iShares ESG Aware Growth Allocation ETF
EAOR
11 hedge funds and large institutions have $2.68M invested in iShares ESG Aware Growth Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
76% more capital invested
Capital invested by funds: $1.53M → $2.68M (+$1.15M)
57% more funds holding
Funds holding: 7 → 11 (+4)
14.14% more ownership
Funds ownership: 16.04% → 30.18% (+14%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.48M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$211K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$126K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$40K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$612K |
| 2 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
-$12.6K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$9K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$7.43K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.47M | +$1.48M | +49,202 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $559K | +$211K | +7,000 | +60% |
|
|
CPWMP
3
Cardinal Point Wealth Management Partners
Irvine,
California
| $366K | -$12.6K | -420 | -3% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $107K | +$126K | +4,190 | New |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $96K | -$7.43K | -247 | -7% |
|
|
6
UBS Group
Zurich,
Switzerland
| $40K | +$40K | +1,331 | New |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $22K | +$22K | +730 | New |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $18.9K | – | – | – |
|
|
GC
9
Gould Capital
Tacoma,
Washington
| $5K | +$4.63K | +154 | New |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $1K | – | – | – |
|
|
APC
11
Aspire Private Capital
Cornelius,
North Carolina
| $1K | +$812 | +27 | New |
|
|
RCS
12
Retirement Capital Strategies
San Jose,
California
| – | -$612K | -19,285 | Closed |
|
|
CA
13
CoreCap Advisors
Southfield,
Michigan
| – | -$9K | -274 | Closed |
|
EAOR Hedge Fund Activity: Q1 2022 in Review
11 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q1 2022, worth a combined $2.68M — up 76% from $1.53M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EAOR positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.48M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $612K sold.
- 11 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q1 2022, up from 7 in Q4 2021.
- Funds reported $2.68M of iShares ESG Aware Growth Allocation ETF stock for Q1 2022, up 76% quarter-over-quarter.
- 6 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q1 2022 and 2 closed out, a net change of +4 holders.
- The largest iShares ESG Aware Growth Allocation ETF buyer in Q1 2022 was Jane Street, an estimated $1.48M added.
- The largest iShares ESG Aware Growth Allocation ETF seller in Q1 2022 was Retirement Capital Strategies, an estimated $612K sold.
Based on aggregated 13F filings for Q1 2022.