iShares ESG Aware Moderate Allocation ETF
EAOM
6 hedge funds and large institutions have $784K invested in iShares ESG Aware Moderate Allocation ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3.75% less ownership
Funds ownership: 18.65% → 14.91% (-3.7%)
15% less capital invested
Capital invested by funds: $917K → $784K (-$133K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$105K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.6K |
| 3 |
Morgan Stanley
New York
|
+$50 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
-$283K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $454K | +$105K | +4,210 | +32% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $222K | -$50K | -2,000 | -19% |
|
|
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $52.5K | – | – | – |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $48.1K | +$45.6K | +1,822 | New |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.26K | – | – | – |
|
|
6
Morgan Stanley
New York
| $54 | +$50 | +2 | New |
|
|
CPCM
7
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| – | -$283K | -11,530 | Closed |
|
EAOM Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q4 2023, worth a combined $784K — down 15% from $917K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EAOM positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, adding an estimated $105K. The largest seller was Cardinal Point Capital Management, exiting entirely with an estimated $283K sold.
- 6 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $784K of iShares ESG Aware Moderate Allocation ETF stock for Q4 2023, down 15% quarter-over-quarter.
- 2 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q4 2023 was Jane Street, an estimated $105K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q4 2023 was Cardinal Point Capital Management, an estimated $283K sold.
Based on aggregated 13F filings for Q4 2023.