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iShares ESG Aware US Aggregate Bond ETF

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: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 78

13% more funds holding

Funds holding: 231260 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$859K -$58.9K -1,189 -6%
CT
102
Cambridge Trust
Massachusetts
$852K -$1.47M -29,763 -63%
PHIC
103
Pine Haven Investment Counsel
Massachusetts
$842K -$19.8K -400 -2%
DHFB
104
Dixon Hubard Feinour & Brown
Virginia
$835K +$47.5K +959 +6%
SQA
105
Simon Quick Advisors
New Jersey
$795K +$795K +16,063 New
OPS
106
Orion Portfolio Solutions
Nebraska
$745K +$54.8K +1,106 +8%
PA
107
Parallel Advisors
California
$744K -$55.2K -1,115 -7%
HWMA
108
Heritage Wealth Management (Arizona)
Arizona
$744K -$118K -2,391 -14%
DADC
109
D.A. Davidson & Co
Montana
$697K +$296K +5,979 +72%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$694K +$702K +14,181 New
ODIJL
111
One Day In July LLC
Vermont
$692K -$362K -7,317 -34%
TF
112
TimeScale Financial
Massachusetts
$684K +$1.53K +31 +0.2%
IFWM
113
Institute for Wealth Management
Colorado
$667K +$71.1K +1,437 +12%
FMN
114
Financial Management Network
California
$665K -$93.3K -1,884 -12%
AWM
115
Axxcess Wealth Management
California
$663K -$248K -5,011 -27%
EPP
116
ETF Portfolio Partners
Kansas
$660K +$495 +10 +0.1%
ASFA
117
All Season Financial Advisors
Colorado
$657K +$664K +13,415 New
WFAG
118
Wescott Financial Advisory Group
Pennsylvania
$653K +$130K +2,634 +25%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$651K +$659K +13,310 New
LWMG
120
Levy Wealth Management Group
Pennsylvania
$650K -$2.33K -47 -0.4%
ASN
121
Advisory Services Network
Georgia
$628K -$1.75M -35,356 -73%
SWG
122
Summit Wealth Group
Vermont
$615K +$28.6K +577 +5%
Mariner
123
Mariner
Kansas
$613K +$621K +12,542 New
HGWM
124
Harvest Group Wealth Management
Massachusetts
$606K -$5.64K -114 -0.9%
MNG
125
Manning & Napier Group
New York
$596K

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.