iShares ESG Aware Moderate Allocation ETF
EAOM
5 hedge funds and large institutions have $3.09M invested in iShares ESG Aware Moderate Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
28% more capital invested
Capital invested by funds: $2.41M → $3.09M (+$675K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2.57% less ownership
Funds ownership: 57.97% → 55.4% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$782K |
| 2 |
Jane Street
New York
|
+$223K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$202K |
| 4 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$559K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.53M | -$559K | -20,000 | -27% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $781K | +$782K | +28,002 | New |
|
|
CIA
3
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $350K | +$22K | +786 | +7% |
|
|
4
Jane Street
New York
| $223K | +$223K | +7,999 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $202K | +$202K | +7,248 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$6K | -198 | Closed |
|
EAOM Hedge Fund Activity: Q1 2021 in Review
5 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q1 2021, worth a combined $3.09M — up 28% from $2.41M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOM positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $782K. The largest seller was BlackRock, cutting an estimated $559K.
- 5 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q1 2021, up from 3 in Q4 2020.
- Funds reported $3.09M of iShares ESG Aware Moderate Allocation ETF stock for Q1 2021, up 28% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q1 2021 was Old Mission Capital, an estimated $782K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q1 2021 was BlackRock, an estimated $559K sold.
Based on aggregated 13F filings for Q1 2021.