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iShares ESG Aware US Aggregate Bond ETF

283 hedge funds and large institutions have $1.91B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

48% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 83

10% more capital invested

Capital invested by funds: $1.74B → $1.91B (+$169M)

7% more funds holding

Funds holding: 264283 (+19)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.06% less ownership

Funds ownership: 87.17%85.11% (-2.1%)

Holders
283
Holders Change
+19
Holders Change %
+7.2%
% 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
49
Increased
123
Reduced
83
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
World Investment Advisors
California
$209K +$2.52K +54 +1%
ATWA
227
Arbor Trust Wealth Advisors
Michigan
$203K
LNC
228
Lincoln National Corp
Pennsylvania
$201K -$20.3K -436 -9%
BTI
229
Blue Trust Inc
Georgia
$197K
HWM
230
Horizons Wealth Management
North Carolina
$173K -$38.8K -832 -18%
PTC
231
Private Trust Company
Ohio
$145K -$22K -473 -13%
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
$134K -$8.11K -174 -6%
NA
233
NewEdge Advisors
Louisiana
$126K +$126K +2,702 New
ME
234
McIlrath & Eck
Washington
$123K +$20.7K +444 +20%
VNA
235
Valley National Advisers
Pennsylvania
$118K +$77.8K +1,670 +207%
MAWA
236
Moss Adams Wealth Advisors
Washington
$117K +$117K +2,511 New
William Blair & Company
237
William Blair & Company
Illinois
$103K -$5.36K -115 -5%
SMFG
238
Sumitomo Mitsui Financial Group
Japan
$103K
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$96K +$46.9K +1,006 +93%
LAM
240
Lakewood Asset Management
Illinois
$95K +$94.6K +2,030 New
GRP
241
Global Retirement Partners
California
$89.8K +$2.24K +48 +3%
BAM
242
Belpointe Asset Management
Nevada
$77.3K +$77K +1,653 New
PIMG
243
Patriot Investment Management Group
Tennessee
$69.3K +$67K +1,437 New
FCA
244
Fortis Capital Advisors
Kansas
$60.1K +$59.9K +1,285 New
4FG
245
4Thought Financial Group
New York
$59K +$186 +4 +0.3%
S
246
SignatureFD
Georgia
$57.1K
AAG
247
Armstrong Advisory Group
Massachusetts
$52.6K +$52.5K +1,126 New
HFS
248
HBC Financial Services
Washington
$52K
C
249
Covestor
United Kingdom
$50K +$373 +8 +0.7%
HS
250
Horan Securities
United States
$48.1K +$40.7K +873 +556%

EAGG Hedge Fund Activity: Q4 2022 in Review

283 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2022, worth a combined $1.91B — up 9.7% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new EAGG positions and 24 closed out — a net gain of 25 holders — while 123 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $39M. The largest seller was Pictet Asset Management (Switzerland), exiting entirely with an estimated $25.1M sold.

  • 283 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2022, up from 264 in Q3 2022.
  • Funds reported $1.91B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2022, up 9.7% quarter-over-quarter.
  • 49 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2022 and 24 closed out, a net change of +25 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2022 was Bank of America, an estimated $39M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2022 was Pictet Asset Management (Switzerland), an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2022.