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iShares ESG Aware Growth Allocation ETF

18 hedge funds and large institutions have $6.65M invested in iShares ESG Aware Growth Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

53% more capital invested

Capital invested by funds: $4.34M → $6.65M (+$2.31M)

20% more funds holding

Funds holding: 1518 (+3)

5.79% more ownership

Funds ownership: 17.74%23.53% (+5.8%)

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
1
Cardinal Point Capital Management
Ontario, Canada
$2.18M -$7.23K -205 -0.3%
Raymond James Financial
2
Raymond James Financial
Florida
$1.94M +$1.93M +54,831 New
BDFN
3
Bond & Devick Financial Network
Minnesota
$578K +$176K +4,984 +44%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$381K +$381K +10,788 New
LPAM
5
Lodestar Private Asset Management
California
$247K +$494 +14 +0.2%
SFA
6
Sequoia Financial Advisors
Ohio
$227K
Citadel Advisors
7
Citadel Advisors
Florida
$226K -$392K -11,116 -63%
WP
8
Westmount Partners
California
$213K +$7.37K +209 +4%
AF
9
Advisornet Financial
Minnesota
$206K +$1.41K +40 +0.7%
RBA
10
Richard Bernstein Advisors
New York
$149K -$600 -17 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$102K +$63.3K +1,795 +164%
IAS
12
IMA Advisory Services
Colorado
$66.7K +$1.98K +56 +3%
GFA
13
Godfrey Financial Associates
New York
$65.7K +$65.6K +1,859 New
BFP
14
Birchwood Financial Partners
Minnesota
$30K +$29.9K +848 New
PA
15
Parallel Advisors
California
$27.2K +$71 +2 +0.3%
MWM
16
Mascoma Wealth Management
New Hampshire
$10.4K +$5.26K +149 +102%
CA
17
CoreCap Advisors
Michigan
$3.67K
TCM
18
Triumph Capital Management
Colorado
$3.04K +$3.03K +86 New
UBS Group
19
UBS Group
Switzerland
-$9.56K -273 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$36 -1 Closed

EAOR Hedge Fund Activity: Q4 2025 in Review

18 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware Growth Allocation ETF (EAOR) for Q4 2025, worth a combined $6.65M — up 53% from $4.34M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EAOR positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $1.93M. The largest seller was Citadel Advisors, cutting an estimated $392K.

  • 18 institutional investors held iShares ESG Aware Growth Allocation ETF (EAOR) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $6.65M of iShares ESG Aware Growth Allocation ETF stock for Q4 2025, up 53% quarter-over-quarter.
  • 5 funds opened new iShares ESG Aware Growth Allocation ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest iShares ESG Aware Growth Allocation ETF buyer in Q4 2025 was Raymond James Financial, an estimated $1.93M added.
  • The largest iShares ESG Aware Growth Allocation ETF seller in Q4 2025 was Citadel Advisors, an estimated $392K sold.

Based on aggregated 13F filings for Q4 2025.