iShares ESG Aware US Aggregate Bond ETF
EAGG
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.
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: 234 → 231 (-3)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$171M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$46.7M |
| 3 |
JP Morgan Chase
New York
|
+$24.4M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$5.67M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$15M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.44M |
| 3 |
KL
KilterHowling LLC
Boulder,
Colorado
|
-$4.95M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
-$3.19M |
| 5 |
Jane Street
New York
|
-$3.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
251
Wells Financial Advisors
Framingham,
Massachusetts
| – | -$84K | -1,518 | Closed |
|
252
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$81K | -1,471 | Closed |
|
|
CA
253
CoreCap Advisors
Southfield,
Michigan
| – | -$55K | -1,000 | Closed |
|
|
EFSCE
254
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$22K | -401 | Closed |
|
|
CIAS
255
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$20K | -357 | Closed |
|
|
FFG
256
Ford Financial Group
Fresno,
California
| – | -$1 | -23 | 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.