iShares ESG Aware Moderate Allocation ETF
EAOM
5 hedge funds and large institutions have $426K invested in iShares ESG Aware Moderate Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
16.32% less ownership
Funds ownership: 23.02% → 6.7% (-16%)
44% less funds holding
Funds holding: 9 → 5 (-4)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
73% less capital invested
Capital invested by funds: $1.58M → $426K (-$1.15M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$55.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$569K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$269K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$203K |
| 4 |
Jane Street
New York
|
-$109K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$55.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $239K | -$109K | -3,924 | -31% |
|
|
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $95.4K | -$55.5K | -2,000 | -37% |
|
|
CA
3
CoreCap Advisors
Southfield,
Michigan
| $68.9K | +$55.8K | +2,010 | +417% |
|
4
National Bank of Canada
Montreal,
Quebec, Canada
| $14.9K | – | – | – |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $7.63K | – | – | – |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| – | -$569K | -20,762 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$269K | -9,807 | Closed |
|
|
BCM
8
Brookstone Capital Management
Wheaton,
Illinois
| – | -$203K | -7,412 | Closed |
|
9
UBS Group
Zurich,
Switzerland
| – | -$6.91K | -252 | Closed |
|
EAOM Hedge Fund Activity: Q1 2025 in Review
5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Moderate Allocation ETF (EAOM) for Q1 2025, worth a combined $426K — down 73% from $1.58M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EAOM and 0 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was CoreCap Advisors, adding an estimated $55.8K. The largest seller was Raymond James Financial, exiting entirely with an estimated $569K sold.
- 5 institutional investors held iShares ESG Aware Moderate Allocation ETF (EAOM) as of Q1 2025, down from 9 in Q4 2024.
- Funds reported $426K of iShares ESG Aware Moderate Allocation ETF stock for Q1 2025, down 73% quarter-over-quarter.
- 0 funds opened new iShares ESG Aware Moderate Allocation ETF positions in Q1 2025 and 4 closed out, a net change of -4 holders.
- The largest iShares ESG Aware Moderate Allocation ETF buyer in Q1 2025 was CoreCap Advisors, an estimated $55.8K added.
- The largest iShares ESG Aware Moderate Allocation ETF seller in Q1 2025 was Raymond James Financial, an estimated $569K sold.
Based on aggregated 13F filings for Q1 2025.