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iShares ESG Aware Moderate Allocation ETF

7 hedge funds and large institutions have $2.21M invested in iShares ESG Aware Moderate Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.67% less ownership

Funds ownership: 46%44.33% (-1.7%)

13% less funds holding

Funds holding: 87 (-1)

13% less capital invested

Capital invested by funds: $2.52M → $2.21M (-$316K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
4
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.13M +$157K +6,110 +16%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$302K +$60.5K +2,350 +24%
CPWMP
3
Cardinal Point Wealth Management Partners
California
$282K
BlackRock
4
BlackRock
New York
$249K
Jane Street
5
Jane Street
New York
$221K +$15.2K +592 +7%
UBS Group
6
UBS Group
Switzerland
$17K +$2.78K +108 +19%
MWM
7
Mascoma Wealth Management
New Hampshire
$7K
CIA
8
Compass Ion Advisors
Pennsylvania
-$342K -12,493 Closed

EAOM Hedge Fund Activity: Q2 2022 in Review

7 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q2 2022, worth a combined $2.21M — down 13% from $2.52M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of EAOM and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $157K. The largest seller was Compass Ion Advisors, exiting entirely with an estimated $342K sold.

  • 7 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q2 2022, down from 8 in Q1 2022.
  • Funds reported $2.21M of iShares ESG Aware Moderate Allocation ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 0 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q2 2022 and 1 closed out, a net change of -1 holder.
  • The largest iShares ESG Aware Moderate Allocation ETF buyer in Q2 2022 was Citadel Advisors, an estimated $157K added.
  • The largest iShares ESG Aware Moderate Allocation ETF seller in Q2 2022 was Compass Ion Advisors, an estimated $342K sold.

Based on aggregated 13F filings for Q2 2022.