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iShares ESG Aware Growth Allocation ETF
EAOR

16 hedge funds and large institutions have $4.34M invested in iShares ESG Aware Growth Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$613K
2
+$399K
3
+$244K
4
SFA
Sequoia Financial Advisors
Ohio
+$225K
5
WP
Westmount Partners
California
+$204K

Top Sellers

1
-$587K
2
-$13K
3
-$11.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$2.16M
Citadel Advisors
2
Citadel Advisors
Florida
$613K
BDFN
3
Bond & Devick Financial Network
Minnesota
$399K
LPAM
4
Lodestar Private Asset Management
California
$244K
SFA
5
Sequoia Financial Advisors
Ohio
$225K
WP
6
Westmount Partners
California
$204K
AF
7
Advisornet Financial
Minnesota
$202K
RBA
8
Richard Bernstein Advisors
New York
$150K
IAS
9
IMA Advisory Services
Colorado
$64.1K
Osaic Holdings
10
Osaic Holdings
Arizona
$38.1K
PA
11
Parallel Advisors
California
$26.9K
UBS Group
12
UBS Group
Switzerland
$9.56K
MWM
13
Mascoma Wealth Management
New Hampshire
$5.1K
CA
14
CoreCap Advisors
Michigan
$3.64K
TCM
15
Triumph Capital Management
Colorado
$3.01K
Morgan Stanley
16
Morgan Stanley
New York
$36