iShares ESG Aware Aggressive Allocation ETF
EAOA
14 hedge funds and large institutions have $2.49M invested in iShares ESG Aware Aggressive Allocation ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding
Funds holding: 14 → 14 (0)
3.18% less ownership
Funds ownership: 13.97% → 10.79% (-3.2%)
19% less capital invested
Capital invested by funds: $3.09M → $2.49M (-$603K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$223K |
| 2 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$94.2K |
| 3 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
+$6.2K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$5.25K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$74.7K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$22.4K |
| 3 |
Jane Street
New York
|
-$19K |
| 4 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
-$2.51K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$536 |
EAOA Hedge Fund Activity: Q2 2023 in Review
14 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q2 2023, worth a combined $2.49M — down 19% from $3.09M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOA positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $223K. The largest seller was Susquehanna International Group, cutting an estimated $74.7K.
- 14 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $2.49M of iShares ESG Aware Aggressive Allocation ETF stock for Q2 2023, down 19% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q2 2023 and 2 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $223K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q2 2023 was Susquehanna International Group, an estimated $74.7K sold.
Based on aggregated 13F filings for Q2 2023.