We are live on ! Find out more
EAOA icon

iShares ESG Aware Aggressive Allocation ETF

21 hedge funds and large institutions have $5.66M invested in iShares ESG Aware Aggressive Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $4.87M → $5.66M (+$789K)

1.05% more ownership

Funds ownership: 15.8%16.85% (+1%)

5% less funds holding

Funds holding: 2221 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
3
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
$1.35M +$71.8K +1,825 +6%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$850K
Jane Street
3
Jane Street
New York
$676K +$183K +4,663 +39%
Citadel Advisors
4
Citadel Advisors
Florida
$566K +$70.3K +1,788 +15%
JP Morgan Chase
5
JP Morgan Chase
New York
$469K +$39 +1 +0%
Osaic Holdings
6
Osaic Holdings
Arizona
$350K +$47.8K +1,215 +16%
SWA
7
Sax Wealth Advisors
New Jersey
$318K +$4.13K +105 +1%
BDFN
8
Bond & Devick Financial Network
Minnesota
$265K +$255K +6,494 New
WP
9
Westmount Partners
California
$232K +$236 +6 +0.1%
SPIA
10
Steward Partners Investment Advisory
New York
$204K
PA
11
Parallel Advisors
California
$85.1K
KHC
12
Koesten Hirschmann & Crabtree
Kansas
$69.8K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$63.5K -$1.14K -29 -2%
CA
14
CoreCap Advisors
Michigan
$55K +$708 +18 +1%
GC
15
Gould Capital
Washington
$48K
CFS
16
CGC Financial Services
Oregon
$27.3K -$315 -8 -1%
MWM
17
Mascoma Wealth Management
New Hampshire
$13.4K +$5.07K +129 +65%
AF
18
Advisornet Financial
Minnesota
$9.75K
HHGA
19
Halbert Hargrove Global Advisors
California
$4.32K +$4.17K +106 New
JFA
20
JNBA Financial Advisors
Minnesota
$2.28K
Morgan Stanley
21
Morgan Stanley
New York
$76 -$39 -1 -50%
WSFS
22
Wilmington Savings Fund Society
Delaware
-$94.2K -2,445 Closed
Raymond James Financial
23
Raymond James Financial
Florida
-$38.5K -998 Closed
UBS Group
24
UBS Group
Switzerland
-$11.3K -294 Closed

EAOA Hedge Fund Activity: Q3 2025 in Review

21 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Aggressive Allocation ETF (EAOA) for Q3 2025, worth a combined $5.66M — up 16% from $4.87M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EAOA and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 9 added.

The largest buyer was Bond & Devick Financial Network, opening a new position worth an estimated $255K. The largest seller was Wilmington Savings Fund Society, exiting entirely with an estimated $94.2K sold.

  • 21 institutional investors held iShares ESG Aware Aggressive Allocation ETF (EAOA) as of Q3 2025, down from 22 in Q2 2025.
  • Funds reported $5.66M of iShares ESG Aware Aggressive Allocation ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 2 funds opened new iShares ESG Aware Aggressive Allocation ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
  • The largest iShares ESG Aware Aggressive Allocation ETF buyer in Q3 2025 was Bond & Devick Financial Network, an estimated $255K added.
  • The largest iShares ESG Aware Aggressive Allocation ETF seller in Q3 2025 was Wilmington Savings Fund Society, an estimated $94.2K sold.

Based on aggregated 13F filings for Q3 2025.