iShares ESG Aware Growth Allocation
EAOR • BATS
iShares ESG Aware Growth Allocation is an exchange-traded fund on BATS. As of Q3 2025, 16 institutional investors hold shares in this ETF, with total holdings valued at $4.3M. Cardinal Point Capital Management, ULC is the largest holder with a position valued at $2.2M.
Overview
Overview of institutional ownership in EAOR as of Q3 2025
All Institutions
- Institutions
- 16
- Value Held
- $4.3M
- Shares Held
- 124.3K
- Avg Position
- $271.4K
- Median Position
- $106.9K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.8M
- Shares Held
- 79.4K
- Avg Position
- $1.4M
- Median Position
- $1.4M
Biggest Investors
Institutions with the largest positions in EAOR as of Q3 2025
| Institution | Position Value |
|---|---|
C Cardinal Point Capital Management, ULC Hedge Fund•Value | $2.2M 0.15% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $613.4K 0.00% of portfolio |
 Bond & Devick Financial Network, Inc. RIA/Wealth | $398.5K 0.12% of portfolio |
 LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $244.2K 0.03% of portfolio |
 Sequoia Financial Advisors, LLC RIA/Wealth | $224.5K 0.00% of portfolio |
 Westmount Partners, LLC Fund of Funds | $204.1K 0.05% of portfolio |
A AdvisorNet Financial, Inc Institution | $202.2K 0.01% of portfolio |
 Richard Bernstein Advisors LLC Long Only Manager | $149.7K 0.00% of portfolio |
 TrueNorth, Inc. RIA/Wealth | $64.1K 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $38.1K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for EAOR in Q3 2025
- Traded
- +$1.3M
- Buyers
- 12
- Sellers
- 2
- Total Bought
- +$1.9M
- Total Sold
- −$598.0K
- Avg Position
- $271.4K
Biggest Buyers
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$613.4K +17.5K shares |
Bond & Devick Financial Network, Inc. RIA/Wealth | +$398.5K +11.4K shares |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | +$244.2K +7.0K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | +$224.5K +6.4K shares |
Westmount Partners, LLC Fund of Funds | +$204.1K +5.8K shares |
C Cardinal Point Capital Management, ULC Hedge Fund•Value | +$183.3K +5.3K shares |
 UBS Group AG Institution | +$9.6K +273.0 shares |
A AdvisorNet Financial, Inc Institution | +$7.7K +220.0 shares |
A Advisor Group Holdings, Inc. Institution | +$5.7K +164.0 shares |
 Triumph Capital Management RIA/Wealth | +$3.0K +86.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
TrueNorth, Inc. RIA/Wealth | −$586.9K −16.8K shares |
Richard Bernstein Advisors LLC Long Only Manager | −$11.1K −312.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited EAOR in Q3 2025
- New Positions
- 5
- New Value
- $1.1M
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
Bond & Devick Financial Network, Inc. RIA/Wealth | $398.5K 11.4K shares |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $244.2K 7.0K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | $224.5K 6.4K shares |
Westmount Partners, LLC Fund of Funds | $204.1K 5.8K shares |
Triumph Capital Management RIA/Wealth | $3.0K 86.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in EAOR 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 EAOR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C Cardinal Point Capital Management, ULC Hedge Fund•Value | 0.15% $2.2M |
Bond & Devick Financial Network, Inc. RIA/Wealth | 0.12% $398.5K |
Westmount Partners, LLC Fund of Funds | 0.05% $204.1K |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | 0.03% $244.2K |
A AdvisorNet Financial, Inc Institution | 0.01% $202.2K |
TrueNorth, Inc. RIA/Wealth | 0.01% $64.1K |
Richard Bernstein Advisors LLC Long Only Manager | 0.00% $149.7K |
Sequoia Financial Advisors, LLC RIA/Wealth | 0.00% $224.5K |
 Mascoma Wealth Management LLC RIA/Wealth | 0.00% $5.1K |
Triumph Capital Management RIA/Wealth | 0.00% $3.0K |
Hedge Fund Spotlight
Discover hedge funds investing in EAOR
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 Growth Allocation
- Market Value
- $2.2M
- Shares Held
- 61.9K
- Portfolio Weight
- 0.15%
- 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% |
