iShares ESG Aware Moderate Allocation ETF
EAOM
8 hedge funds and large institutions have $2.52M invested in iShares ESG Aware Moderate Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
1.82% less ownership
Funds ownership: 47.82% → 46% (-1.8%)
10% less capital invested
Capital invested by funds: $2.79M → $2.52M (-$266K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$273K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.1K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$7.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$741K |
| 2 |
BlackRock
New York
|
-$695K |
| 3 |
Jane Street
New York
|
-$81.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.07M | +$1.09M | +39,224 | New |
|
|
CIA
2
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $342K | – | – | – |
|
|
CPWMP
3
Cardinal Point Wealth Management Partners
Irvine,
California
| $310K | – | – | – |
|
|
4
BlackRock
New York
| $274K | -$695K | -25,000 | -71% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $269K | +$273K | +9,809 | New |
|
|
6
Jane Street
New York
| $227K | -$81.7K | -2,936 | -26% |
|
|
7
UBS Group
Zurich,
Switzerland
| $16K | +$11.1K | +400 | +227% |
|
|
MWM
8
Mascoma Wealth Management
Hanover,
New Hampshire
| $8K | +$7.68K | +276 | New |
|
|
RCS
9
Retirement Capital Strategies
San Jose,
California
| – | -$741K | -25,421 | Closed |
|
EAOM Hedge Fund Activity: Q1 2022 in Review
8 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q1 2022, worth a combined $2.52M — down 9.5% from $2.79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOM positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.09M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $741K sold.
- 8 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $2.52M of iShares ESG Aware Moderate Allocation ETF stock for Q1 2022, down 9.5% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q1 2022 and 2 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q1 2022 was Citadel Advisors, an estimated $1.09M added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q1 2022 was Retirement Capital Strategies, an estimated $741K sold.
Based on aggregated 13F filings for Q1 2022.