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iShares ESG Aware Growth Allocation ETF
EAOR

Overview Fund Activity

14 hedge funds and large institutions have $3.22M invested in iShares ESG Aware Growth Allocation ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
+$1.21M
2
HI
Harbour Investments
Wisconsin
+$343K
3
CPWMP
Cardinal Point Wealth Management Partners
California
+$324K
4
CA
CoreCap Advisors
Michigan
+$7.96K
5
APC
Aspire Private Capital
North Carolina
+$960

Top Sellers

1
AL
Aspiriant LLC
California
-$2.41M
2
Citadel Advisors
Citadel Advisors
Florida
-$412K
3
Jane Street
Jane Street
New York
-$293K
4
MWM
Mascoma Wealth Management
New Hampshire
-$777
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
1
Richard Bernstein Advisors
New York
$1.21M +$1.21M +46,820 New
CPWMP
2
Cardinal Point Wealth Management Partners
California
$707K +$324K +12,485 +84%
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$707K +$707K +27,290 New
HI
4
Harbour Investments
Wisconsin
$343K +$343K +13,221 New
IA
5
IFP Advisors
Florida
$107K – – –
MWM
6
Mascoma Wealth Management
New Hampshire
$85.3K -$777 -30 -0.9%
PA
7
Parallel Advisors
California
$19.3K +$207 +8 +1%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K – – –
CA
9
CoreCap Advisors
Michigan
$7.96K +$7.96K +307 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6K +$75 +3 +1%
GC
11
Gould Capital
Washington
$3.99K – – –
APC
12
Aspire Private Capital
North Carolina
$3.43K +$960 +37 +39%
AF
13
Advisornet Financial
Minnesota
$1.87K +$181 +7 +11%
UBS Group
14
UBS Group
Switzerland
$311 +$311 +12 New
AL
15
Aspiriant LLC
California
– -$2.41M -97,735 Closed
Citadel Advisors
16
Citadel Advisors
Florida
– -$412K -16,709 Closed
Jane Street
17
Jane Street
New York
– -$293K -11,888 Closed