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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
ZF
276
Zhang Financial
Michigan
– -$258K -5,278 Closed
D
277
Dentgroup
Louisiana
– -$248K -5,077 Closed
FPAS
278
Focus Partners Advisor Solutions
Missouri
– -$244K -4,975 Closed
CA
279
CGN Advisors
Kansas
– -$240K -4,910 Closed
BIA
280
Bigelow Investment Advisors
Maine
– -$237K -4,839 Closed
UCFA
281
United Capital Financial Advisors
Texas
– -$214K -4,369 Closed
RIM
282
Rockbridge Investment Management
New York
– -$132K -2,693 Closed
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
– -$106K -2,171 Closed
SWM
284
Sugarloaf Wealth Management
Georgia
– -$85K -1,746 Closed
CA
285
CoreCap Advisors
Michigan
– -$49K -1,000 Closed
DC
286
Darrow Company
Massachusetts
– -$48K -989 Closed
MAM
287
Meeder Asset Management
Ohio
– -$12K -255 Closed
MRCM
288
M&R Capital Management
New Jersey
– -$7.02K -144 -97%
BCM
289
Bourgeon Capital Management
Connecticut
– -$2K -36 Closed
FCA
290
FinTrust Capital Advisors
South Carolina
– -$1K -20 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.