iShares ESG Aware Conservative Allocation ETF
EAOK
2 hedge funds and large institutions have $832K invested in iShares ESG Aware Conservative Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $795K → $832K (+$37K)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.13% less ownership
Funds ownership: 1.99% → 1.86% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$815K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$556K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCS
1
Retirement Capital Strategies
San Jose,
California
| $817K | +$815K | +29,241 | New |
|
|
2
UBS Group
Zurich,
Switzerland
| $15K | +$14.8K | +530 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| – | -$556K | -20,171 | Closed |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$239K | -8,659 | Closed |
|
EAOK Hedge Fund Activity: Q4 2021 in Review
2 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Conservative Allocation ETF (EAOK) for Q4 2021, worth a combined $832K — up 4.7% from $795K a quarter earlier.
Fund positioning in EAOK was balanced in Q4 2021: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $815K. The largest seller was Citadel Advisors, exiting entirely with an estimated $556K sold.
- 2 institutional investors held iShares ESG Aware Conservative Allocation ETF (EAOK) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $832K of iShares ESG Aware Conservative Allocation ETF stock for Q4 2021, up 4.7% quarter-over-quarter.
- 2 funds opened new iShares ESG Aware Conservative Allocation ETF positions in Q4 2021 and 2 closed out, a net change of 0 holders.
- The largest iShares ESG Aware Conservative Allocation ETF buyer in Q4 2021 was Retirement Capital Strategies, an estimated $815K added.
- The largest iShares ESG Aware Conservative Allocation ETF seller in Q4 2021 was Citadel Advisors, an estimated $556K sold.
Based on aggregated 13F filings for Q4 2021.