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iShares ESG Aware US Aggregate Bond ETF
EAGG

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: 260 → 264 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$153M
2
JP Morgan Chase
JP Morgan Chase
New York
+$35.6M
3
BlackRock
BlackRock
New York
+$19.5M
4
Ameriprise
Ameriprise
Minnesota
+$15.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.56M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$76.1M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$20M
3
Jane Street
Jane Street
New York
-$12.6M
4
OWA
One Wealth Advisors
California
-$4.68M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
251
Householder Group Estate & Retirement Specialist
Arizona
$9K +$10.5K +215 New
APC
252
Aspire Private Capital
North Carolina
$8K +$8.33K +171 New
HS
253
Horan Securities
United States
$7K +$7.55K +155 +7,750%
CCM
254
Covington Capital Management
California
$6K – – –
PP
255
Pacifica Partners
Canada
$6K – – –
PG
256
Proffitt & Goodson
Tennessee
$6K +$633 +13 +12%
EC
257
Estate Counselors
Wisconsin
$6K +$579K +11,880 New
FSWA
258
Financial Synergies Wealth Advisors
Texas
$4.41K +$585 +12 +14%
OLVIG
259
Oliver Lagore Vanvalin Investment Group
Michigan
$3K +$2.68K +55 New
PAI
260
Pittenger & Anderson Inc
Nebraska
$2K – – –
GWSG
261
GPS Wealth Strategies Group
Colorado
$1K – – –
LFA
262
Level Financial Advisors
New York
$1K – – –
CFD
263
Creative Financial Designs
Indiana
$1K +$1.02K +21 New
CIAS
264
CFS Investment Advisory Services
New Jersey
$1K +$2.45M +50,378 +950%
ACM
265
Absolute Capital Management
Pennsylvania
$885 +$926 +19 New
BWP
266
BSW Wealth Partners
Colorado
– -$2.7M -55,143 Closed
RCS
267
Retirement Capital Strategies
California
– -$1.85M -37,713 Closed
Citadel Advisors
268
Citadel Advisors
Florida
– -$1.73M -35,289 Closed
BPC
269
Banque Pictet & Cie
Switzerland
– -$1.13K -23,000 Closed
ASFA
270
All Season Financial Advisors
Colorado
– -$657K -13,415 Closed
WWM
271
Western Wealth Management
Colorado
– -$583K -11,926 Closed
TFCP
272
Twin Focus Capital Partners
Massachusetts
– -$513K -10,490 Closed
CPC
273
Consolidated Planning Corp
Georgia
– -$452K -9,242 Closed
WA
274
Wealth Alliance
New York
– -$422K -8,617 Closed
APA
275
Astoria Portfolio Advisors
New York
– -$272K -5,554 Closed
8 9 10
11
12

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.