Who Owns iShares ESG Aware 80/20 Aggressive Allocation ETF (EAOA)?Hedge Fund & Institutional Holders

$40.87-0.15 (-0.37%)Financial ServicesBATS

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$1.3853222992375546e+28T

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$32.02$34.79$37.55$40.32$43.08Sep 24Jun 25Mar 26

EAOA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Cardinal Point Capital Management ULCNew Position+33K+$1.4M
SAX WEALTH ADVISORS, LLCNew Position+8K+$322K
Bond & Devick Financial Network, Inc.New Position+7K+$299K
CoreCap Advisors, LLCNew Position+1K+$55K
Birchwood Financial Partners, Inc.New Position+1K+$43K
CGC Financial Services, LLCNew Position+483+$19K
Mascoma Wealth Management LLCNew Position+329+$13K
HALBERT HARGROVE GLOBAL ADVISORS, LLCNew Position+107+$4K
JNBA Financial AdvisorsNew Position+56+$2K
UBS Group AGNew Position+12+$0
Lodestone Wealth Management LLCNew Position+1+$0
RAYMOND JAMES FINANCIAL INCNew Position+13K+$0
Parallel Advisors, LLCIncreased+602+$-85.1M
Westmount Partners, LLCIncreased+70+$-231.7M
OSAIC HOLDINGS, INC.Increased+538+$-350.3M

EAOA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$849.7M
JANE STREET GROUP, LLCDecreased-5K-$676.0M
CITADEL ADVISORS LLCDecreased-5K-$566.1M
BANK OF MONTREAL /CAN/Decreased-775-$63.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Cardinal Point Capital Management ULC33,485$1.4M0.09%Share
2SAX WEALTH ADVISORS, LLC7,795$322K0.02%Share
3Bond & Devick Financial Network, Inc.7,248$299K0.08%Share
4Westmount Partners, LLC5,735$237K0.06%Share
5CoreCap Advisors, LLC1,348$55K0.00%Share
6Gould Capital, LLC1,177$48K0.03%Share
7Birchwood Financial Partners, Inc.1,049$43K0.04%Share
8CGC Financial Services, LLC483$19K0.01%Share
9Mascoma Wealth Management LLC329$13K0.00%Share
10AdvisorNet Financial, Inc239$9K0.00%Share
11HALBERT HARGROVE GLOBAL ADVISORS, LLC107$4K0.00%Share
12JNBA Financial Advisors56$2K0.00%Share
13OSAIC HOLDINGS, INC.191$00.00%Share
14Lodestone Wealth Management LLC1$00.00%Share
15RAYMOND JAMES FINANCIAL INC13,491$00.00%Share
16OSAIC HOLDINGS, INC.8,943$00.00%Share
17UBS Group AG12$00.00%Share
18JANE STREET GROUP, LLC11,905$00.00%Share
19Steward Partners Investment Advisory, LLC5,000$00.00%Share
20CITADEL ADVISORS LLC8,862$00.00%Share
21BANK OF MONTREAL /CAN/783$00.00%Share
22Parallel Advisors, LLC2,690$00.00%Share
23MORGAN STANLEY1$00.00%Share
24JPMORGAN CHASE & CO11,605$00.00%Share

EAOA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$2.4M+11
Q3 202512$3.6B-9
Q2 202521$4.6B+4
Q1 202517$2.6B+1
Q4 202416$1.5T+0
Q3 202416$2.1T+0
Q2 202416$3.0T+2
Q1 202414$2.4T—

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As of Q4 2025, 24 institutional investors hold EAOA (iShares ESG Aware 80/20 Aggressive Allocation ETF). The largest holder is Cardinal Point Capital Management ULC with $1.4M in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own EAOA?

As of Q4 2025, 24 institutional investors report holding EAOA (iShares ESG Aware 80/20 Aggressive Allocation ETF) in their 13F filings.

Who is the largest institutional holder of EAOA?

The largest institutional holder of EAOA is Cardinal Point Capital Management ULC with $1.4M in shares.

Is institutional ownership of EAOA increasing or decreasing?

This quarter, 12 institutions opened new positions in EAOA and 1 closed their positions.