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iShares ESG Aware US Aggregate Bond ETF
EAGG

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 59

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

26% more capital invested

Capital invested by funds: $1.91B → $2.41B (+$501M)

10% more funds holding

Funds holding: 283 → 312 (+29)

5.55% more ownership

Funds ownership: 85.11% → 90.66% (+5.5%)

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
2
SWG
Summit Wealth Group
Vermont
+$56.4M
3
Bank of America
Bank of America
North Carolina
+$47.3M
4
BlackRock
BlackRock
New York
+$35.7M
5
Wells Fargo
Wells Fargo
California
+$30M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$28.9M
2
Franklin Resources
Franklin Resources
California
-$8.72M
3
DWA
Divergent Wealth Advisors
Utah
-$4.27M
4
RCS
Retirement Capital Strategies
California
-$2.53M
5
CT
Cambridge Trust
Massachusetts
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Ameliora Wealth Management
Switzerland
$5.13K +$509K +10,683 New
TRCT
302
Tower Research Capital (TRC)
New York
$5K +$4.76K +100 New
PWM
303
Provident Wealth Management
Tennessee
$4.95K – – –
ACA
304
Aptus Capital Advisors
Alabama
$4.66K -$48 -1 -1%
LFG
305
Larson Financial Group
Missouri
$3.08K +$3.05K +64 New
BWM
306
BerganKDV Wealth Management
Minnesota
$2.6K +$2.57K +54 New
PAI
307
Pittenger & Anderson Inc
Nebraska
$2.45K +$333 +7 +16%
GWSG
308
GPS Wealth Strategies Group
Colorado
$1.15K +$1.14K +24 New
LFA
309
Level Financial Advisors
New York
$817 – – –
TAM
310
Tucker Asset Management
Colorado
$721 – – –
EI
311
Ellevest Inc
New York
$96 +$95 +2 New
FGAM
312
Financial Gravity Asset Management
Texas
$34 +$33.8K +709 New
YAL
313
Your Advocates Ltd
Texas
$27 -$35.1K -736 -100%
RCS
314
Retirement Capital Strategies
California
– -$2.53M -54,183 Closed
ASFA
315
All Season Financial Advisors
Colorado
– -$644K -13,771 Closed
SPW
316
Sonoma Private Wealth
California
– -$471K -10,079 Closed
RWRC
317
R.W. Roge & Company
New York
– -$436K -9,349 Closed
LFA
318
LGT Financial Advisors
Texas
– -$436K -9,323 Closed
BFM
319
Boston Financial Management
Massachusetts
– -$364K -7,797 Closed
RCAG
320
Rehmann Capital Advisory Group
Michigan
– -$311K -6,646 Closed
TPWA
321
TRUE Private Wealth Advisors
Oregon
– -$263K -5,623 Closed
KMWM
322
Keudell/Morrison Wealth Management
Oregon
– -$234K -5,000 Closed
TA
323
Tiedemann Advisors
New York
– -$217K -4,637 Closed
KAS
324
Kestra Advisory Services
Texas
– -$213K -4,561 Closed
FCB
325
First Command Bank
Texas
– -$212K -4,535 Closed
10 11 12
13
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EAGG Hedge Fund Activity: Q1 2023 in Review

312 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2023, worth a combined $2.41B — up 26% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EAGG positions and 28 closed out — a net gain of 33 holders — while 153 added to existing stakes and 59 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $173M. The largest seller was Goldman Sachs, cutting an estimated $28.9M.

  • 312 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $2.41B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2023 and 28 closed out, a net change of +33 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $173M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2023 was Goldman Sachs, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2023.