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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
TAIM
76
TD Ameritrade Investment Management
Nebraska
$1.37M -$309K -6,338 -18%
BWM
77
Baystate Wealth Management
Massachusetts
$1.36M +$177K +3,630 +14%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$1.35M +$271K +5,570 +24%
ACA
79
Affinity Capital Advisors
California
$1.34M +$5.36K +110 +0.4%
BAAM
80
Baker Avenue Asset Management
California
$1.31M – – –
COCM
81
Charter Oak Capital Management
New Hampshire
$1.26M +$83.3K +1,709 +7%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$1.24M +$1.3M +26,584 New
Wells Fargo
83
Wells Fargo
California
$1.22M -$2.57M -52,815 -67%
GFS
84
GYL Financial Synergies
Connecticut
$1.21M +$1.27M +26,093 New
BC
85
Brio Consultants
California
$1.2M +$170K +3,491 +15%
ODIJL
86
One Day In July LLC
Vermont
$1.19M +$564K +11,571 +82%
BDFN
87
Bond & Devick Financial Network
Minnesota
$1.19M +$185K +3,789 +17%
TPCW
88
TD Private Client Wealth
New York
$1.11M +$27.7K +568 +2%
FHB
89
First Hawaiian Bank
Hawaii
$1.08M -$74.8K -1,535 -6%
SPA
90
Sentinel Pension Advisors
Massachusetts
$1.05M +$190K +3,908 +21%
CT
91
Cambridge Trust
Massachusetts
$1.02M +$226K +4,649 +27%
SCM
92
Stonehearth Capital Management
Massachusetts
$1.02M +$41.4K +849 +4%
CL
93
CPWM LLC
Washington
$1M +$86.8K +1,782 +9%
CWM
94
Cranbrook Wealth Management
Michigan
$982K +$171K +3,501 +20%
BMD
95
Better Money Decisions
New Mexico
$973K +$51.5K +1,058 +5%
OIA
96
OneDigital Investment Advisors
Kansas
$952K +$791K +16,244 +382%
SFA
97
Sequoia Financial Advisors
Ohio
$943K +$50.6K +1,039 +5%
LFA
98
Legacy Financial Advisors
Kentucky
$931K +$11.7K +240 +1%
HI
99
Harbour Investments
Wisconsin
$886K – – –
B
100
Brightworth
Georgia
$857K +$13K +267 +1%
2 3
4
5 6

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.