iShares ESG Aware Growth Allocation ETF
EAOR
12 hedge funds and large institutions have $3.72M invested in iShares ESG Aware Growth Allocation ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
61% more capital invested
Capital invested by funds: $2.3M → $3.72M (+$1.41M)
21.09% more ownership
Funds ownership: 29.1% → 50.19% (+21%)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$2.61M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.36K |
| 3 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$3.13K |
| 4 |
APC
Aspire Private Capital
Cornelius,
North Carolina
|
+$828 |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$107 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$540K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$382K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$8K |
| 4 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
-$1.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
1
Aspiriant LLC
Los Angeles,
California
| $2.41M | +$2.61M | +97,735 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $412K | -$382K | -14,309 | -46% |
|
|
CPWMP
3
Cardinal Point Wealth Management Partners
Irvine,
California
| $368K | -$1.74K | -65 | -0.4% |
|
|
4
Jane Street
New York
| $293K | -$540K | -20,202 | -63% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $107K | – | – | – |
|
|
MWM
6
Mascoma Wealth Management
Hanover,
New Hampshire
| $82K | +$3.13K | +117 | +4% |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $18K | +$107 | +4 | +0.5% |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $15.5K | – | – | – |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $6K | +$6.36K | +238 | New |
|
|
GC
10
Gould Capital
Tacoma,
Washington
| $4K | – | – | – |
|
|
AF
11
Advisornet Financial
Minnetonka,
Minnesota
| $2K | – | – | – |
|
|
APC
12
Aspire Private Capital
Cornelius,
North Carolina
| $2K | +$828 | +31 | +48% |
|
|
CA
13
CoreCap Advisors
Southfield,
Michigan
| – | -$8K | -289 | Closed |
|
EAOR Hedge Fund Activity: Q3 2022 in Review
12 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q3 2022, worth a combined $3.72M — up 61% from $2.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EAOR positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Aspiriant LLC, opening a new position worth an estimated $2.61M. The largest seller was Jane Street, cutting an estimated $540K.
- 12 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q3 2022, up from 11 in Q2 2022.
- Funds reported $3.72M of iShares ESG Aware Growth Allocation ETF stock for Q3 2022, up 61% quarter-over-quarter.
- 2 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest iShares ESG Aware Growth Allocation ETF buyer in Q3 2022 was Aspiriant LLC, an estimated $2.61M added.
- The largest iShares ESG Aware Growth Allocation ETF seller in Q3 2022 was Jane Street, an estimated $540K sold.
Based on aggregated 13F filings for Q3 2022.