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iShares ESG Aware Conservative Allocation ETF

8 hedge funds and large institutions have $1.62M invested in iShares ESG Aware Conservative Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 48 (+4)

17% more capital invested

Capital invested by funds: $1.39M → $1.62M (+$233K)

1.9% more ownership

Funds ownership: 16.62%18.53% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$460K -$24.6K -950 -5%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$374K +$93.1K +3,600 +34%
Citadel Advisors
3
Citadel Advisors
Florida
$278K -$195K -7,558 -42%
Jane Street
4
Jane Street
New York
$259K +$253K +9,799 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$212K +$1.78K +69 +0.9%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$34.3K +$33.5K +1,296 New
UBS Group
7
UBS Group
Switzerland
$768 +$750 +29 New
Morgan Stanley
8
Morgan Stanley
New York
$31 +$26 +1 New

EAOK Hedge Fund Activity: Q3 2024 in Review

8 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Conservative Allocation ETF (EAOK) for Q3 2024, worth a combined $1.62M — up 17% from $1.39M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EAOK positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $253K. The largest seller was Citadel Advisors, cutting an estimated $195K.

  • 8 institutional investors held iShares ESG Aware Conservative Allocation ETF (EAOK) as of Q3 2024, up from 4 in Q2 2024.
  • Funds reported $1.62M of iShares ESG Aware Conservative Allocation ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 4 funds opened new iShares ESG Aware Conservative Allocation ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
  • The largest iShares ESG Aware Conservative Allocation ETF buyer in Q3 2024 was Jane Street, an estimated $253K added.
  • The largest iShares ESG Aware Conservative Allocation ETF seller in Q3 2024 was Citadel Advisors, an estimated $195K sold.

Based on aggregated 13F filings for Q3 2024.