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iShares ESG Aware Aggressive Allocation ETF

17 hedge funds and large institutions have $2.6M invested in iShares ESG Aware Aggressive Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

2.78% less ownership

Funds ownership: 12.2%9.42% (-2.8%)

25% less capital invested

Capital invested by funds: $3.49M → $2.6M (-$886K)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.12M -$118K -3,255 -9%
SWA
2
Sax Wealth Advisors
New Jersey
$272K +$1.52K +42 +0.5%
Citadel Advisors
3
Citadel Advisors
Florida
$258K -$19K -524 -7%
Osaic Holdings
4
Osaic Holdings
Arizona
$211K +$209K +5,764 +3,018%
WP
5
Westmount Partners
California
$200K
SPIA
6
Steward Partners Investment Advisory
New York
$177K
PA
7
Parallel Advisors
California
$73.9K -$798 -22 -1%
KHC
8
Koesten Hirschmann & Crabtree
Kansas
$60.6K
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$56.1K +$57.6K +1,587 New
CA
10
CoreCap Advisors
Michigan
$45.1K +$2.61K +72 +6%
GC
11
Gould Capital
Washington
$35.7K
CCM
12
Coldstream Capital Management
Washington
$30.9K +$31.6K +872 New
JP Morgan Chase
13
JP Morgan Chase
New York
$27.2K -$151K -4,170 -84%
CFS
14
CGC Financial Services
Oregon
$24K
AF
15
Advisornet Financial
Minnesota
$8.46K
MWM
16
Mascoma Wealth Management
New Hampshire
$2.46K +$2.5K +69 New
JFA
17
JNBA Financial Advisors
Minnesota
$1.84K +$73 +2 +4%
Raymond James Financial
18
Raymond James Financial
Florida
-$454K -12,708 Closed
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
-$213K -5,950 Closed
AI
20
Atria Investments
North Carolina
-$210K -5,877 Closed

EAOA Hedge Fund Activity: Q1 2025 in Review

17 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q1 2025, worth a combined $2.6M — down 25% from $3.49M a quarter earlier.

Fund positioning in EAOA was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 4 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $209K. The largest seller was Raymond James Financial, exiting entirely with an estimated $454K sold.

  • 17 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $2.6M of iShares ESG Aware Aggressive Allocation ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 3 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q1 2025 and 3 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q1 2025 was Osaic Holdings, an estimated $209K added.
  • The largest iShares ESG Aware Aggressive Allocation ETF seller in Q1 2025 was Raymond James Financial, an estimated $454K sold.

Based on aggregated 13F filings for Q1 2025.