iShares ESG Aware Conservative Allocation ETF
EAOK
6 hedge funds and large institutions have $1.98M invested in iShares ESG Aware Conservative Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
23% more capital invested
Capital invested by funds: $1.62M → $1.98M (+$364K)
3.69% more ownership
Funds ownership: 18.53% → 22.22% (+3.7%)
25% less funds holding
Funds holding: 8 → 6 (-2)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$292K |
| 2 |
Jane Street
New York
|
+$128K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$34.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$768 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $554K | +$292K | +11,233 | +107% |
|
2
Raymond James Financial
St Petersburg,
Florida
| $487K | +$496K | +19,104 | New |
|
|
3
Jane Street
New York
| $375K | +$128K | +4,911 | +50% |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $361K | – | – | – |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $206K | +$2.44K | +94 | +1% |
|
6
Morgan Stanley
New York
| $27 | – | – | – |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$34.3K | -1,296 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$768 | -29 | Closed |
|
EAOK Hedge Fund Activity: Q4 2024 in Review
6 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Conservative Allocation ETF (EAOK) for Q4 2024, worth a combined $1.98M — up 23% from $1.62M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EAOK and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, adding an estimated $292K. The largest seller was Bank of Montreal, exiting entirely with an estimated $34.3K sold.
- 6 institutional investors held iShares ESG Aware Conservative Allocation ETF (EAOK) as of Q4 2024, down from 8 in Q3 2024.
- Funds reported $1.98M of iShares ESG Aware Conservative Allocation ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 1 fund opened new iShares ESG Aware Conservative Allocation ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest iShares ESG Aware Conservative Allocation ETF buyer in Q4 2024 was Citadel Advisors, an estimated $292K added.
- The largest iShares ESG Aware Conservative Allocation ETF seller in Q4 2024 was Bank of Montreal, an estimated $34.3K sold.
Based on aggregated 13F filings for Q4 2024.