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iShares ESG Aware Conservative Allocation ETF

5 hedge funds and large institutions have $1.93M invested in iShares ESG Aware Conservative Allocation ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

71% more capital invested

Capital invested by funds: $1.13M → $1.93M (+$804K)

25% more funds holding

Funds holding: 45 (+1)

9.03% more ownership

Funds ownership: 13.27%22.3% (+9%)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$655K +$84.7K +3,283 +15%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$534K +$147K +5,715 +40%
Citadel Advisors
3
Citadel Advisors
Florida
$504K +$488K +18,923 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$218K +$1.55K +60 +0.7%
PS
5
Principal Securities
Iowa
$19.2K +$18.5K +719 New
Morgan Stanley
6
Morgan Stanley
New York
-$43 -1 Closed

EAOK Hedge Fund Activity: Q2 2025 in Review

5 of the 7,600 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Conservative Allocation ETF (EAOK) for Q2 2025, worth a combined $1.93M — up 71% from $1.13M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new EAOK positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $488K. The largest seller was Morgan Stanley, exiting entirely with an estimated $43 sold.

  • 5 institutional investors held iShares ESG Aware Conservative Allocation ETF (EAOK) as of Q2 2025, up from 4 in Q1 2025.
  • Funds reported $1.93M of iShares ESG Aware Conservative Allocation ETF stock for Q2 2025, up 71% quarter-over-quarter.
  • 2 funds opened new iShares ESG Aware Conservative Allocation ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware Conservative Allocation ETF buyer in Q2 2025 was Citadel Advisors, an estimated $488K added.
  • The largest iShares ESG Aware Conservative Allocation ETF seller in Q2 2025 was Morgan Stanley, an estimated $43 sold.

Based on aggregated 13F filings for Q2 2025.