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iShares ESG Aware US Aggregate Bond ETF

260 hedge funds and large institutions have $1.68B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 78

13% more funds holding

Funds holding: 231260 (+29)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$47.2M)

0.47% more ownership

Funds ownership: 87.27%87.74% (+0.47%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
103
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Sugarloaf Wealth Management
Georgia
$85K
MA
227
MUFG Americas
New York
$70K
4FG
228
4Thought Financial Group
New York
$62K +$1.34K +27 +2%
C
229
Covestor
United Kingdom
$58K -$2.08K -42 -3%
HFS
230
HBC Financial Services
Washington
$54K +$55.2K +1,115 New
ME
231
McIlrath & Eck
Washington
$51K +$51.8K +1,047 New
CA
232
CoreCap Advisors
Michigan
$49K +$49.5K +1,000 New
DC
233
Darrow Company
Massachusetts
$48K +$49K +989 New
GC
234
Gould Capital
Washington
$43K +$149 +3 +0.3%
YAL
235
Your Advocates Ltd
Texas
$40K +$2.03K +41 +5%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$37K +$149 +3 +0.4%
BWL
237
Bogart Wealth LLC
Virginia
$34K
CAL
238
Capital Analysts LLC
Pennsylvania
$25K
RA
239
Rise Advisors
New York
$22K +$99 +2 +0.4%
FF
240
FourThought Financial
Florida
$21K -$495 -10 -2%
Citigroup
241
Citigroup
New York
$17K -$94.1K -1,900 -84%
US Bancorp
242
US Bancorp
Minnesota
$17K -$25K -505 -60%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$14K +$14K +283 New
GIA
244
Goodwin Investment Advisory
Georgia
$13.9K -$166K -3,347 -92%
MAM
245
Meeder Asset Management
Ohio
$12K +$12.6K +255 New
GM
246
GeoWealth Management
Illinois
$11K
LS
247
Leelyn Smith
Illinois
$9K +$9.61K +194 New
MRCM
248
M&R Capital Management
New Jersey
$7K +$7.33K +148 New
CCM
249
Covington Capital Management
California
$6K
PP
250
Pacifica Partners
Canada
$6K

EAGG Hedge Fund Activity: Q2 2022 in Review

260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2022, worth a combined $1.68B — up 2.9% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EAGG positions and 18 closed out — a net gain of 30 holders — while 103 added to existing stakes and 78 trimmed.

The largest buyer was Jane Street, adding an estimated $26M. The largest seller was BlackRock, cutting an estimated $17M.

  • 260 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2022, up from 231 in Q1 2022.
  • Funds reported $1.68B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2022, up 2.9% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2022 and 18 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $26M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2022 was BlackRock, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2022.