iShares ESG Aware Moderate Allocation ETF
EAOM
6 hedge funds and large institutions have $690K invested in iShares ESG Aware Moderate Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
14% less funds holding
Funds holding: 7 → 6 (-1)
29.59% less ownership
Funds ownership: 44.33% → 14.74% (-30%)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
69% less capital invested
Capital invested by funds: $2.21M → $690K (-$1.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.7K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 2 |
Jane Street
New York
|
-$221K |
| 3 |
BlackRock
New York
|
-$125K |
| 4 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
-$3.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $286K | +$2.5K | +100 | +0.8% |
|
|
CPWMP
2
Cardinal Point Wealth Management Partners
Irvine,
California
| $263K | -$3.13K | -125 | -1% |
|
|
3
BlackRock
New York
| $117K | -$125K | -5,000 | -50% |
|
|
4
UBS Group
Zurich,
Switzerland
| $18K | +$1.7K | +68 | +10% |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $6K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$1.13M | -45,334 | Closed |
|
|
7
Jane Street
New York
| – | -$221K | -8,880 | Closed |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
EAOM Hedge Fund Activity: Q3 2022 in Review
6 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q3 2022, worth a combined $690K — down 69% from $2.21M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EAOM and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $2.5K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.
- 6 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q3 2022, down from 7 in Q2 2022.
- Funds reported $690K of iShares ESG Aware Moderate Allocation ETF stock for Q3 2022, down 69% quarter-over-quarter.
- 1 fund opened new iShares ESG Aware Moderate Allocation ETF positions in Q3 2022 and 2 closed out, a net change of -1 holder.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.5K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q3 2022.