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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
CF
76
Cantor Fitzgerald
New York
$2.11M -$1.13M -23,757 -35%
CAN
77
Cetera Advisor Networks
California
$2.1M +$1.61M +33,759 +338%
BDFN
78
Bond & Devick Financial Network
Minnesota
$2.09M +$821K +17,235 +65%
SHJ
79
Sharkey, Howes & Javer
Colorado
$2.09M +$2.07M +43,534 New
HGWM
80
Horst & Graben Wealth Management
Oregon
$2.06M +$2.04M +42,870 New
BAM
81
Baldrige Asset Management
Pennsylvania
$2.04M +$240K +5,036 +13%
LRWA
82
Long Run Wealth Advisors
New York
$1.99M +$44.3K +930 +2%
BCM
83
Brookstone Capital Management
Illinois
$1.94M -$206K -4,333 -10%
JFA
84
JNBA Financial Advisors
Minnesota
$1.84M +$167K +3,499 +10%
EH
85
Equitable Holdings
New York
$1.65M +$1.64M +34,359 New
OPS
86
Orion Portfolio Solutions
Nebraska
$1.6M +$814K +17,097 +105%
BCI
87
Brinker Capital Investments
Pennsylvania
$1.6M +$1.05M +21,997 +193%
BWM
88
Baystate Wealth Management
Massachusetts
$1.53M -$36.7K -771 -2%
Jones Financial Companies
89
Jones Financial Companies
Missouri
$1.52M +$170K +3,577 +13%
FG
90
Foster Group
Iowa
$1.51M -$192K -4,021 -11%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.5M +$678K +14,231 +84%
BMD
92
Better Money Decisions
New Mexico
$1.49M +$387K +8,116 +35%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$1.49M +$1.48M +31,016 New
RIS
94
Retirement Income Solutions
Michigan
$1.44M +$883K +18,529 +163%
GI
95
Gradient Investments
Minnesota
$1.41M -$312K -6,553 -18%
SPA
96
Sentinel Pension Advisors
Massachusetts
$1.39M -$183K -3,833 -12%
BC
97
Brio Consultants
California
$1.39M +$20.9K +438 +2%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$610K +12,812 +80%
BAAM
99
Baker Avenue Asset Management
California
$1.36M +$18.1K +381 +1%
AssetMark Inc
100
AssetMark Inc
California
$1.3M +$1.02M +21,459 +388%
2 3
4
5 6

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.