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iShares ESG Aware US Aggregate Bond ETF

231 hedge funds and large institutions have $1.63B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$162M)

2.47% more ownership

Funds ownership: 84.81%87.27% (+2.5%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
129
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$2.72M +$535K +10,098 +24%
TC
52
Trilogy Capital
California
$2.7M +$754K +14,226 +37%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2.52M -$184K -3,466 -7%
ASN
54
Advisory Services Network
Georgia
$2.49M -$43.8K -827 -2%
CT
55
Cambridge Trust
Massachusetts
$2.44M +$602K +11,363 +32%
RJT
56
Raymond James Trust
Florida
$2.37M +$377K +7,119 +18%
PA
57
Parkside Advisors
California
$2.29M +$558K +10,532 +31%
APW
58
Atlantic Private Wealth
North Carolina
$2.21M -$900K -16,997 -28%
RFA
59
RTD Financial Advisors
Pennsylvania
$2.19M +$224K +4,231 +11%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$2.11M -$599K -11,313 -22%
LSAG
61
Lake Street Advisors Group
New Hampshire
$2.06M +$162K +3,056 +8%
GWM
62
Grand Wealth Management
Michigan
$1.95M -$9.91K -187 -0.5%
OMC
63
Old Mission Capital
Illinois
$1.9M -$5.44M -102,717 -74%
MWM
64
Mascoma Wealth Management
New Hampshire
$1.85M +$280K +5,293 +17%
FANJ
65
Financial Architects (New Jersey)
New Jersey
$1.74M +$7.52K +142 +0.4%
OWA
66
One Wealth Advisors
California
$1.73M +$215K +4,061 +14%
BPC
67
Banque Pictet & Cie
Switzerland
$1.67M -$715K -13,500 -29%
FG
68
Foster Group
Iowa
$1.66M +$35.1K +663 +2%
BAM
69
Baldrige Asset Management
Pennsylvania
$1.63M -$75.9K -1,433 -4%
LRWA
70
Long Run Wealth Advisors
New York
$1.63M +$182K +3,439 +12%
ACA
71
Affinity Capital Advisors
California
$1.61M -$496K -9,354 -23%
BC
72
Brio Consultants
California
$1.47M +$869K +16,405 +136%
BAAM
73
Baker Avenue Asset Management
California
$1.46M -$868K -16,386 -37%
RJA
74
Raymond James & Associates
Florida
$1.37M -$307K -5,796 -18%
KL
75
KilterHowling LLC
Colorado
$1.32M -$4.95M -93,478 -79%

EAGG Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2022, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Fund positioning in EAGG was balanced in Q1 2022: 27 funds opened new positions, 27 closed out, 129 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $171M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $15M.

  • 231 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2022, down from 234 in Q4 2021.
  • Funds reported $1.63B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2022 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $171M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $15M sold.

Based on aggregated 13F filings for Q1 2022.