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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
Jane Street
26
Jane Street
New York
$8.2M -$10.6M -227,505 -56%
AC
27
Apella Capital
Connecticut
$8.03M +$326K +6,998 +4%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$7.9M +$2.66M +57,072 +51%
DWA
29
Divergent Wealth Advisors
Utah
$7.84M +$7.82M +167,836 New
WB
30
WesBanco Bank
West Virginia
$7.3M +$127K +2,717 +2%
SWM
31
SigFig Wealth Management
California
$6.9M +$2.25M +48,239 +49%
UBS Group
32
UBS Group
Switzerland
$6.8M +$891K +19,124 +15%
Truist Financial
33
Truist Financial
North Carolina
$6.65M +$692K +14,846 +12%
SC
34
Savant Capital
Illinois
$6.11M +$1.67M +35,744 +38%
AF
35
Allworth Financial
California
$5.92M +$38.5K +827 +0.7%
AI
36
Accredited Investors
Minnesota
$4.97M -$434K -9,317 -8%
Wells Fargo
37
Wells Fargo
California
$4.89M +$3.65M +78,384 +299%
Wealthfront Advisers
38
Wealthfront Advisers
California
$4.84M +$357K +7,657 +8%
CT
39
Cambridge Trust
Massachusetts
$4.68M +$3.63M +77,996 +354%
PP
40
Prudential plc
United Kingdom
$4.67M
DAS
41
Dynamic Advisor Solutions
Arizona
$4.54M +$230K +4,943 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$4.49M +$1.24M +26,637 +38%
B
43
Barings
North Carolina
$4.24M -$2.57M -55,128 -38%
SA
44
Stewardship Advisors
Pennsylvania
$4.2M -$187K -4,022 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$4.19M -$209K -4,491 -5%
AWA
46
Alaska Wealth Advisors
Alaska
$4M +$403K +8,654 +11%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.66M -$168K -3,603 -4%
OFG
48
Omega Financial Group
California
$3.49M -$773K -16,598 -18%
APW
49
Atlantic Private Wealth
North Carolina
$3.31M +$8.11K +174 +0.2%
Creative Planning
50
Creative Planning
Kansas
$3.22M -$709K -15,223 -18%

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.