iShares ESG Aware Conservative Allocation ETF
EAOK
4 hedge funds and large institutions have $1.39M invested in iShares ESG Aware Conservative Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
203% more capital invested
Capital invested by funds: $457K → $1.39M (+$929K)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
10.6% more ownership
Funds ownership: 6.03% → 16.62% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$458K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$263K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$198K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$27.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
1
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $463K | +$458K | +18,340 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $456K | +$27.8K | +1,112 | +7% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $266K | +$263K | +10,544 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $200K | +$198K | +7,927 | New |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$28.9K | -1,145 | Closed |
|
EAOK Hedge Fund Activity: Q2 2024 in Review
4 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Conservative Allocation ETF (EAOK) for Q2 2024, worth a combined $1.39M — up 203% from $457K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOK positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $458K. The largest seller was Bank of Montreal, exiting entirely with an estimated $28.9K sold.
- 4 institutional investors held iShares ESG Aware Conservative Allocation ETF (EAOK) as of Q2 2024, up from 2 in Q1 2024.
- Funds reported $1.39M of iShares ESG Aware Conservative Allocation ETF stock for Q2 2024, up 203% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Conservative Allocation ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Conservative Allocation ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $458K added.
- The largest iShares ESG Aware Conservative Allocation ETF seller in Q2 2024 was Bank of Montreal, an estimated $28.9K sold.
Based on aggregated 13F filings for Q2 2024.