iShares ESG Aware Moderate Allocation ETF
EAOM
9 hedge funds and large institutions have $1.08M invested in iShares ESG Aware Moderate Allocation ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
1.44% less ownership
Funds ownership: 18.63% → 17.19% (-1.4%)
7% less capital invested
Capital invested by funds: $1.16M → $1.08M (-$81.3K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.89K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.29K |
| 3 |
Jane Street
New York
|
+$7.02K |
| 4 |
Morgan Stanley
New York
|
+$27 |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $410K | +$7.02K | +263 | +2% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $215K | +$7.29K | +273 | +4% |
|
|
3
Citadel Advisors
Miami,
Florida
| $213K | -$112K | -4,186 | -35% |
|
|
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $148K | – | – | – |
|
|
PCMC
5
Private Capital Management (Colorado)
Denver,
Colorado
| $48.4K | – | – | – |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $34.6K | +$8.89K | +333 | +36% |
|
|
MWM
7
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.49K | – | – | – |
|
|
8
Morgan Stanley
New York
| $40 | +$27 | +1 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $27 | +$27 | +1 | New |
|
EAOM Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q2 2024, worth a combined $1.08M — down 7% from $1.16M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EAOM positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $8.89K. The largest seller was Citadel Advisors, cutting an estimated $112K.
- 9 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $1.08M of iShares ESG Aware Moderate Allocation ETF stock for Q2 2024, down 7% quarter-over-quarter.
- 2 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q2 2024 was Bank of Montreal, an estimated $8.89K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q2 2024 was Citadel Advisors, an estimated $112K sold.
Based on aggregated 13F filings for Q2 2024.