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iShares ESG Aware Aggressive Allocation ETF
EAOA

Overview Fund Activity

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.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% 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
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$751K
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$294K
3
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$1.35M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$78.8K
5
FFO
5
Fortitude Family Office
Arizona
$8.41K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$481K
2
MAWA
2
Moss Adams Wealth Advisors
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$423K
4
MWM
4
Mascoma Wealth Management
New Hampshire
$21.8K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.35M 42,180 +5,920 +16%
Jane Street
2
Jane Street
New York
$751K 23,426 +14,183 +153%
Citadel Advisors
3
Citadel Advisors
Florida
$481K 14,990 -13,756 -48%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$423K 13,194 -1,096 -8%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$294K 9,162 +9,162 New
SWA
6
Sax Wealth Advisors
New Jersey
$244K 7,600 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$241K 7,502 +6 +0.1%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$78.8K 2,448 +2,448 New
PA
9
Parallel Advisors
California
$56.4K 1,758 +8 +0.5%
KHC
10
Koesten Hirschmann & Crabtree
Kansas
$53.2K 1,660 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29K 918 -6 -0.6%
MWM
12
Mascoma Wealth Management
New Hampshire
$21.8K 681 -399 -37%
JFA
13
JNBA Financial Advisors
Minnesota
$18.2K 567 +2 +0.4%
FFO
14
Fortitude Family Office
Arizona
$8.41K 262 +262 New
CFS
15
CGC Financial Services
Oregon
$8.14K 254 +19 +8%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$6.42K 200 +1 +0.5%
GC
17
Gould Capital
Washington
$5.93K 185 – –
MAWA
18
Moss Adams Wealth Advisors
Washington
– – -1,608 Closed
Creative Planning
19
Creative Planning
Kansas
– – -31 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –