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iShares ESG Aware Moderate Allocation ETF
EAOM

3 hedge funds and large institutions have $2.66M invested in iShares ESG Aware Moderate Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 1 → 3 (+2)

4% more capital invested

Capital invested by funds: $2.55M → $2.66M (+$110K)

32.56% less ownership

Funds ownership: 100% → 67.44% (-33%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Compass Ion Advisors
Pennsylvania
+$420K
2
UBS Group
UBS Group
Switzerland
+$4.36K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$2.24M -$394K -15,000 -15%
CIA
2
Compass Ion Advisors
Pennsylvania
$421K +$420K +15,994 New
UBS Group
3
UBS Group
Switzerland
$4K +$4.36K +166 New

EAOM Hedge Fund Activity: Q3 2020 in Review

3 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q3 2020, worth a combined $2.66M — up 4.3% from $2.55M a quarter earlier.

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

The largest buyer was Compass Ion Advisors, opening a new position worth an estimated $420K. The largest seller was BlackRock, cutting an estimated $394K.

  • 3 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q3 2020, up from 1 in Q2 2020.
  • Funds reported $2.66M of iShares ESG Aware Moderate Allocation ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
  • 2 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q3 2020 and 0 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware Moderate Allocation ETF buyer in Q3 2020 was Compass Ion Advisors, an estimated $420K added.
  • The largest iShares ESG Aware Moderate Allocation ETF seller in Q3 2020 was BlackRock, an estimated $394K sold.

Based on aggregated 13F filings for Q3 2020.