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iShares ESG Aware US Aggregate Bond ETF
EAGG

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: 260 → 264 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$153M
2
JP Morgan Chase
JP Morgan Chase
New York
+$35.6M
3
BlackRock
BlackRock
New York
+$19.5M
4
Ameriprise
Ameriprise
Minnesota
+$15.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.56M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$76.1M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$20M
3
Jane Street
Jane Street
New York
-$12.6M
4
OWA
One Wealth Advisors
California
-$4.68M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
51
Bartlett & Co Wealth Management
Ohio
$3.05M +$66.9K +1,373 +2%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M +$402K +8,246 +15%
TC
53
Trilogy Capital
California
$2.61M +$66.7K +1,369 +3%
RBA
54
Richard Bernstein Advisors
New York
$2.53M +$1.34M +27,534 +102%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$2.42M +$1.4M +28,740 +122%
GI
56
Gradient Investments
Minnesota
$2.3M +$2.41M +49,453 New
PA
57
Parkside Advisors
California
$2.23M +$137K +2,818 +6%
CHP
58
Cable Hill Partners
Oregon
$2.21M +$122K +2,498 +6%
RFA
59
RTD Financial Advisors
Pennsylvania
$2.19M -$143K -2,945 -6%
LSAG
60
Lake Street Advisors Group
New Hampshire
$2.18M +$172K +3,524 +8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.16M -$50.6K -1,039 -2%
RJT
62
Raymond James Trust
Florida
$2.15M +$22.5K +461 +1%
GWM
63
Grand Wealth Management
Michigan
$2.11M +$259K +5,314 +13%
BPA
64
Beacon Pointe Advisors
California
$1.79M +$306K +6,282 +19%
MWM
65
Mascoma Wealth Management
New Hampshire
$1.77M +$83.5K +1,714 +5%
EGWAG
66
Elwood & Goetz Wealth Advisory Group
Georgia
$1.73M -$104K -2,140 -5%
Mariner
67
Mariner
Kansas
$1.7M +$1.18M +24,143 +192%
FG
68
Foster Group
Iowa
$1.62M +$30.3K +622 +2%
OWA
69
One Wealth Advisors
California
$1.59M -$4.68M -96,030 -74%
BAM
70
Baldrige Asset Management
Pennsylvania
$1.55M +$372K +7,631 +30%
LRWA
71
Long Run Wealth Advisors
New York
$1.54M +$78K +1,600 +5%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.53M +$274K +5,620 +21%
SHGA
73
Sand Hill Global Advisors
California
$1.49M +$1.57M +32,170 New
JFA
74
JNBA Financial Advisors
Minnesota
$1.4M +$221K +4,529 +18%
HWM
75
Hemington Wealth Management
Virginia
$1.37M -$522K -10,720 -27%
1 2
3
4 5

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.