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iShares ESG Aware Aggressive Allocation ETF

17 hedge funds and large institutions have $3.49M invested in iShares ESG Aware Aggressive Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

1.84% less ownership

Funds ownership: 14.04%12.2% (-1.8%)

11% less funds holding

Funds holding: 1917 (-2)

15% less capital invested

Capital invested by funds: $4.12M → $3.49M (-$630K)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change

EAOA Hedge Fund Activity: Q4 2024 in Review

17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q4 2024, worth a combined $3.49M — down 15% from $4.12M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EAOA and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.

The largest buyer was JP Morgan Chase, adding an estimated $162K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $532K sold.

  • 17 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $3.49M of iShares ESG Aware Aggressive Allocation ETF stock for Q4 2024, down 15% quarter-over-quarter.
  • 1 fund opened new iShares ESG Aware Aggressive Allocation ETF positions in Q4 2024 and 3 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $162K added.
  • The largest iShares ESG Aware Aggressive Allocation ETF seller in Q4 2024 was Susquehanna International Group, an estimated $532K sold.

Based on aggregated 13F filings for Q4 2024.