iShares ESG Aware Aggressive Allocation ETF
EAOA
15 hedge funds and large institutions have $2.77M invested in iShares ESG Aware Aggressive Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
88% more capital invested
Capital invested by funds: $1.47M → $2.77M (+$1.29M)
25% more funds holding
Funds holding: 12 → 15 (+3)
5.5% more ownership
Funds ownership: 8.74% → 14.24% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
+$863K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$129K |
| 3 |
HWMA
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
+$54.5K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$16.1K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$518K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$269K |
| 3 |
Jane Street
New York
|
-$12.7K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$110 |
EAOA Hedge Fund Activity: Q4 2022 in Review
15 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q4 2022, worth a combined $2.77M — up 88% from $1.47M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EAOA positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Cardinal Point Wealth Management Partners, opening a new position worth an estimated $863K. The largest seller was BlackRock, exiting entirely with an estimated $518K sold.
- 15 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q4 2022, up from 12 in Q3 2022.
- Funds reported $2.77M of iShares ESG Aware Aggressive Allocation ETF stock for Q4 2022, up 88% quarter-over-quarter.
- 5 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q4 2022 was Cardinal Point Wealth Management Partners, an estimated $863K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q4 2022 was BlackRock, an estimated $518K sold.
Based on aggregated 13F filings for Q4 2022.