iShares ESG Aware Aggressive Allocation
EAOA • BATS
iShares ESG Aware Aggressive Allocation is an exchange-traded fund on BATS. As of Q3 2025, 22 institutional investors hold shares in this ETF, with total holdings valued at $5.8M. Cardinal Point Capital Management, ULC is the largest holder with a position valued at $1.4M.
Overview
Overview of institutional ownership in EAOA as of Q3 2025
All Institutions
- Institutions
- 22
- Value Held
- $5.8M
- Shares Held
- 141.4K
- Avg Position
- $261.9K
- Median Position
- $92.4K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.9M
- Shares Held
- 47.3K
- Avg Position
- $959.5K
- Median Position
- $959.5K
Biggest Investors
Institutions with the largest positions in EAOA as of Q3 2025
| Institution | Position Value |
|---|---|
C Cardinal Point Capital Management, ULC Hedge Fund•Value | $1.4M 0.09% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $849.7K 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $676.0K 0.00% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $566.1K 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $469.1K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $350.3K 0.00% of portfolio |
 SAX WEALTH ADVISORS, LLC RIA/Wealth | $317.9K 0.02% of portfolio |
 Bond & Devick Financial Network, Inc. RIA/Wealth | $264.8K 0.08% of portfolio |
 Westmount Partners, LLC Fund of Funds | $231.9K 0.06% of portfolio |
$203.9K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EAOA in Q3 2025
- Traded
- +$614.9K
- Buyers
- 11
- Sellers
- 5
- Total Bought
- +$666.3K
- Total Sold
- −$51.4K
- Avg Position
- $240.0K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Bond & Devick Financial Network, Inc. RIA/Wealth | +$264.8K +6.5K shares |
J JANE STREET GROUP, LLC Institution | +$190.2K +4.7K shares |
C Cardinal Point Capital Management, ULC Hedge Fund•Value | +$74.0K +1.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$72.9K +1.8K shares |
A Advisor Group Holdings, Inc. Institution | +$49.5K +1.2K shares |
 Mascoma Wealth Management LLC RIA/Wealth | +$5.3K +129.0 shares |
 Halbert, Hargrove/Russell LLC RIA/Wealth | +$4.3K +106.0 shares |
SAX WEALTH ADVISORS, LLC RIA/Wealth | +$4.3K +105.0 shares |
 CoreCap Advisors, LLC RIA/Wealth | +$734.0 +18.0 shares |
Westmount Partners, LLC Fund of Funds | +$245.6 +6.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$38.5K −998.0 shares |
 UBS Group AG Institution | −$11.3K −294.0 shares |
 BANK OF MONTREAL /CAN/ Institution | −$1.2K −29.0 shares |
C CGC Financial Services, LLC RIA/Wealth | −$326.2 −8.0 shares |
 MORGAN STANLEY RIA/Wealth | −$76.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EAOA in Q3 2025
- New Positions
- 2
- New Value
- $269.1K
- Exited Positions
- 2
- Exited Value
- $49.8K
New Positions
| Institution | Position Value |
|---|---|
Bond & Devick Financial Network, Inc. RIA/Wealth | $264.8K 6.5K shares |
Halbert, Hargrove/Russell LLC RIA/Wealth | $4.3K 106.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $38.5K 998.0 shares |
UBS Group AG Institution | $11.3K 294.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in EAOA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with EAOA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Cardinal Point Capital Management, ULC Hedge Fund•Value | 0.09% $1.4M |
Bond & Devick Financial Network, Inc. RIA/Wealth | 0.08% $264.8K |
Westmount Partners, LLC Fund of Funds | 0.06% $231.9K |
 Koesten, Hirschmann & Crabtree, INC. RIA/Wealth | 0.03% $69.8K |
G Gould Capital, LLC RIA/Wealth | 0.03% $48.0K |
SAX WEALTH ADVISORS, LLC RIA/Wealth | 0.02% $317.9K |
C CGC Financial Services, LLC RIA/Wealth | 0.01% $27.3K |
Mascoma Wealth Management LLC RIA/Wealth | 0.00% $13.4K |
B BRYN MAWR TRUST CO/PA Institution | 0.00% $99.7K |
CoreCap Advisors, LLC RIA/Wealth | 0.00% $55.0K |
Hedge Fund Spotlight
Discover hedge funds investing in EAOA
C
Cardinal Point Capital Management, ULC
Hedge Fund • Value
Portfolio ManagerMichelle Lynn Yarwood
- Portfolio Value
- $1.4B
- Positions
- 267
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares ESG Aware Aggressive Allocation
- Market Value
- $1.4M
- Shares Held
- 33.4K
- Portfolio Weight
- 0.09%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $186.2M | 12.94% | |
ETF ETF | $71.8M | 4.99% | |
Consumer Electronics Technology | $70.6M | 4.91% |
