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iShares ESG Aware Growth Allocation ETF
EAOR

15 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 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 10 → 15 (+5)

38% more capital invested

Capital invested by funds: $3.14M → $4.34M (+$1.2M)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

3.81% more ownership

Funds ownership: 13.93% → 17.74% (+3.8%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$595K
2
BDFN
Bond & Devick Financial Network
Minnesota
+$386K
3
LPAM
Lodestar Private Asset Management
California
+$237K
4
SFA
Sequoia Financial Advisors
Ohio
+$218K
5
WP
Westmount Partners
California
+$197K

Top Sellers

1
IAS
IMA Advisory Services
Colorado
-$569K
2
Morgan Stanley
Morgan Stanley
New York
-$12.3K
3
RBA
Richard Bernstein Advisors
New York
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$2.16M +$179K +5,260 +9%
Citadel Advisors
2
Citadel Advisors
Florida
$613K +$595K +17,523 New
BDFN
3
Bond & Devick Financial Network
Minnesota
$399K +$386K +11,385 New
LPAM
4
Lodestar Private Asset Management
California
$244K +$237K +6,977 New
SFA
5
Sequoia Financial Advisors
Ohio
$225K +$218K +6,414 New
WP
6
Westmount Partners
California
$204K +$197K +5,808 New
AF
7
Advisornet Financial
Minnesota
$202K +$7.47K +220 +4%
RBA
8
Richard Bernstein Advisors
New York
$150K -$10.6K -312 -7%
IAS
9
IMA Advisory Services
Colorado
$64.1K -$569K -16,768 -90%
Osaic Holdings
10
Osaic Holdings
Arizona
$38.1K +$5.57K +164 +18%
PA
11
Parallel Advisors
California
$26.9K +$170 +5 +0.7%
UBS Group
12
UBS Group
Switzerland
$9.56K +$9.27K +273 New
MWM
13
Mascoma Wealth Management
New Hampshire
$5.1K – – –
CA
14
CoreCap Advisors
Michigan
$3.64K – – –
Morgan Stanley
15
Morgan Stanley
New York
$36 -$12.3K -361 -100%

EAOR Hedge Fund Activity: Q3 2025 in Review

15 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q3 2025, worth a combined $4.34M — up 38% from $3.14M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EAOR positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $595K. The largest seller was IMA Advisory Services, cutting an estimated $569K.

  • 15 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q3 2025, up from 10 in Q2 2025.
  • Funds reported $4.34M of iShares ESG Aware Growth Allocation ETF stock for Q3 2025, up 38% quarter-over-quarter.
  • 6 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q3 2025 and 0 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware Growth Allocation ETF buyer in Q3 2025 was Citadel Advisors, an estimated $595K added.
  • The largest iShares ESG Aware Growth Allocation ETF seller in Q3 2025 was IMA Advisory Services, an estimated $569K sold.

Based on aggregated 13F filings for Q3 2025.