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iShares ESG Aware US Aggregate Bond ETF
EAGG

260 hedge funds and large institutions have $1.68B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

32% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 78

13% more funds holding

Funds holding: 231 → 260 (+29)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$47.2M)

0.47% more ownership

Funds ownership: 87.27% → 87.74% (+0.47%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
103
Reduced
78
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$26M
2
Bank of America
Bank of America
North Carolina
+$20.5M
3
Goldman Sachs
Goldman Sachs
New York
+$17.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.5M
5
M&T Bank
M&T Bank
New York
+$13.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$17M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$5.03M
3
5L
55I LLC
Massachusetts
-$4.47M
4
EGWAG
Elwood & Goetz Wealth Advisory Group
Georgia
-$4.2M
5
B
Barings
North Carolina
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
51
Bartlett & Co
Ohio
$3.15M +$20.4K +413 +0.6%
CF
52
Cantor Fitzgerald
New York
$3M +$3.03M +61,291 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$2.94M -$1.88M -38,015 -39%
BWP
54
BSW Wealth Partners
Colorado
$2.7M +$2.73M +55,143 New
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.69M -$89.5K -1,807 -3%
TC
56
Trilogy Capital
California
$2.68M +$120K +2,416 +5%
RFA
57
RTD Financial Advisors
Pennsylvania
$2.46M +$388K +7,830 +18%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$2.33M -$59.4K -1,200 -2%
RJT
59
Raymond James Trust
Florida
$2.25M – – –
PA
60
Parkside Advisors
California
$2.21M +$41.9K +847 +2%
CHP
61
Cable Hill Partners
Oregon
$2.2M +$2.23M +45,003 New
LSAG
62
Lake Street Advisors Group
New Hampshire
$2.12M +$167K +3,378 +8%
HWM
63
Hemington Wealth Management
Virginia
$1.97M +$1.99M +40,255 New
GWM
64
Grand Wealth Management
Michigan
$1.96M +$117K +2,360 +6%
EGWAG
65
Elwood & Goetz Wealth Advisory Group
Georgia
$1.93M -$4.2M -84,889 -68%
RCS
66
Retirement Capital Strategies
California
$1.85M -$964K -19,475 -34%
MWM
67
Mascoma Wealth Management
New Hampshire
$1.79M +$32.8K +662 +2%
TAIM
68
TD Ameritrade Investment Management
Nebraska
$1.75M -$251K -5,073 -12%
Citadel Advisors
69
Citadel Advisors
Florida
$1.73M +$1.75M +35,289 New
FG
70
Foster Group
Iowa
$1.67M +$98.3K +1,985 +6%
SWM
71
SigFig Wealth Management
California
$1.61M +$1.63M +32,827 New
BPA
72
Beacon Pointe Advisors
California
$1.59M -$1.01M -20,354 -39%
LRWA
73
Long Run Wealth Advisors
New York
$1.54M +$3.61K +73 +0.2%
ACA
74
Affinity Capital Advisors
California
$1.41M -$112K -2,263 -7%
BAAM
75
Baker Avenue Asset Management
California
$1.38M – – –
1 2
3
4 5

EAGG Hedge Fund Activity: Q2 2022 in Review

260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2022, worth a combined $1.68B — up 2.9% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EAGG positions and 18 closed out — a net gain of 30 holders — while 103 added to existing stakes and 78 trimmed.

The largest buyer was Jane Street, adding an estimated $26M. The largest seller was BlackRock, cutting an estimated $17M.

  • 260 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2022, up from 231 in Q1 2022.
  • Funds reported $1.68B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2022, up 2.9% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2022 and 18 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $26M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2022 was BlackRock, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2022.