iShares ESG Aware Aggressive Allocation ETF
EAOA
14 hedge funds and large institutions have $3.09M invested in iShares ESG Aware Aggressive Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 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
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
12% more capital invested
Capital invested by funds: $2.77M → $3.09M (+$329K)
0.27% less ownership
Funds ownership: 14.24% → 13.97% (-0.27%)
7% less funds holding
Funds holding: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$222K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60.1K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$22K |
| 4 |
GC
Gould Capital
Tacoma,
Washington
|
+$3.63K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$203 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$13.3K |
| 2 |
Jane Street
New York
|
-$10.4K |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$3.02K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$203 |
EAOA Hedge Fund Activity: Q1 2023 in Review
14 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q1 2023, worth a combined $3.09M — up 12% from $2.77M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EAOA positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $222K. The largest seller was UBS Group, exiting entirely with an estimated $13.3K sold.
- 14 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q1 2023, down from 15 in Q4 2022.
- Funds reported $3.09M of iShares ESG Aware Aggressive Allocation ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 2 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q1 2023 was Sax Wealth Advisors, an estimated $222K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q1 2023 was UBS Group, an estimated $13.3K sold.
Based on aggregated 13F filings for Q1 2023.