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iShares ESG Aware US Aggregate Bond ETF

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: 260264 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$826K +$10.9K +224 +1%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$795K +$143K +2,930 +21%
BFA
103
Bluestem Financial Advisors
Illinois
$791K +$465K +9,551 +127%
PHIC
104
Pine Haven Investment Counsel
Massachusetts
$790K -$9.74K -200 -1%
SWG
105
Summit Wealth Group
Vermont
$765K +$191K +3,911 +31%
OPS
106
Orion Portfolio Solutions
Nebraska
$753K +$48K +986 +6%
SQA
107
Simon Quick Advisors
New Jersey
$746K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$736K +$202K +4,150 +35%
LWMG
109
Levy Wealth Management Group
Pennsylvania
$725K +$113K +2,314 +17%
CFG
110
Citizens Financial Group
Rhode Island
$712K +$275K +5,639 +58%
RA
111
RFG Advisory
Alabama
$709K -$279K -5,726 -27%
TC
112
Trust Company
Kansas
$706K +$237K +4,869 +47%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$691K -$4.3M -88,217 -85%
KL
114
KilterHowling LLC
Colorado
$685K -$184K -3,776 -20%
MNG
115
Manning & Napier Group
New York
$681K
IWC
116
Integrated Wealth Concepts
Massachusetts
$675K -$307K -6,298 -30%
SFS
117
Sowell Financial Services
Arkansas
$665K +$697K +14,311 New
DADC
118
D.A. Davidson & Co
Montana
$662K
HWMA
119
Heritage Wealth Management (Arizona)
Arizona
$652K -$56.6K -1,162 -8%
TF
120
TimeScale Financial
Massachusetts
$648K -$1.56K -32 -0.2%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$646K +$28.4K +582 +4%
PA
122
Parallel Advisors
California
$644K -$65.9K -1,352 -9%
WP
123
WealthSource Partners
California
$629K +$196K +4,026 +42%
NYLIM
124
New York Life Investment Management
New York
$622K +$412K +8,451 +171%
EPP
125
ETF Portfolio Partners
Kansas
$619K -$7.31K -150 -1%

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.