iShares ESG Aware Moderate Allocation ETF
EAOM
8 hedge funds and large institutions have $1.36M invested in iShares ESG Aware Moderate Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
98% more capital invested
Capital invested by funds: $690K → $1.36M (+$675K)
33% more funds holding
Funds holding: 6 → 8 (+2)
7.84% more ownership
Funds ownership: 14.74% → 22.58% (+7.8%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$332K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$145K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$48.2K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$117K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $334K | +$332K | +13,797 | New |
|
|
CPWMP
2
Cardinal Point Wealth Management Partners
Irvine,
California
| $271K | – | – | – |
|
|
CPCM
3
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $271K | +$270K | +11,200 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $270K | -$26.5K | -1,100 | -9% |
|
|
5
UBS Group
Zurich,
Switzerland
| $164K | +$145K | +6,022 | +801% |
|
|
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $48.3K | +$48.2K | +2,000 | New |
|
|
MWM
7
Mascoma Wealth Management
Hanover,
New Hampshire
| $6.67K | – | – | – |
|
|
BAM
8
Belpointe Asset Management
Reno,
Nevada
| $1.16K | +$1.16K | +48 | New |
|
|
9
BlackRock
New York
| – | -$117K | -5,000 | Closed |
|
EAOM Hedge Fund Activity: Q4 2022 in Review
8 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q4 2022, worth a combined $1.36M — up 98% from $690K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EAOM positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $332K. The largest seller was BlackRock, exiting entirely with an estimated $117K sold.
- 8 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $1.36M of iShares ESG Aware Moderate Allocation ETF stock for Q4 2022, up 98% quarter-over-quarter.
- 4 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q4 2022 was Jane Street, an estimated $332K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q4 2022 was BlackRock, an estimated $117K sold.
Based on aggregated 13F filings for Q4 2022.