iShares ESG Aware Growth Allocation ETF
EAOR
13 hedge funds and large institutions have $4.12M invested in iShares ESG Aware Growth Allocation ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
28% more capital invested
Capital invested by funds: $3.22M → $4.12M (+$895K)
2.45% more ownership
Funds ownership: 22.62% → 25.07% (+2.4%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
7% less funds holding
Funds holding: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$886K |
| 2 |
Jane Street
New York
|
+$748K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$467K |
| 4 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$6.87K |
| 5 |
CPWMP
Cardinal Point Wealth Management Partners
Irvine,
California
|
+$6.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$1.23M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$107K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$41K |
| 4 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$18K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6K |
EAOR Hedge Fund Activity: Q1 2023 in Review
13 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q1 2023, worth a combined $4.12M — up 28% from $3.22M a quarter earlier.
Fund positioning in EAOR was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $886K. The largest seller was Richard Bernstein Advisors, cutting an estimated $1.23M.
- 13 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q1 2023, down from 14 in Q4 2022.
- Funds reported $4.12M of iShares ESG Aware Growth Allocation ETF stock for Q1 2023, up 28% quarter-over-quarter.
- 3 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest iShares ESG Aware Growth Allocation ETF buyer in Q1 2023 was Citadel Advisors, an estimated $886K added.
- The largest iShares ESG Aware Growth Allocation ETF seller in Q1 2023 was Richard Bernstein Advisors, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2023.