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iShares ESG Aware US Aggregate Bond ETF

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: 260264 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Barings
North Carolina
$6.78M +$1.68M +34,451 +31%
Truist Financial
27
Truist Financial
North Carolina
$5.92M +$369K +7,576 +6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$5.89M +$390K +8,008 +7%
UBS Group
29
UBS Group
Switzerland
$5.87M +$1.31M +26,800 +27%
AF
30
Allworth Financial
California
$5.85M +$771K +15,834 +14%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$5.81M +$5.45M +111,847 +840%
AI
32
Accredited Investors
Minnesota
$5.37M +$403K +8,275 +8%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$5.18M +$1.23M +25,317 +29%
PP
34
Prudential plc
United Kingdom
$4.64M
SWM
35
SigFig Wealth Management
California
$4.63M +$3.24M +66,562 +203%
Wealthfront Advisers
36
Wealthfront Advisers
California
$4.46M +$62.5K +1,282 +1%
SC
37
Savant Capital
Illinois
$4.41M -$158K -3,253 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.37M -$92.8K -1,905 -2%
SA
39
Stewardship Advisors
Pennsylvania
$4.36M +$1.11M +22,767 +32%
DAS
40
Dynamic Advisor Solutions
Arizona
$4.28M +$685K +14,067 +18%
BCM
41
Brookstone Capital Management
Illinois
$4.25M -$1.51M -30,977 -25%
OFG
42
Omega Financial Group
California
$4.22M -$341K -6,991 -7%
Creative Planning
43
Creative Planning
Kansas
$3.91M -$393K -8,074 -9%
Osaic Holdings
44
Osaic Holdings
Arizona
$3.8M +$275K +5,648 +7%
AWA
45
Alaska Wealth Advisors
Alaska
$3.57M +$537K +11,023 +17%
APW
46
Atlantic Private Wealth
North Carolina
$3.28M +$438 +9 +0%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$3.22M +$107K +2,194 +3%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.13M +$361K +7,403 +12%
CF
49
Cantor Fitzgerald
New York
$3.09M +$254K +5,211 +9%
BC
50
Bartlett & Co
Ohio
$3.05M +$66.9K +1,373 +2%

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.