iShares ESG Aware Aggressive Allocation ETF
EAOA
19 hedge funds and large institutions have $4.12M invested in iShares ESG Aware Aggressive Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more funds holding
Funds holding: 18 → 19 (+1)
3.36% less ownership
Funds ownership: 17.41% → 14.04% (-3.4%)
18% less capital invested
Capital invested by funds: $5.01M → $4.12M (-$894K)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$199K |
| 2 |
WP
Westmount Partners
Los Angeles,
California
|
+$199K |
| 3 |
JP Morgan Chase
New York
|
+$17.9K |
| 4 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$13.4K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$655K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$459K |
| 3 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
-$267K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$113K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$45.7K |
EAOA Hedge Fund Activity: Q3 2024 in Review
19 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q3 2024, worth a combined $4.12M — down 18% from $5.01M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EAOA positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $199K. The largest seller was Jane Street, cutting an estimated $655K.
- 19 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q3 2024, up from 18 in Q2 2024.
- Funds reported $4.12M of iShares ESG Aware Aggressive Allocation ETF stock for Q3 2024, down 18% quarter-over-quarter.
- 4 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q3 2024 was Atria Investments, an estimated $199K added.
- The largest iShares ESG Aware Aggressive Allocation ETF seller in Q3 2024 was Jane Street, an estimated $655K sold.
Based on aggregated 13F filings for Q3 2024.