iShares ESG Aware Moderate Allocation ETF
EAOM
7 hedge funds and large institutions have $1.16M invested in iShares ESG Aware Moderate Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
48% more capital invested
Capital invested by funds: $784K → $1.16M (+$373K)
17% more funds holding
Funds holding: 6 → 7 (+1)
3.73% more ownership
Funds ownership: 14.91% → 18.63% (+3.7%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$318K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$199K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$91.2K |
| 4 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$222K |
| 2 |
Jane Street
New York
|
-$64.2K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$23.4K |
| 4 |
Morgan Stanley
New York
|
-$54 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $400K | -$64.2K | -2,430 | -14% |
|
|
2
Citadel Advisors
Miami,
Florida
| $325K | +$318K | +12,036 | New |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $204K | +$199K | +7,541 | New |
|
|
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $147K | +$91.2K | +3,452 | +173% |
|
|
PCMC
5
Private Capital Management (Colorado)
Denver,
Colorado
| $48.2K | +$47.1K | +1,785 | New |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $25.3K | -$23.4K | -885 | -49% |
|
|
MWM
7
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.45K | – | – | – |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$222K | -8,452 | Closed |
|
|
9
Morgan Stanley
New York
| – | -$54 | -2 | Closed |
|
EAOM Hedge Fund Activity: Q1 2024 in Review
7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q1 2024, worth a combined $1.16M — up 48% from $784K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EAOM positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $318K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $222K sold.
- 7 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $1.16M of iShares ESG Aware Moderate Allocation ETF stock for Q1 2024, up 48% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q1 2024 was Citadel Advisors, an estimated $318K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q1 2024 was Susquehanna International Group, an estimated $222K sold.
Based on aggregated 13F filings for Q1 2024.