iShares ESG Aware Aggressive Allocation ETF
EAOA
17 hedge funds and large institutions have $4.07M invested in iShares ESG Aware Aggressive Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
24% more capital invested
Capital invested by funds: $3.29M → $4.07M (+$786K)
6% more funds holding
Funds holding: 16 → 17 (+1)
1.89% more ownership
Funds ownership: 13.98% → 15.87% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$428K |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$276K |
| 3 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$179K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$73.9K |
| 5 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$573 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$415K |
| 2 |
MAWA
Moss Adams Wealth Advisors
Seattle,
Washington
|
-$47.2K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$33.1K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$12K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$911 |
EAOA Hedge Fund Activity: Q4 2023 in Review
17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q4 2023, worth a combined $4.07M — up 24% from $3.29M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOA positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $428K. The largest seller was Citadel Advisors, cutting an estimated $415K.
- 17 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $4.07M of iShares ESG Aware Aggressive Allocation ETF stock for Q4 2023, up 24% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q4 2023 was Jane Street, an estimated $428K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q4 2023 was Citadel Advisors, an estimated $415K sold.
Based on aggregated 13F filings for Q4 2023.