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iShares ESG Aware Aggressive Allocation ETF
EAOA

16 hedge funds and large institutions have $3.29M invested in iShares ESG Aware Aggressive Allocation ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

32% more capital invested

Capital invested by funds: $2.49M → $3.29M (+$795K)

14% more funds holding

Funds holding: 14 → 16 (+2)

3.19% more ownership

Funds ownership: 10.79% → 13.98% (+3.2%)

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$876K
2
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$53.6K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.1K
4
MFT
Moisand Fitzgerald Tamayo
Florida
+$6.07K
5
PA
Parallel Advisors
California
+$4.54K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.7K
2
SWA
Sax Wealth Advisors
New Jersey
-$4.57K
3
UBS Group
UBS Group
Switzerland
-$3.69K
4
MWM
Mascoma Wealth Management
New Hampshire
-$3.69K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.07M +$53.6K +1,760 +5%
Citadel Advisors
2
Citadel Advisors
Florida
$845K +$876K +28,746 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$420K +$3.26K +107 +0.8%
Jane Street
4
Jane Street
New York
$272K -$5.7K -187 -2%
SWA
5
Sax Wealth Advisors
New Jersey
$223K -$4.57K -150 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$220K – – –
PA
7
Parallel Advisors
California
$51.4K +$4.54K +149 +9%
KHC
8
Koesten Hirschmann & Crabtree
Kansas
$48.8K – – –
MAWA
9
Moss Adams Wealth Advisors
Washington
$47.2K +$274 +9 +0.6%
MWM
10
Mascoma Wealth Management
New Hampshire
$31.7K -$3.69K -121 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27K +$15.1K +494 +115%
JFA
12
JNBA Financial Advisors
Minnesota
$16.6K +$183 +6 +1%
CFS
13
CGC Financial Services
Oregon
$6.9K +$732 +24 +11%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$5.86K +$6.07K +199 New
GC
15
Gould Capital
Washington
$5.4K – – –
Creative Planning
16
Creative Planning
Kansas
$911 +$945 +31 New
UBS Group
17
UBS Group
Switzerland
– -$3.69K -120 Closed

EAOA Hedge Fund Activity: Q3 2023 in Review

16 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q3 2023, worth a combined $3.29M — up 32% from $2.49M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EAOA positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $876K. The largest seller was Jane Street, cutting an estimated $5.7K.

  • 16 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q3 2023, up from 14 in Q2 2023.
  • Funds reported $3.29M of iShares ESG Aware Aggressive Allocation ETF stock for Q3 2023, up 32% quarter-over-quarter.
  • 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q3 2023 and 1 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q3 2023 was Citadel Advisors, an estimated $876K added.
  • The largest iShares ESG Aware Aggressive Allocation ETF seller in Q3 2023 was Jane Street, an estimated $5.7K sold.

Based on aggregated 13F filings for Q3 2023.