iShares ESG Aware Moderate Allocation ETF
EAOM
9 hedge funds and large institutions have $1.58M invested in iShares ESG Aware Moderate Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
95% more capital invested
Capital invested by funds: $810K → $1.58M (+$767K)
29% more funds holding
Funds holding: 7 → 9 (+2)
10.66% more ownership
Funds ownership: 12.36% → 23.02% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$274K |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$15.1K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$13.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.23K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
-$50.8K |
| 2 |
Jane Street
New York
|
-$27.2K |
| 3 |
Morgan Stanley
New York
|
-$41 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Raymond James Financial
St Petersburg,
Florida
| $569K | +$580K | +20,762 | New |
|
|
2
Jane Street
New York
| $344K | -$27.2K | -972 | -7% |
|
|
3
Citadel Advisors
Miami,
Florida
| $269K | +$274K | +9,807 | New |
|
|
BCM
4
Brookstone Capital Management
Wheaton,
Illinois
| $203K | +$2.66K | +95 | +1% |
|
|
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $149K | – | – | – |
|
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $14.8K | +$15.1K | +539 | New |
|
|
CA
7
CoreCap Advisors
Southfield,
Michigan
| $13.2K | +$13.5K | +482 | New |
|
|
MWM
8
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.56K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $6.91K | +$5.23K | +187 | +288% |
|
|
PCMC
10
Private Capital Management (Colorado)
Denver,
Colorado
| – | -$50.8K | -1,785 | Closed |
|
|
11
Morgan Stanley
New York
| – | -$41 | -1 | Closed |
|
EAOM Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q4 2024, worth a combined $1.58M — up 95% from $810K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EAOM positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $274K. The largest seller was Private Capital Management (Colorado), exiting entirely with an estimated $50.8K sold.
- 9 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $1.58M of iShares ESG Aware Moderate Allocation ETF stock for Q4 2024, up 95% quarter-over-quarter.
- 4 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q4 2024 was Citadel Advisors, an estimated $274K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q4 2024 was Private Capital Management (Colorado), an estimated $50.8K sold.
Based on aggregated 13F filings for Q4 2024.