iShares ESG Aware Moderate Allocation ETF
EAOM
5 hedge funds and large institutions have $917K invested in iShares ESG Aware Moderate Allocation ETF in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0.49% less ownership
Funds ownership: 19.14% → 18.65% (-0.49%)
7% less capital invested
Capital invested by funds: $983K → $917K (-$66.2K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$8.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.5K |
| 2 |
Jane Street
New York
|
-$6.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $321K | -$6.45K | -255 | -2% |
|
|
CPCM
2
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $283K | +$8.35K | +330 | +3% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | -$26.5K | -1,047 | -9% |
|
|
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $49.1K | – | – | – |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $6.78K | – | – | – |
|
EAOM Hedge Fund Activity: Q3 2023 in Review
5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q3 2023, worth a combined $917K — down 6.7% from $983K a quarter earlier.
Fund positioning in EAOM was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Cardinal Point Capital Management, adding an estimated $8.35K. The largest seller was Susquehanna International Group, cutting an estimated $26.5K.
- 5 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $917K of iShares ESG Aware Moderate Allocation ETF stock for Q3 2023, down 6.7% quarter-over-quarter.
- 0 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q3 2023 and 0 closed out.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q3 2023 was Cardinal Point Capital Management, an estimated $8.35K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q3 2023 was Susquehanna International Group, an estimated $26.5K sold.
Based on aggregated 13F filings for Q3 2023.