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iShares ESG Aware US Aggregate Bond ETF
EAGG

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 59

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

26% more capital invested

Capital invested by funds: $1.91B → $2.41B (+$501M)

10% more funds holding

Funds holding: 283 → 312 (+29)

5.55% more ownership

Funds ownership: 85.11% → 90.66% (+5.5%)

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
2
SWG
Summit Wealth Group
Vermont
+$56.4M
3
Bank of America
Bank of America
North Carolina
+$47.3M
4
BlackRock
BlackRock
New York
+$35.7M
5
Wells Fargo
Wells Fargo
California
+$30M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$28.9M
2
Franklin Resources
Franklin Resources
California
-$8.72M
3
DWA
Divergent Wealth Advisors
Utah
-$4.27M
4
RCS
Retirement Capital Strategies
California
-$2.53M
5
CT
Cambridge Trust
Massachusetts
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
51
Atlantic Private Wealth
North Carolina
$3.55M +$149K +3,120 +4%
Creative Planning
52
Creative Planning
Kansas
$3.45M +$137K +2,877 +4%
AWS
53
Atria Wealth Solutions
New York
$3.42M +$3.39M +71,148 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.32M +$101K +2,129 +3%
RBA
55
Richard Bernstein Advisors
New York
$3.32M +$628K +13,193 +24%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.3M +$312K +6,553 +11%
MWM
57
Mascoma Wealth Management
New Hampshire
$3.11M +$766K +16,090 +33%
BC
58
Bartlett & Co
Ohio
$3.06M +$1.81K +38 +0.1%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$3.06M +$1.81K +38 +0.1%
CT
60
Cambridge Trust
Massachusetts
$2.84M -$1.95M -40,906 -41%
RFA
61
RTD Financial Advisors
Pennsylvania
$2.71M +$132K +2,766 +5%
BIP
62
Blueprint Investment Partners
North Carolina
$2.69M +$2.66M +55,942 New
TC
63
Trilogy Capital
California
$2.68M +$78.6K +1,650 +3%
BPA
64
Beacon Pointe Advisors
California
$2.55M +$768K +16,124 +44%
CHP
65
Cable Hill Partners
Oregon
$2.49M +$137K +2,872 +6%
PA
66
Parkside Advisors
California
$2.45M +$1.07M +22,446 +79%
WP
67
WealthSource Partners
California
$2.45M +$1.82M +38,195 +299%
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$2.41M -$101K -2,126 -4%
GWM
69
Grand Wealth Management
Michigan
$2.4M -$38.5K -809 -2%
SA
70
Stewardship Advisors
Pennsylvania
$2.35M -$1.94M -40,819 -45%
EGWAG
71
Elwood & Goetz Wealth Advisory Group
Georgia
$2.32M +$449K +9,417 +24%
LSAG
72
Lake Street Advisors Group
New Hampshire
$2.28M +$10.7K +224 +0.5%
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.27M +$378K +7,943 +20%
Prudential Financial
74
Prudential Financial
New Jersey
$2.15M +$2.13M +44,744 New
RJT
75
Raymond James Trust
Florida
$2.13M – – –
1 2
3
4 5

EAGG Hedge Fund Activity: Q1 2023 in Review

312 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2023, worth a combined $2.41B — up 26% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EAGG positions and 28 closed out — a net gain of 33 holders — while 153 added to existing stakes and 59 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $173M. The largest seller was Goldman Sachs, cutting an estimated $28.9M.

  • 312 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $2.41B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2023 and 28 closed out, a net change of +33 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $173M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2023 was Goldman Sachs, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2023.