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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
ACA
276
Aptus Capital Advisors
Alabama
$4.58K -$19.2K -412 -81%
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$4.58K +$4.57K +98 New
PAI
278
Pittenger & Anderson Inc
Nebraska
$2.06K
BC
279
Burleson & Co
California
$1.07K +$1.07K +23 New
LFA
280
Level Financial Advisors
New York
$1K
CFD
281
Creative Financial Designs
Indiana
$982
OLVIG
282
Oliver Lagore Vanvalin Investment Group
Michigan
$748 -$1.82K -39 -71%
TAM
283
Tucker Asset Management
Colorado
$704 +$699 +15 New
CWA
284
Clearview Wealth Advisors
Oregon
$187 +$186 +4 New
MRCM
285
M&R Capital Management
New Jersey
$186
PAMS
286
Pictet Asset Management (Switzerland)
Switzerland
-$25.1M -541,210 Closed
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
-$5.81M -125,157 Closed
CIAS
288
CFS Investment Advisory Services
New Jersey
-$1K -55,682 Closed
HWM
289
Hemington Wealth Management
Virginia
-$1.37M -29,535 Closed
GFS
290
GYL Financial Synergies
Connecticut
-$1.21M -26,093 Closed
SFS
291
Sowell Financial Services
Arkansas
-$665K -14,311 Closed
SWPG
292
Strategic Wealth Partners Group
Illinois
-$521K -11,215 Closed
AP
293
Adero Partners
California
-$466K -10,329 Closed
HHGA
294
Halbert Hargrove Global Advisors
California
-$416K -8,950 Closed
RWP
295
RWA Wealth Partners
Massachusetts
-$407K -8,771 Closed
VHAM
296
Van Hulzen Asset Management
California
-$394K -8,486 Closed
LGWM
297
Litman Gregory Wealth Management
California
-$303K -6,535 Closed
MLA
298
My Legacy Advisors
Oregon
-$260K -5,694 Closed
AWS
299
Atria Wealth Solutions
New York
-$256K -5,520 Closed
BAM
300
BTS Asset Management
Massachusetts
-$454K -5,367 Closed

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.