200 +131 +190%
JFA
20
JNBA Financial Advisors
Minnesota
$2.16K 56 +4 +8%
Morgan Stanley
21
Morgan Stanley
New York
$82 2 +2 New
CCM
22
Coldstream Capital Management
Washington
-872 Closed