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iShares ESG Aware US Aggregate Bond ETF

264 hedge funds and large institutions have $1.74B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 132 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 260264 (+4)

4% more capital invested

Capital invested by funds: $1.68B → $1.74B (+$60.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.57% less ownership

Funds ownership: 87.74%87.17% (-0.57%)

Holders
264
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
132
Reduced
65
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endurance Wealth Management
Rhode Island
$58K -$26.3K -540 -30%
4FG
227
4Thought Financial Group
New York
$58K -$585 -12 -0.9%
S
228
SignatureFD
Georgia
$57K +$59.5K +1,222 New
HFS
229
HBC Financial Services
Washington
$51K
C
230
Covestor
United Kingdom
$50K -$6.09K -125 -10%
Rockefeller Capital Management
231
Rockefeller Capital Management
New York
$50K +$15.7K +322 +43%
US Bancorp
232
US Bancorp
Minnesota
$48K +$33.9K +695 +204%
FA
233
Flagstar Advisors
New York
$47.3K +$49.5K +1,017 New
PMFA
234
Plante Moran Financial Advisors
Michigan
$45K +$46.9K +962 New
GC
235
Gould Capital
Washington
$41K
YAL
236
Your Advocates Ltd
Texas
$38K
VNA
237
Valley National Advisers
Pennsylvania
$37K +$39.2K +805 New
BWL
238
Bogart Wealth LLC
Virginia
$33K +$828 +17 +2%
OPW
239
Oxler Private Wealth
New York
$24.9K +$12.7K +260 New
CAL
240
Capital Analysts LLC
Pennsylvania
$24K
ACA
241
Aptus Capital Advisors
Alabama
$24K +$24.8K +510 New
RA
242
Rise Advisors
New York
$21K +$97 +2 +0.4%
CA
243
Crewe Advisors
Utah
$20K +$19.5K +401 +2,111%
Citigroup
244
Citigroup
New York
$16K
FF
245
FourThought Financial
Florida
$12K -$8.62K -177 -40%
DIP
246
DT Investment Partners
Pennsylvania
$10K +$10.2K +210 New
GM
247
GeoWealth Management
Illinois
$9K -$146 -3 -1%
HNB
248
Huntington National Bank
Ohio
$9K
LS
249
Leelyn Smith
Illinois
$9K
SPIA
250
Steward Partners Investment Advisory
New York
$9K +$8.96K +184 +2,044%

EAGG Hedge Fund Activity: Q3 2022 in Review

264 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2022, worth a combined $1.74B — up 3.6% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EAGG positions and 24 closed out — a net gain of 5 holders — while 132 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $153M. The largest seller was Goldman Sachs, cutting an estimated $76.1M.

  • 264 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2022, up from 260 in Q2 2022.
  • Funds reported $1.74B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2022, up 3.6% quarter-over-quarter.
  • 29 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2022 and 24 closed out, a net change of +5 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2022 was Bank of America, an estimated $153M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2022 was Goldman Sachs, an estimated $76.1M sold.

Based on aggregated 13F filings for Q3 2022.