We are live on ! Find out more
EAOA icon

iShares ESG Aware Aggressive Allocation ETF

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

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

87% more capital invested

Capital invested by funds: $2.6M → $4.87M (+$2.27M)

29% more funds holding

Funds holding: 1722 (+5)

6.38% more ownership

Funds ownership: 9.42%15.8% (+6.4%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.22M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$803K +$752K +20,837 New
Citadel Advisors
3
Citadel Advisors
Florida
$466K +$173K +4,804 +66%
Jane Street
4
Jane Street
New York
$459K +$430K +11,914 New
JP Morgan Chase
5
JP Morgan Chase
New York
$443K +$387K +10,733 +1,394%
SWA
6
Sax Wealth Advisors
New Jersey
$296K
Osaic Holdings
7
Osaic Holdings
Arizona
$284K +$51.5K +1,426 +24%
WP
8
Westmount Partners
California
$218K +$108 +3 +0.1%
SPIA
9
Steward Partners Investment Advisory
New York
$193K
WSFS
10
Wilmington Savings Fund Society
Delaware
$94.2K +$88.2K +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 +$2.02K +56 +4%
GC
15
Gould Capital
Washington
$45.4K +$6.1K +169 +17%
Raymond James Financial
16
Raymond James Financial
Florida
$38.5K +$36K +998 New
CFS
17
CGC Financial Services
Oregon
$26.1K
UBS Group
18
UBS Group
Switzerland
$11.3K +$10.6K +294 New
AF
19
Advisornet Financial
Minnesota
$9.21K
MWM
20
Mascoma Wealth Management
New Hampshire
$7.71K +$4.73K +131 +190%
JFA
21
JNBA Financial Advisors
Minnesota
$2.16K +$144 +4 +8%
Morgan Stanley
22
Morgan Stanley
New York
$82 +$72 +2 New
CCM
23
Coldstream Capital Management
Washington
-$30.9K -872 Closed

EAOA Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q2 2025, worth a combined $4.87M — up 87% from $2.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EAOA positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $752K. The largest seller was Coldstream Capital Management, exiting entirely with an estimated $30.9K sold.

  • 22 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q2 2025, up from 17 in Q1 2025.
  • Funds reported $4.87M of iShares ESG Aware Aggressive Allocation ETF stock for Q2 2025, up 87% quarter-over-quarter.
  • 6 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q2 2025 and 1 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q2 2025 was Susquehanna International Group, an estimated $752K added.
  • The largest iShares ESG Aware Aggressive Allocation ETF seller in Q2 2025 was Coldstream Capital Management, an estimated $30.9K sold.

Based on aggregated 13F filings for Q2 2025.