iShares ESG Aware Aggressive Allocation ETF
EAOA
10 hedge funds and large institutions have $3.54M invested in iShares ESG Aware Aggressive Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
37% more capital invested
Capital invested by funds: $2.59M → $3.54M (+$957K)
25% more funds holding
Funds holding: 8 → 10 (+2)
2.76% more ownership
Funds ownership: 14.85% → 17.61% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$863K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$304K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.93K |
| 4 |
Jane Street
New York
|
+$1.55K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$1.28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$380K |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $1.34M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.22M | +$863K | +26,252 | +261% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $378K | -$380K | -11,554 | -51% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $310K | +$304K | +9,237 | New |
|
|
5
Jane Street
New York
| $280K | +$1.55K | +47 | +0.6% |
|
|
TFO
6
Tarbox Family Office
Newport Beach,
California
| $8K | +$164 | +5 | +2% |
|
|
JFA
7
JNBA Financial Advisors
Bloomington,
Minnesota
| $3K | +$1.28K | +39 | +87% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$2.93K | +89 | New |
|
|
RFA
9
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
|
SSC
10
Syverson Strege & Co
West Des Moines,
Iowa
| $1K | +$724 | +22 | New |
|
|
MWM
11
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$5K | -155 | Closed |
|
EAOA Hedge Fund Activity: Q2 2021 in Review
10 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q2 2021, worth a combined $3.54M — up 37% from $2.59M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOA positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $863K. The largest seller was Old Mission Capital, cutting an estimated $380K.
- 10 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q2 2021, up from 8 in Q1 2021.
- Funds reported $3.54M of iShares ESG Aware Aggressive Allocation ETF stock for Q2 2021, up 37% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q2 2021 was Citadel Advisors, an estimated $863K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q2 2021 was Old Mission Capital, an estimated $380K sold.
Based on aggregated 13F filings for Q2 2021.