iShares ESG Aware Aggressive Allocation ETF
EAOA
13 hedge funds and large institutions have $2.74M invested in iShares ESG Aware Aggressive Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $2.22M → $2.74M (+$519K)
18% more funds holding
Funds holding: 11 → 13 (+2)
1.06% more ownership
Funds ownership: 11.21% → 12.27% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$442K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$217K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$14K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$273 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$226K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$47.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $1.38M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $559K | +$217K | +6,350 | +64% |
|
|
RCS
3
Retirement Capital Strategies
San Jose,
California
| $445K | +$442K | +12,939 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $261K | -$47.6K | -1,394 | -16% |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $45K | +$14K | +411 | +45% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $18K | +$18.2K | +533 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $16K | +$16K | +468 | +11,700% |
|
|
TFO
8
Tarbox Family Office
Newport Beach,
California
| $9K | +$68 | +2 | +0.8% |
|
|
JFA
9
JNBA Financial Advisors
Bloomington,
Minnesota
| $9K | +$273 | +8 | +3% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
RFA
11
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
|
SSC
12
Syverson Strege & Co
West Des Moines,
Iowa
| $1K | – | – | – |
|
|
13
Jane Street
New York
| – | -$226K | -6,842 | Closed |
|
14
Fidelity Investments
Boston,
Massachusetts
| – | +$34 | +1 | New |
|
EAOA Hedge Fund Activity: Q4 2021 in Review
13 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q4 2021, worth a combined $2.74M — up 23% from $2.22M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOA positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $442K. The largest seller was Jane Street, exiting entirely with an estimated $226K sold.
- 13 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q4 2021, up from 11 in Q3 2021.
- Funds reported $2.74M of iShares ESG Aware Aggressive Allocation ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q4 2021 was Retirement Capital Strategies, an estimated $442K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q4 2021 was Jane Street, an estimated $226K sold.
Based on aggregated 13F filings for Q4 2021.