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iShares ESG Aware Moderate Allocation ETF

5 hedge funds and large institutions have $2.63M invested in iShares ESG Aware Moderate Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 45 (+1)

5.61% less ownership

Funds ownership: 51.54%45.93% (-5.6%)

12% less capital invested

Capital invested by funds: $2.98M → $2.63M (-$348K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$29
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.58M
Citadel Advisors
2
Citadel Advisors
Florida
$494K -$308K -10,595 -38%
CIA
3
Compass Ion Advisors
Pennsylvania
$345K -$3K -103 -0.8%
Jane Street
4
Jane Street
New York
$217K -$15.3K -527 -7%
UBS Group
5
UBS Group
Switzerland
+$29 +1 New

EAOM Hedge Fund Activity: Q3 2021 in Review

5 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q3 2021, worth a combined $2.63M — down 12% from $2.98M a quarter earlier.

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

The largest buyer was UBS Group, opening a new position worth an estimated $29. The largest seller was Citadel Advisors, cutting an estimated $308K.

  • 5 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q3 2021, up from 4 in Q2 2021.
  • Funds reported $2.63M of iShares ESG Aware Moderate Allocation ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 1 fund opened new iShares ESG Aware Moderate Allocation ETF positions in Q3 2021 and 0 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware Moderate Allocation ETF buyer in Q3 2021 was UBS Group, an estimated $29 added.
  • The largest iShares ESG Aware Moderate Allocation ETF seller in Q3 2021 was Citadel Advisors, an estimated $308K sold.

Based on aggregated 13F filings for Q3 2021.