iShares ESG Aware Aggressive Allocation ETF
EAOA
12 hedge funds and large institutions have $1.47M invested in iShares ESG Aware Aggressive Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.74% less ownership
Funds ownership: 9.48% → 8.74% (-0.74%)
14% less capital invested
Capital invested by funds: $1.72M → $1.47M (-$248K)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$56.3K |
| 2 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$4.32K |
| 3 |
PA
Parallel Advisors
San Francisco,
California
|
+$341 |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$57 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$142K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.4K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$14K |
| 5 |
Jane Street
New York
|
-$7.37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $518K | – | – | – |
|
|
2
Jane Street
New York
| $282K | -$7.37K | -259 | -2% |
|
|
3
Citadel Advisors
Miami,
Florida
| $269K | -$142K | -4,991 | -32% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | -$16.9K | -596 | -6% |
|
|
HWMA
5
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $51K | +$56.3K | +1,980 | New |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $41K | +$341 | +12 | +0.8% |
|
|
MWM
7
Mascoma Wealth Management
Hanover,
New Hampshire
| $17K | +$4.32K | +152 | +31% |
|
|
JFA
8
JNBA Financial Advisors
Bloomington,
Minnesota
| $14K | +$57 | +2 | +0.4% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | -$370 | -13 | -3% |
|
|
10
UBS Group
Zurich,
Switzerland
| $6K | -$16.4K | -576 | -72% |
|
|
GC
11
Gould Capital
Tacoma,
Washington
| $2K | – | – | – |
|
|
SSC
12
Syverson Strege & Co
West Des Moines,
Iowa
| $2K | – | – | – |
|
|
CA
13
CoreCap Advisors
Southfield,
Michigan
| – | -$14K | -509 | Closed |
|
EAOA Hedge Fund Activity: Q3 2022 in Review
12 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q3 2022, worth a combined $1.47M — down 14% from $1.72M a quarter earlier.
Fund positioning in EAOA was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Heritage Wealth Management (Arizona), opening a new position worth an estimated $56.3K. The largest seller was Citadel Advisors, cutting an estimated $142K.
- 12 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $1.47M of iShares ESG Aware Aggressive Allocation ETF stock for Q3 2022, down 14% quarter-over-quarter.
- 1 fund opened new iShares ESG Aware Aggressive Allocation ETF positions in Q3 2022 and 1 closed out, a net change of 0 holders.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q3 2022 was Heritage Wealth Management (Arizona), an estimated $56.3K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q3 2022 was Citadel Advisors, an estimated $142K sold.
Based on aggregated 13F filings for Q3 2022.