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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
CF
51
Cantor Fitzgerald
New York
$3.16M +$52.2K +1,121 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$3.13M -$22.3K -479 -0.7%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$2.97M -$103K -2,212 -3%
BC
54
Bartlett & Co
Ohio
$2.97M -$103K -2,212 -3%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.9M -$46.9K -1,007 -2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.86M +$681K +14,608 +31%
RBA
57
Richard Bernstein Advisors
New York
$2.61M +$68.2K +1,464 +3%
RCS
58
Retirement Capital Strategies
California
$2.53M +$2.52M +54,183 New
TC
59
Trilogy Capital
California
$2.53M -$95.5K -2,050 -4%
RFA
60
RTD Financial Advisors
Pennsylvania
$2.51M +$298K +6,400 +14%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$2.44M
CG
62
Colony Group
Massachusetts
$2.4M +$1.93M +41,437 +415%
GWM
63
Grand Wealth Management
Michigan
$2.37M +$244K +5,244 +12%
Mariner
64
Mariner
Kansas
$2.29M +$578K +12,402 +34%
CHP
65
Cable Hill Partners
Oregon
$2.29M +$68.5K +1,469 +3%
MWM
66
Mascoma Wealth Management
New Hampshire
$2.26M +$475K +10,187 +27%
LSAG
67
Lake Street Advisors Group
New Hampshire
$2.21M +$19.2K +411 +0.9%
BCM
68
Brookstone Capital Management
Illinois
$2.14M -$2.22M -47,568 -51%
RJT
69
Raymond James Trust
Florida
$2.08M -$90.7K -1,946 -4%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.99M +$457K +9,801 +30%
CFG
71
Citizens Financial Group
Rhode Island
$1.93M +$1.21M +25,978 +170%
LRWA
72
Long Run Wealth Advisors
New York
$1.89M +$344K +7,383 +22%
OWA
73
One Wealth Advisors
California
$1.85M +$242K +5,194 +15%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.84M +$1.83M +39,368 New
EGWAG
75
Elwood & Goetz Wealth Advisory Group
Georgia
$1.81M +$74.6K +1,601 +4%

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.