iShares ESG Aware Aggressive Allocation ETF
EAOA
12 hedge funds and large institutions have $1.72M invested in iShares ESG Aware Aggressive Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
31% more capital invested
Capital invested by funds: $1.31M → $1.72M (+$411K)
20% more funds holding
Funds holding: 10 → 12 (+2)
3.25% more ownership
Funds ownership: 6.22% → 9.48% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$456K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$67.3K |
| 3 |
Jane Street
New York
|
+$65.6K |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
+$39.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$23.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$40.1K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$386 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $559K | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $429K | +$456K | +15,370 | New |
|
|
3
Jane Street
New York
| $311K | +$65.6K | +2,210 | +25% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $294K | +$67.3K | +2,268 | +27% |
|
|
PA
5
Parallel Advisors
San Francisco,
California
| $44K | +$39.9K | +1,344 | +600% |
|
|
6
UBS Group
Zurich,
Switzerland
| $22K | +$23.7K | +799 | New |
|
|
JFA
7
JNBA Financial Advisors
Bloomington,
Minnesota
| $15K | +$89 | +3 | +0.5% |
|
|
MWM
8
Mascoma Wealth Management
Hanover,
New Hampshire
| $14K | -$40.1K | -1,351 | -73% |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $14K | +$15.1K | +509 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | -$386 | -13 | -3% |
|
|
GC
11
Gould Capital
Tacoma,
Washington
| $2K | – | – | – |
|
|
SSC
12
Syverson Strege & Co
West Des Moines,
Iowa
| $2K | +$1.13K | +38 | +81% |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$1K | -31 | Closed |
|
EAOA Hedge Fund Activity: Q2 2022 in Review
12 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q2 2022, worth a combined $1.72M — up 31% from $1.31M 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 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $456K. The largest seller was Mascoma Wealth Management, cutting an estimated $40.1K.
- 12 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q2 2022, up from 10 in Q1 2022.
- Funds reported $1.72M of iShares ESG Aware Aggressive Allocation ETF stock for Q2 2022, up 31% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q2 2022 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q2 2022 was Citadel Advisors, an estimated $456K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q2 2022 was Mascoma Wealth Management, an estimated $40.1K sold.
Based on aggregated 13F filings for Q2 2022.