iShares ESG Aware Aggressive Allocation ETF
EAOA
11 hedge funds and large institutions have $2.22M invested in iShares ESG Aware Aggressive Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
6.39% less ownership
Funds ownership: 17.61% → 11.21% (-6.4%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
37% less capital invested
Capital invested by funds: $3.54M → $2.22M (-$1.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$30.6K |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$5.94K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$135 |
| 4 |
TFO
Tarbox Family Office
Newport Beach,
California
|
+$34 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$892K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$378K |
| 3 |
Jane Street
New York
|
-$50.4K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $1.32M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $327K | -$892K | -26,411 | -73% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $297K | -$8.81K | -261 | -3% |
|
|
4
Jane Street
New York
| $226K | -$50.4K | -1,492 | -18% |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $30K | +$30.6K | +907 | New |
|
|
JFA
6
JNBA Financial Advisors
Bloomington,
Minnesota
| $9K | +$5.94K | +176 | +210% |
|
|
TFO
7
Tarbox Family Office
Newport Beach,
California
| $8K | +$34 | +1 | +0.4% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
RFA
9
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
|
SSC
10
Syverson Strege & Co
West Des Moines,
Iowa
| $1K | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$378K | -11,271 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | +$135 | +4 | New |
|
EAOA Hedge Fund Activity: Q3 2021 in Review
11 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q3 2021, worth a combined $2.22M — down 37% from $3.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EAOA positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Mascoma Wealth Management, opening a new position worth an estimated $30.6K. The largest seller was Citadel Advisors, cutting an estimated $892K.
- 11 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q3 2021, up from 10 in Q2 2021.
- Funds reported $2.22M of iShares ESG Aware Aggressive Allocation ETF stock for Q3 2021, down 37% quarter-over-quarter.
- 2 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q3 2021 was Mascoma Wealth Management, an estimated $30.6K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q3 2021 was Citadel Advisors, an estimated $892K sold.
Based on aggregated 13F filings for Q3 2021.