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iShares ESG Aware Growth Allocation ETF

15 hedge funds and large institutions have $5.64M invested in iShares ESG Aware Growth Allocation ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

52% more capital invested

Capital invested by funds: $3.72M → $5.64M (+$1.92M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more ownership

Funds ownership: 17.7%25.7% (+8%)

0% more funds holding

Funds holding: 1515 (0)

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change

EAOR Hedge Fund Activity: Q4 2024 in Review

15 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q4 2024, worth a combined $5.64M — up 52% from $3.72M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EAOR positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $579K. The largest seller was Bank of Montreal, exiting entirely with an estimated $103K sold.

  • 15 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $5.64M of iShares ESG Aware Growth Allocation ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 4 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest iShares ESG Aware Growth Allocation ETF buyer in Q4 2024 was IMA Advisory Services, an estimated $579K added.
  • The largest iShares ESG Aware Growth Allocation ETF seller in Q4 2024 was Bank of Montreal, an estimated $103K sold.

Based on aggregated 13F filings for Q4 2024.