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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
MML Investors Services
76
MML Investors Services
Massachusetts
$1.33M +$159K +3,209 +13%
RBA
77
Richard Bernstein Advisors
New York
$1.32M +$847K +17,100 +174%
BAM
78
Baldrige Asset Management
Pennsylvania
$1.26M -$290K -5,853 -19%
BWM
79
Baystate Wealth Management
Massachusetts
$1.26M +$438K +8,852 +53%
JFA
80
JNBA Financial Advisors
Minnesota
$1.25M +$300K +6,069 +31%
COCM
81
Charter Oak Capital Management
New Hampshire
$1.25M +$632K +12,760 +100%
FHB
82
First Hawaiian Bank
Hawaii
$1.21M +$282K +5,689 +30%
LNWWM
83
Laird Norton Wetherby Wealth Management
California
$1.15M +$610K +12,318 +110%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.15M +$137K +2,765 +13%
TPCW
85
TD Private Client Wealth
New York
$1.15M -$3.66K -74 -0.3%
BC
86
Brio Consultants
California
$1.13M -$272K -5,485 -19%
BDFN
87
Bond & Devick Financial Network
Minnesota
$1.06M +$829K +16,741 +335%
RA
88
RFG Advisory
Alabama
$1.05M -$137K -2,771 -12%
SCM
89
Stonehearth Capital Management
Massachusetts
$1.03M +$38.9K +786 +4%
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.02M +$262K +5,293 +34%
BMD
91
Better Money Decisions
New Mexico
$974K +$360K +7,281 +58%
CL
92
CPWM LLC
Washington
$970K +$6.54K +132 +0.7%
LFA
93
Legacy Financial Advisors
Kentucky
$970K +$981K +19,811 New
SFA
94
Sequoia Financial Advisors
Ohio
$943K +$106K +2,133 +12%
BFM
95
Boston Financial Management
Massachusetts
$922K +$933K +18,838 New
SPA
96
Sentinel Pension Advisors
Massachusetts
$914K +$283K +5,708 +44%
KL
97
KilterHowling LLC
Colorado
$907K -$348K -7,029 -28%
B
98
Brightworth
Georgia
$890K +$173K +3,493 +24%
HI
99
Harbour Investments
Wisconsin
$886K +$896K +18,096 New
CWM
100
Cranbrook Wealth Management
Michigan
$864K +$337K +6,809 +63%
2 3
4
5 6

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.