Who Owns iShares ESG Aware 40/60 Moderate Allocation ETF (EAOM)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$222.7B
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
EAOM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CoreCap Advisors, LLC | New Position | +2K | +$69K |
| Mascoma Wealth Management LLC | New Position | +276 | +$8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +9K | +$0 |
| MORGAN STANLEY | New Position | +1 | +$0 |
| Tradition Wealth Management, LLC | Increased | +114 | +$-218.5M |
EAOM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -17K | -$501.5M |
| UBS Group AG | Closed Position | -163 | -$4.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 7,419 | $222K | 0.02% | Share |
| 2 | CoreCap Advisors, LLC | 2,317 | $69K | 0.00% | Share |
| 3 | Mascoma Wealth Management LLC | 276 | $8K | 0.00% | Share |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,743 | $0 | 0.00% | Share |
| 5 | NATIONAL BANK OF CANADA /FI/ | 539 | $0 | 0.00% | Share |
| 6 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
EAOM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $299K | +2 |
| Q3 2025 | 4 | $741.3M | -5 |
| Q2 2025 | 9 | $1.7B | +4 |
| Q1 2025 | 5 | $425.5M | -5 |
| Q4 2024 | 10 | $204.5B | +2 |
| Q3 2024 | 8 | $595.8B | -1 |
| Q2 2024 | 9 | $872.0B | +2 |
| Q1 2024 | 7 | $954.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold EAOM (iShares ESG Aware 40/60 Moderate Allocation ETF). The largest holder is Tradition Wealth Management, LLC with $222K in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own EAOM?
As of Q4 2025, 6 institutional investors report holding EAOM (iShares ESG Aware 40/60 Moderate Allocation ETF) in their 13F filings.
Who is the largest institutional holder of EAOM?
The largest institutional holder of EAOM is Tradition Wealth Management, LLC with $222K in shares.
Is institutional ownership of EAOM increasing or decreasing?
This quarter, 4 institutions opened new positions in EAOM and 2 closed their positions.