iShares ESG Aware Growth Allocation ETF
EAOR
7 hedge funds and large institutions have $1.53M invested in iShares ESG Aware Growth Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
89% more capital invested
Capital invested by funds: $809K → $1.53M (+$719K)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
40% more funds holding
Funds holding: 5 → 7 (+2)
5.54% more ownership
Funds ownership: 10.51% → 16.04% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$608K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$371K |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$15.4K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$946 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$462K |
| 2 |
Jane Street
New York
|
-$235K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCS
1
Retirement Capital Strategies
San Jose,
California
| $612K | +$608K | +19,285 | New |
|
|
CPWMP
2
Cardinal Point Wealth Management Partners
Irvine,
California
| $403K | +$400K | +12,690 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $373K | +$371K | +11,759 | New |
|
|
MWM
4
Mascoma Wealth Management
Hanover,
New Hampshire
| $110K | +$15.4K | +488 | +16% |
|
|
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $20K | – | – | – |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $9K | +$8.64K | +274 | New |
|
|
AF
7
Advisornet Financial
Minnetonka,
Minnesota
| $1K | +$946 | +30 | New |
|
|
8
BlackRock
New York
| – | -$462K | -15,000 | Closed |
|
|
9
Jane Street
New York
| – | -$235K | -7,635 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$1K | -28 | Closed |
|
EAOR Hedge Fund Activity: Q4 2021 in Review
7 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q4 2021, worth a combined $1.53M — up 89% from $809K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EAOR positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $608K. The largest seller was BlackRock, exiting entirely with an estimated $462K sold.
- 7 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q4 2021, up from 5 in Q3 2021.
- Funds reported $1.53M of iShares ESG Aware Growth Allocation ETF stock for Q4 2021, up 89% quarter-over-quarter.
- 5 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q4 2021 and 3 closed out, a net change of +2 holders.
- The largest iShares ESG Aware Growth Allocation ETF buyer in Q4 2021 was Retirement Capital Strategies, an estimated $608K added.
- The largest iShares ESG Aware Growth Allocation ETF seller in Q4 2021 was BlackRock, an estimated $462K sold.
Based on aggregated 13F filings for Q4 2021.