iShares ESG Aware Growth Allocation ETF
EAOR
11 hedge funds and large institutions have $2.3M invested in iShares ESG Aware Growth Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.08% less ownership
Funds ownership: 30.18% → 29.1% (-1.1%)
14% less capital invested
Capital invested by funds: $2.68M → $2.3M (-$380K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$339K |
| 2 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
+$72K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$8K |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$1.02K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$969 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$474K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$40K |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$138 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $847K | -$474K | -17,112 | -35% |
|
|
2
Citadel Advisors
Miami,
Florida
| $819K | +$339K | +12,259 | +65% |
|
|
CPWMP
3
Cardinal Point Wealth Management Partners
Irvine,
California
| $392K | +$72K | +2,600 | +21% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $107K | – | – | – |
|
|
MWM
5
Mascoma Wealth Management
Hanover,
New Hampshire
| $85K | -$138 | -5 | -0.2% |
|
|
PA
6
Parallel Advisors
San Francisco,
California
| $19K | +$55 | +2 | +0.3% |
|
|
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $16.6K | – | – | – |
|
|
CA
8
CoreCap Advisors
Southfield,
Michigan
| $8K | +$8K | +289 | New |
|
|
GC
9
Gould Capital
Tacoma,
Washington
| $4K | – | – | – |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $2K | +$969 | +35 | +117% |
|
|
APC
11
Aspire Private Capital
Cornelius,
North Carolina
| $2K | +$1.02K | +37 | +137% |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$40K | -1,331 | Closed |
|
EAOR Hedge Fund Activity: Q2 2022 in Review
11 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q2 2022, worth a combined $2.3M — down 14% from $2.68M a quarter earlier.
Fund positioning in EAOR was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $339K. The largest seller was Jane Street, cutting an estimated $474K.
- 11 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $2.3M of iShares ESG Aware Growth Allocation ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 1 fund opened new iShares ESG Aware Growth Allocation ETF positions in Q2 2022 and 1 closed out, a net change of 0 holders.
- The largest iShares ESG Aware Growth Allocation ETF buyer in Q2 2022 was Citadel Advisors, an estimated $339K added.
- The largest iShares ESG Aware Growth Allocation ETF seller in Q2 2022 was Jane Street, an estimated $474K sold.
Based on aggregated 13F filings for Q2 2022.