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iShares ESG Aware Growth Allocation ETF
EAOR

12 hedge funds and large institutions have $3.08M invested in iShares ESG Aware Growth Allocation ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5.3% less ownership

Funds ownership: 21.37% → 16.08% (-5.3%)

24% less capital invested

Capital invested by funds: $4.04M → $3.08M (-$959K)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$477K
2
PCMC
Private Capital Management (Colorado)
Colorado
+$47.5K
3
S
Syntrinsic
Colorado
+$41.8K
4
CA
CoreCap Advisors
Michigan
+$10.7K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$748K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$392K
3
HI
Harbour Investments
Wisconsin
-$323K
4
RBA
Richard Bernstein Advisors
New York
-$216K
5
MWM
Mascoma Wealth Management
New Hampshire
-$1.32K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$1.73M +$477K +16,210 +40%
Citadel Advisors
2
Citadel Advisors
Florida
$599K -$748K -25,412 -56%
S
3
Syntrinsic
Colorado
$546K +$41.8K +1,419 +9%
RBA
4
Richard Bernstein Advisors
New York
$66K -$216K -7,335 -77%
PCMC
5
Private Capital Management (Colorado)
Colorado
$49K +$47.5K +1,612 New
PA
6
Parallel Advisors
California
$22.8K – – –
HI
7
Harbour Investments
Wisconsin
$22.1K -$323K -10,972 -94%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K – – –
CA
9
CoreCap Advisors
Michigan
$11K +$10.7K +363 New
GC
10
Gould Capital
Washington
$5.29K – – –
AF
11
Advisornet Financial
Minnesota
$2.19K – – –
MWM
12
Mascoma Wealth Management
New Hampshire
$699 -$1.32K -45 -66%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
– -$392K -13,478 Closed
Morgan Stanley
14
Morgan Stanley
New York
– -$72 -2 Closed

EAOR Hedge Fund Activity: Q1 2024 in Review

12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q1 2024, worth a combined $3.08M — down 24% from $4.04M a quarter earlier.

Fund positioning in EAOR was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 4 trimmed.

The largest buyer was Cardinal Point Capital Management, adding an estimated $477K. The largest seller was Citadel Advisors, cutting an estimated $748K.

  • 12 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $3.08M of iShares ESG Aware Growth Allocation ETF stock for Q1 2024, down 24% quarter-over-quarter.
  • 2 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware Growth Allocation ETF buyer in Q1 2024 was Cardinal Point Capital Management, an estimated $477K added.
  • The largest iShares ESG Aware Growth Allocation ETF seller in Q1 2024 was Citadel Advisors, an estimated $748K sold.

Based on aggregated 13F filings for Q1 2024.