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iShares ESG Aware US Aggregate Bond ETF

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: 234231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
101
Manning & Napier Group
New York
$787K
B
102
Brightworth
Georgia
$759K +$111K +2,086 +17%
OPS
103
Orion Portfolio Solutions
Nebraska
$729K +$116K +2,194 +18%
TF
104
TimeScale Financial
Massachusetts
$720K +$1.48K +28 +0.2%
EPP
105
ETF Portfolio Partners
Kansas
$696K +$3.02K +57 +0.4%
LWMG
106
Levy Wealth Management Group
Pennsylvania
$689K +$297K +5,610 +73%
BCI
107
Brinker Capital Investments
Pennsylvania
$685K -$64.5K -1,218 -8%
WWM
108
Western Wealth Management
Colorado
$674K +$314K +5,933 +83%
SPA
109
Sentinel Pension Advisors
Massachusetts
$670K +$73.7K +1,392 +12%
COCM
110
Charter Oak Capital Management
New Hampshire
$657K +$303K +5,718 +82%
BMD
111
Better Money Decisions
New Mexico
$652K -$63.3K -1,194 -9%
WA
112
Wealthstream Advisors
New York
$643K +$223K +4,217 +51%
HGWM
113
Harvest Group Wealth Management
Massachusetts
$630K -$819K -15,469 -56%
IFWM
114
Institute for Wealth Management
Colorado
$629K +$89.7K +1,694 +16%
ST
115
Spinnaker Trust
Maine
$623K +$93.8K +1,771 +17%
SWG
116
Summit Wealth Group
Vermont
$619K +$58.6K +1,107 +10%
TIA
117
Traphagen Investment Advisors
New Jersey
$598K +$48.2K +909 +18%
FAFN
118
First Affirmative Financial Network
Colorado
$596K +$14.5K +273 +2%
BBW
119
Blue Barn Wealth
Utah
$576K
LNWWM
120
Laird Norton Wetherby Wealth Management
California
$576K +$591K +11,153 New
MAM
121
MMA Asset Management
Pennsylvania
$575K +$2.86K +54 +0.5%
BBA
122
BLB&B Advisors
Pennsylvania
$574K -$11.9K -224 -2%
TC
123
Trust Company
Kansas
$574K +$589K +11,123 New
SVWAG
124
Sound View Wealth Advisors Group
Georgia
$565K -$2.91K -55 -0.5%
CWM
125
Cranbrook Wealth Management
Michigan
$560K +$35.4K +669 +7%

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.