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iShares ESG Aware US Aggregate Bond ETF
EAGG

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: 234 → 231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
2
Bank of America
Bank of America
North Carolina
+$46.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$24.4M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$5.67M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$15M
2
OMC
Old Mission Capital
Illinois
-$5.44M
3
KL
KilterHowling LLC
Colorado
-$4.95M
4
PG
Prostatis Group
Maryland
-$3.19M
5
Jane Street
Jane Street
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
76
Fund Evaluation Group
Ohio
$1.26M +$180K +3,405 +16%
RA
77
RFG Advisory
Alabama
$1.24M +$338K +6,387 +36%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.24M +$275K +5,191 +28%
TPCW
79
TD Private Client Wealth
New York
$1.21M +$847K +15,997 +214%
NYLIM
80
New York Life Investment Management
New York
$1.21M +$382K +7,206 +45%
S
81
SignatureFD
Georgia
$1.19M +$1.22M +22,969 New
ODIJL
82
One Day In July LLC
Vermont
$1.11M +$31.6K +596 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$1.07M -$15.5K -293 -1%
SCM
84
Stonehearth Capital Management
Massachusetts
$1.05M +$7.79K +147 +0.7%
CL
85
CPWM LLC
Washington
$1.02M +$567K +10,701 +119%
JFA
86
JNBA Financial Advisors
Minnesota
$1.01M +$166K +3,137 +19%
FHB
87
First Hawaiian Bank
Hawaii
$986K +$19.3K +365 +2%
Stifel Financial
88
Stifel Financial
Missouri
$967K -$200K -3,779 -17%
AWM
89
Axxcess Wealth Management
California
$958K +$121K +2,290 +14%
BFG
90
Beacon Financial Group
Texas
$923K +$947K +17,886 New
PHIC
91
Pine Haven Investment Counsel
Massachusetts
$909K +$74.2K +1,400 +9%
HWMA
92
Heritage Wealth Management (Arizona)
Arizona
$908K +$932K +17,586 New
SFA
93
Sequoia Financial Advisors
Ohio
$885K +$224K +4,225 +33%
BWM
94
Baystate Wealth Management
Massachusetts
$870K +$170K +3,218 +24%
PA
95
Parallel Advisors
California
$843K -$38.7K -731 -4%
DHFB
96
Dixon Hubard Feinour & Brown
Virginia
$832K +$477K +9,005 +127%
OFG
97
Omega Financial Group
California
$811K +$65.4K +1,234 +9%
AWM
98
Aries Wealth Management
Maine
$811K +$832K +15,703 New
IWC
99
Integrated Wealth Concepts
Massachusetts
$802K +$392K +7,406 +91%
FMN
100
Financial Management Network
California
$791K -$57.4K -1,084 -7%
2 3
4
5 6

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.