iShares ESG Aware Moderate Allocation ETF
EAOM
7 hedge funds and large institutions have $810K invested in iShares ESG Aware Moderate Allocation ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
4.83% less ownership
Funds ownership: 17.19% → 12.36% (-4.8%)
22% less funds holding
Funds holding: 9 → 7 (-2)
25% less capital invested
Capital invested by funds: $1.08M → $810K (-$266K)
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: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.77K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$213K |
| 2 |
Jane Street
New York
|
-$43K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$34.6K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$13.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $386K | -$43K | -1,554 | -10% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $208K | -$13.8K | -497 | -6% |
|
|
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $155K | – | – | – |
|
|
PCMC
4
Private Capital Management (Colorado)
Denver,
Colorado
| $50.8K | – | – | – |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.86K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.85K | +$1.77K | +64 | +6,400% |
|
7
Morgan Stanley
New York
| $41 | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$213K | -7,850 | Closed |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$34.6K | -1,270 | Closed |
|
EAOM Hedge Fund Activity: Q3 2024 in Review
7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q3 2024, worth a combined $810K — down 25% from $1.08M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EAOM and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $1.77K. The largest seller was Citadel Advisors, exiting entirely with an estimated $213K sold.
- 7 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q3 2024, down from 9 in Q2 2024.
- Funds reported $810K of iShares ESG Aware Moderate Allocation ETF stock for Q3 2024, down 25% quarter-over-quarter.
- 0 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q3 2024 was UBS Group, an estimated $1.77K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q3 2024 was Citadel Advisors, an estimated $213K sold.
Based on aggregated 13F filings for Q3 2024.