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iShares ESG Aware Growth Allocation ETF
EAOR

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

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more funds holding

Funds holding: 12 → 14 (+2)

13% less capital invested

Capital invested by funds: $3.72M → $3.22M (-$494K)

27.57% less ownership

Funds ownership: 50.19% → 22.62% (-28%)

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

Rank Fund Capital Flow
1
RBA
Richard Bernstein Advisors
New York
+$1.21M
2
HI
Harbour Investments
Wisconsin
+$341K
3
CPWMP
Cardinal Point Wealth Management Partners
California
+$322K
4
CA
CoreCap Advisors
Michigan
+$7.91K
5
APC
Aspire Private Capital
North Carolina
+$953

Top Sellers

Rank Fund Capital Flow
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
-$773
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
1
Richard Bernstein Advisors
New York
$1.21M +$1.21M +46,820 New
CPWMP
2
Cardinal Point Wealth Management Partners
California
$707K +$322K +12,485 +84%
CPCM
3
Cardinal Point Capital Management
Ontario, Canada
$707K +$703K +27,290 New
HI
4
Harbour Investments
Wisconsin
$343K +$341K +13,221 New
IA
5
IFP Advisors
Florida
$107K – – –
MWM
6
Mascoma Wealth Management
New Hampshire
$85.3K -$773 -30 -0.9%
PA
7
Parallel Advisors
California
$19.3K +$206 +8 +1%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K – – –
CA
9
CoreCap Advisors
Michigan
$7.96K +$7.91K +307 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6K +$77 +3 +1%
GC
11
Gould Capital
Washington
$3.99K – – –
APC
12
Aspire Private Capital
North Carolina
$3.43K +$953 +37 +39%
AF
13
Advisornet Financial
Minnesota
$1.87K +$180 +7 +11%
UBS Group
14
UBS Group
Switzerland
$311 +$309 +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

EAOR Hedge Fund Activity: Q4 2022 in Review

14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q4 2022, worth a combined $3.22M — down 13% from $3.72M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EAOR positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Richard Bernstein Advisors, opening a new position worth an estimated $1.21M. The largest seller was Aspiriant LLC, exiting entirely with an estimated $2.41M sold.

  • 14 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q4 2022, up from 12 in Q3 2022.
  • Funds reported $3.22M of iShares ESG Aware Growth Allocation ETF stock for Q4 2022, down 13% quarter-over-quarter.
  • 5 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest iShares ESG Aware Growth Allocation ETF buyer in Q4 2022 was Richard Bernstein Advisors, an estimated $1.21M added.
  • The largest iShares ESG Aware Growth Allocation ETF seller in Q4 2022 was Aspiriant LLC, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2022.