We are live on ! Find out more
EAOA icon

iShares ESG Aware Aggressive Allocation ETF

8 hedge funds and large institutions have $2.59M invested in iShares ESG Aware Aggressive Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding

Funds holding: 28 (+6)

15% less capital invested

Capital invested by funds: $3.06M → $2.59M (-$469K)

51.98% less ownership

Funds ownership: 66.83%14.85% (-52%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
8
Holders Change
+6
Holders Change %
+300%
% of All Funds
0.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.27M -$1.88M -60,000 -60%
OMC
2
Old Mission Capital
Illinois
$723K +$716K +22,825 New
Citadel Advisors
3
Citadel Advisors
Florida
$319K +$316K +10,060 New
Jane Street
4
Jane Street
New York
$263K +$260K +8,287 New
TFO
5
Tarbox Family Office
California
$8K
MWM
6
Mascoma Wealth Management
New Hampshire
$5K +$4.86K +155 New
RFA
7
Reilly Financial Advisors
California
$1K +$973 +31 New
JFA
8
JNBA Financial Advisors
Minnesota
$1K +$1.41K +45 New

EAOA Hedge Fund Activity: Q1 2021 in Review

8 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q1 2021, worth a combined $2.59M — down 15% from $3.06M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EAOA positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $716K. The largest seller was BlackRock, cutting an estimated $1.88M.

  • 8 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $2.59M of iShares ESG Aware Aggressive Allocation ETF stock for Q1 2021, down 15% quarter-over-quarter.
  • 6 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q1 2021 and 0 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q1 2021 was Old Mission Capital, an estimated $716K added.
  • The largest iShares ESG Aware Aggressive Allocation ETF seller in Q1 2021 was BlackRock, an estimated $1.88M sold.

Based on aggregated 13F filings for Q1 2021.