iShares ESG Aware Moderate Allocation ETF
EAOM
7 hedge funds and large institutions have $1.28M invested in iShares ESG Aware Moderate Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2.58% more ownership
Funds ownership: 22.58% → 25.16% (+2.6%)
7% less capital invested
Capital invested by funds: $1.36M → $1.28M (-$89.5K)
13% less funds holding
Funds holding: 8 → 7 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$19.6K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$164K |
| 2 |
Jane Street
New York
|
-$8.69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $341K | -$8.69K | -348 | -3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $288K | +$5K | +200 | +2% |
|
|
CPCM
3
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $284K | – | – | – |
|
|
CPWMP
4
Cardinal Point Wealth Management Partners
Irvine,
California
| $284K | – | – | – |
|
|
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $50.6K | – | – | – |
|
|
MWM
6
Mascoma Wealth Management
Hanover,
New Hampshire
| $27K | +$19.6K | +785 | +284% |
|
|
BAM
7
Belpointe Asset Management
Reno,
Nevada
| $1.22K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$164K | -6,774 | Closed |
|
EAOM Hedge Fund Activity: Q1 2023 in Review
7 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q1 2023, worth a combined $1.28M — down 6.6% from $1.36M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of EAOM and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Mascoma Wealth Management, adding an estimated $19.6K. The largest seller was UBS Group, exiting entirely with an estimated $164K sold.
- 7 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $1.28M of iShares ESG Aware Moderate Allocation ETF stock for Q1 2023, down 6.6% quarter-over-quarter.
- 0 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q1 2023 was Mascoma Wealth Management, an estimated $19.6K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q1 2023 was UBS Group, an estimated $164K sold.
Based on aggregated 13F filings for Q1 2023.