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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
PG
251
Proffitt & Goodson
Tennessee
$5K +$644 +13 +13%
FSWA
252
Financial Synergies Wealth Advisors
Texas
$4.08K +$4.11K +83 New
PAI
253
Pittenger & Anderson Inc
Nebraska
$2K -$20.4K -413 -90%
BCM
254
Bourgeon Capital Management
Connecticut
$2K
BPC
255
Banque Pictet & Cie
Switzerland
$1.13K -$465K -9,400 -29%
CA
256
Crewe Advisors
Utah
$1K
FCA
257
FinTrust Capital Advisors
South Carolina
$1K
LFA
258
Level Financial Advisors
New York
$1K
GWSG
259
GPS Wealth Strategies Group
Colorado
$1K +$1.19K +24 New
5L
260
55I LLC
Massachusetts
-$4.47M -86,494 Closed
OMC
261
Old Mission Capital
Illinois
-$1.9M -36,777 Closed
FANJ
262
Financial Architects (New Jersey)
New Jersey
-$1.74M -33,777 Closed
FEG
263
Fund Evaluation Group
Ohio
-$1.26M -24,452 Closed
S
264
SignatureFD
Georgia
-$1.19M -22,969 Closed
BFG
265
Beacon Financial Group
Texas
-$923K -17,886 Closed
AWM
266
Aries Wealth Management
Maine
-$811K -15,703 Closed
CWM
267
Cornerstone Wealth Management
Missouri
-$414K -8,016 Closed
BAM
268
Brave Asset Management
New Jersey
-$267K -5,162 Closed
PFS
269
Prospera Financial Services
Texas
-$232K -4,492 Closed
HIF
270
Hill Island Financial
Michigan
-$206K -3,985 Closed
BAM
271
Belpointe Asset Management
Nevada
-$129K -2,500 Closed
SCA
272
Sandy Cove Advisors
Massachusetts
-$89K -1,726 Closed
T
273
TCWP
Ohio
-$54K -1,059 Closed
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
-$15.9K -308 Closed
AIM
275
Astor Investment Management
Illinois
-$1K -21 Closed

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.