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iShares ESG Aware Aggressive Allocation ETF
EAOA

Overview Fund Activity

22 hedge funds and large institutions have $4.87M invested in iShares ESG Aware Aggressive Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$803K
2
Jane Street
Jane Street
New York
+$459K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$414K
4
Citadel Advisors
Citadel Advisors
Florida
+$185K
5
WSFS
Wilmington Savings Fund Society
Delaware
+$94.2K

Top Sellers

1
CCM
Coldstream Capital Management
Washington
-$30.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.22M – – –
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$803K +$803K +20,837 New
Citadel Advisors
3
Citadel Advisors
Florida
$466K +$185K +4,804 +66%
Jane Street
4
Jane Street
New York
$459K +$459K +11,914 New
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$443K +$414K +10,733 +1,394%
SWA
6
Sax Wealth Advisors
New Jersey
$296K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$284K +$54.9K +1,426 +24%
WP
8
Westmount Partners
California
$218K +$116 +3 +0.1%
SPIA
9
Steward Partners Investment Advisory
New York
$193K – – –
WSFS
10
Wilmington Savings Fund Society
Delaware
$94.2K +$94.2K +2,445 New
PA
11
Parallel Advisors
California
$80.5K – – –
KHC
12
Koesten Hirschmann & Crabtree
Kansas
$66K – – –
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$61.2K – – –
CA
14
CoreCap Advisors
Michigan
$51.3K +$2.16K +56 +4%
GC
15
Gould Capital
Washington
$45.4K +$6.51K +169 +17%
Raymond James Financial
16
Raymond James Financial
Florida
$38.5K +$38.5K +998 New
CFS
17
CGC Financial Services
Oregon
$26.1K – – –
UBS Group
18
UBS Group
Switzerland
$11.3K +$11.3K +294 New
AF
19
Advisornet Financial
Minnesota
$9.21K – – –
MWM
20
Mascoma Wealth Management
New Hampshire
$7.71K +$5.05K +131 +190%
JFA
21
JNBA Financial Advisors
Minnesota
$2.16K +$154 +4 +8%
Morgan Stanley
22
Morgan Stanley
New York
$82 +$82 +2 New
CCM
23
Coldstream Capital Management
Washington
– -$30.9K -872 Closed