iShares ESG Aware Moderate Allocation ETF
EAOM
7 hedge funds and large institutions have $2.79M invested in iShares ESG Aware Moderate Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 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
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
6% more capital invested
Capital invested by funds: $2.63M → $2.79M (+$155K)
1.89% more ownership
Funds ownership: 45.93% → 47.82% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$739K |
| 2 |
Jane Street
New York
|
+$107K |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$12.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.09K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$582K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$494K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.02M | -$582K | -20,000 | -36% |
|
|
RCS
2
Retirement Capital Strategies
San Jose,
California
| $741K | +$739K | +25,421 | New |
|
|
CIA
3
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $364K | +$12.8K | +441 | +4% |
|
|
CPWMP
4
Cardinal Point Wealth Management Partners
Irvine,
California
| $330K | +$329K | +11,325 | New |
|
|
5
Jane Street
New York
| $327K | +$107K | +3,663 | +48% |
|
|
6
UBS Group
Zurich,
Switzerland
| $5K | +$5.09K | +175 | +17,500% |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$494K | -17,237 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | +$29 | +1 | New |
|
EAOM Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q4 2021, worth a combined $2.79M — up 5.9% from $2.63M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $739K. The largest seller was BlackRock, cutting an estimated $582K.
- 7 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $2.79M of iShares ESG Aware Moderate Allocation ETF stock for Q4 2021, up 5.9% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q4 2021 was Retirement Capital Strategies, an estimated $739K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q4 2021 was BlackRock, an estimated $582K sold.
Based on aggregated 13F filings for Q4 2021.