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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
EWM
251
Endurance Wealth Management
Rhode Island
$48K -$10.2K -218 -17%
CA
252
CoreCap Advisors
Michigan
$46.7K +$46.6K +1,000 New
GC
253
Gould Capital
Washington
$42.3K +$1.35K +29 +3%
GIA
254
Goodwin Investment Advisory
Georgia
$37.8K -$45.8K -983 -55%
CAS
255
Coppell Advisory Solutions
Texas
$35K +$34.9K +749 New
CASC
256
Coppell Advisory Solutions Corp
Texas
$35K +$34.9K +749 New
YAL
257
Your Advocates Ltd
Texas
$34.5K -$3.45K -74 -9%
BWL
258
Bogart Wealth LLC
Virginia
$32.9K
AF
259
Affiance Financial
Minnesota
$32.3K +$32.2K +692 New
Citigroup
260
Citigroup
New York
$28K +$11.7K +250 +71%
CAL
261
Capital Analysts LLC
Pennsylvania
$24K
IGWM
262
ICA Group Wealth Management
Colorado
$23.7K +$23.7K +508 New
RA
263
Rise Advisors
New York
$21.2K +$186 +4 +0.9%
CA
264
Crewe Advisors
Utah
$19.6K
VCM
265
Vigilant Capital Management
Maine
$15K +$15.4K +330 New
LOIP
266
Live Oak Investment Partners
Texas
$14.5K
CS
267
Comerica Securities
Michigan
$12.9K +$12.9K +276 New
LS
268
Leelyn Smith
Illinois
$9.07K
SPIA
269
Steward Partners Investment Advisory
New York
$9.06K +$47 +1 +0.5%
DIP
270
DT Investment Partners
Pennsylvania
$7.01K -$2.8K -60 -29%
PG
271
Proffitt & Goodson
Tennessee
$6.73K +$979 +21 +17%
FFA
272
Farther Finance Advisors
California
$6.64K +$6.62K +142 New
PP
273
Pacifica Partners
Canada
$5.82K
FSWA
274
Financial Synergies Wealth Advisors
Texas
$5.04K +$606 +13 +14%
PWM
275
Provident Wealth Management
Tennessee
$4.81K +$4.8K +103 New

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.