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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
BAM
76
Baldrige Asset Management
Pennsylvania
$1.75M +$191K +4,103 +12%
BPA
77
Beacon Pointe Advisors
California
$1.73M -$77.8K -1,669 -4%
GI
78
Gradient Investments
Minnesota
$1.67M -$637K -13,663 -28%
FG
79
Foster Group
Iowa
$1.66M +$29.4K +631 +2%
JFA
80
JNBA Financial Advisors
Minnesota
$1.63M +$219K +4,694 +16%
SPA
81
Sentinel Pension Advisors
Massachusetts
$1.52M +$464K +9,954 +44%
BWM
82
Baystate Wealth Management
Massachusetts
$1.52M +$150K +3,217 +11%
PA
83
Parkside Advisors
California
$1.33M -$908K -19,480 -41%
ACA
84
Affinity Capital Advisors
California
$1.33M -$25.9K -556 -2%
BC
85
Brio Consultants
California
$1.33M +$87.2K +1,872 +7%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$1.31M +$568K +12,181 +77%
BAAM
87
Baker Avenue Asset Management
California
$1.3M -$17.5K -375 -1%
HWMA
88
Heritage Wealth Management (Arizona)
Arizona
$1.3M +$642K +13,785 +98%
SWG
89
Summit Wealth Group
Vermont
$1.25M +$483K +10,370 +63%
BBA
90
BLB&B Advisors
Pennsylvania
$1.23M +$754K +16,173 +159%
BDFN
91
Bond & Devick Financial Network
Minnesota
$1.23M +$37K +793 +3%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$1.23M -$14.9K -319 -1%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$1.14M -$233K -5,009 -17%
G
94
GenTrust
Florida
$1.14M +$884K +18,962 +347%
FHB
95
First Hawaiian Bank
Hawaii
$1.08M -$10.6K -227 -1%
BMD
96
Better Money Decisions
New Mexico
$1.07M +$91.2K +1,957 +9%
RA
97
RFG Advisory
Alabama
$1.04M +$278K +5,960 +38%
Stifel Financial
98
Stifel Financial
Missouri
$1.04M +$205K +4,392 +25%
CWM
99
Cranbrook Wealth Management
Michigan
$1.03M +$42.1K +903 +4%
NYLIM
100
New York Life Investment Management
New York
$981K +$354K +7,588 +57%

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.