iShares ESG Aware Moderate Allocation ETF
EAOM
5 hedge funds and large institutions have $983K invested in iShares ESG Aware Moderate Allocation ETF in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
6.02% less ownership
Funds ownership: 25.16% → 19.14% (-6%)
23% less capital invested
Capital invested by funds: $1.28M → $983K (-$292K)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$19.9K |
| 2 |
Jane Street
New York
|
-$3.7K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $342K | -$3.7K | -146 | -1% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $295K | +$3.55K | +140 | +1% |
|
|
CPCM
3
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $288K | – | – | – |
|
|
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $51.4K | – | – | – |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.04K | -$19.9K | -785 | -74% |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| – | -$1.22K | -48 | Closed |
|
EAOM Hedge Fund Activity: Q2 2023 in Review
5 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q2 2023, worth a combined $983K — down 23% from $1.28M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of EAOM and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.55K. The largest seller was Mascoma Wealth Management, cutting an estimated $19.9K.
- 5 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q2 2023, down from 7 in Q1 2023.
- Funds reported $983K of iShares ESG Aware Moderate Allocation ETF stock for Q2 2023, down 23% quarter-over-quarter.
- 0 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $3.55K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q2 2023 was Mascoma Wealth Management, an estimated $19.9K sold.
Based on aggregated 13F filings for Q2 2023.