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iShares ESG Aware Aggressive Allocation ETF
EAOA

Overview Fund Activity

18 hedge funds and large institutions have $4.7M invested in iShares ESG Aware Aggressive Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.3M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$310K
3
SPIA
3
Steward Partners Investment Advisory
New York
$170K
4
CA
4
CoreCap Advisors
Michigan
$30.7K
5
SWA
5
Sax Wealth Advisors
New Jersey
$266K

Top Sellers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$307K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$14K
4
MWM
4
Mascoma Wealth Management
New Hampshire
$13.1K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.44M 42,180 – –
Jane Street
2
Jane Street
New York
$1.3M 38,178 +14,752 +63%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$449K 13,163 -31 -0.2%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$310K 9,101 +6,653 +272%
Citadel Advisors
5
Citadel Advisors
Florida
$307K 9,014 -5,976 -40%
SWA
6
Sax Wealth Advisors
New Jersey
$266K 7,800 +200 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$247K 7,257 -245 -3%
SPIA
8
Steward Partners Investment Advisory
New York
$170K 5,000 +5,000 New
PA
9
Parallel Advisors
California
$60.3K 1,770 +12 +0.7%
KHC
10
Koesten Hirschmann & Crabtree
Kansas
$56.6K 1,660 – –
CA
11
CoreCap Advisors
Michigan
$30.7K 902 +902 New
JFA
12
JNBA Financial Advisors
Minnesota
$19.5K 572 +5 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14K 407 -511 -56%
MWM
14
Mascoma Wealth Management
New Hampshire
$13.1K 385 -296 -43%
CFS
15
CGC Financial Services
Oregon
$9.75K 286 +32 +13%
GC
16
Gould Capital
Washington
$6.31K 185 – –
FFO
17
Fortitude Family Office
Arizona
$3.96K 116 -146 -56%
Morgan Stanley
18
Morgan Stanley
New York
$204 6 +6 New
VAS
19
Vestmark Advisory Solutions
Massachusetts
– – -9,162 Closed
MFT
20
Moisand Fitzgerald Tamayo
Florida
– – -200 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –