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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$965K +$541K +11,620 +129%
SCM
102
Stonehearth Capital Management
Massachusetts
$955K -$69.7K -1,496 -7%
MMA
103
Miracle Mile Advisors
California
$926K +$702K +15,062 +317%
TPCW
104
TD Private Client Wealth
New York
$921K -$199K -4,271 -18%
LFA
105
Legacy Financial Advisors
Kentucky
$918K -$19.6K -420 -2%
AWM
106
Aprio Wealth Management
Georgia
$903K +$656K +14,067 +268%
RSWM
107
Robertson Stephens Wealth Management
California
$886K +$883K +18,949 New
EWA
108
EP Wealth Advisors
California
$878K +$282K +6,055 +48%
ODIJL
109
One Day In July LLC
Vermont
$869K -$332K -7,121 -28%
SFA
110
Sequoia Financial Advisors
Ohio
$824K -$125K -2,681 -13%
BFA
111
Bluestem Financial Advisors
Illinois
$802K +$5.36K +115 +0.7%
PHIC
112
Pine Haven Investment Counsel
Massachusetts
$802K +$6.99K +150 +0.9%
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$800K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$794K +$416K +8,926 +111%
CPWMP
115
Cardinal Point Wealth Management Partners
California
$781K +$548K +11,750 +237%
CPCM
116
Cardinal Point Capital Management
Ontario, Canada
$781K +$779K +16,710 New
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$767K +$45.5K +977 +7%
OPS
118
Orion Portfolio Solutions
Nebraska
$762K +$3.91K +84 +0.5%
OWM
119
Orgel Wealth Management
Wisconsin
$756K +$754K +16,182 New
LWMG
120
Levy Wealth Management Group
Pennsylvania
$750K +$20.6K +443 +3%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$728K +$77K +1,653 +12%
HI
122
Harbour Investments
Wisconsin
$717K -$129K -2,760 -15%
OIA
123
OneDigital Investment Advisors
Kansas
$709K -$249K -5,334 -26%
DI
124
DFPG Investments
Utah
$707K +$687K +14,752 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$700K -$655K -14,053 -48%

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.