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iShares ESG Aware US Aggregate Bond ETF

231 hedge funds and large institutions have $1.63B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$162M)

2.47% more ownership

Funds ownership: 84.81%87.27% (+2.5%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
129
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
BerganKDV Wealth Management
Minnesota
$1K -$122K -2,294 -99%
CA
227
Crewe Advisors
Utah
$1K
FCA
228
FinTrust Capital Advisors
South Carolina
$1K
LFA
229
Level Financial Advisors
New York
$1K
AIM
230
Astor Investment Management
Illinois
$1K +$1.11K +21 New
PG
231
Prostatis Group
Maryland
-$3.19M -57,793 Closed
CAN
232
Cetera Advisor Networks
California
-$2.2M -39,887 Closed
CHP
233
Cable Hill Partners
Oregon
-$1.97M -35,688 Closed
P
234
Palladiem
Pennsylvania
-$1.18M -21,372 Closed
SFS
235
Sowell Financial Services
Arkansas
-$1.03M -18,664 Closed
EC
236
Estate Counselors
Wisconsin
-$845K -15,320 Closed
CRI
237
Colonial River Investments
Virginia
-$637K -11,541 Closed
SHWM
238
Silicon Hills Wealth Management
Texas
-$633K -11,474 Closed
HFA
239
High Falls Advisors
New York
-$625K -11,330 Closed
RFC
240
Regions Financial Corp
Alabama
-$579K -10,487 Closed
SB
241
Simmons Bank
Arkansas
-$557K -10,088 Closed
IAIM
242
Industrial Alliance Investment Management
Quebec, Canada
-$513K -9,300 Closed
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
-$437K -7,910 Closed
MMA
244
Miracle Mile Advisors
California
-$319K -5,774 Closed
UL
245
Unionview LLC
Washington
-$307K -5,554 Closed
MWM
246
Mission Wealth Management
California
-$303K -5,494 Closed
TDWM
247
Topel & Distasi Wealth Management
California
-$265K -4,801 Closed
WWG
248
West Wealth Group
California
-$242K -4,386 Closed
SPC
249
Sigma Planning Corp
Michigan
-$212K -3,833 Closed
FCIM
250
Fairview Capital Investment Management
California
-$202K -3,675 Closed

EAGG Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2022, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Fund positioning in EAGG was balanced in Q1 2022: 27 funds opened new positions, 27 closed out, 129 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $171M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $15M.

  • 231 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2022, down from 234 in Q4 2021.
  • Funds reported $1.63B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2022 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $171M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $15M sold.

Based on aggregated 13F filings for Q1 2022.