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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
WFAG
126
Wescott Financial Advisory Group
Pennsylvania
$553K +$44.8K +845 +9%
CB
127
Commerce Bank
Missouri
$551K +$19.3K +365 +4%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$542K +$539K +10,167 +2,264%
RW
129
REDW Wealth
New Mexico
$519K +$73.2K +1,381 +16%
RBA
130
Richard Bernstein Advisors
New York
$507K +$520K +9,820 New
CFG
131
Citizens Financial Group
Rhode Island
$502K +$14.7K +277 +3%
WSTAM
132
Wilbanks Smith & Thomas Asset Management
Virginia
$489K -$133K -2,509 -20%
EWS
133
Evergreen Wealth Solutions
Pennsylvania
$482K +$85.4K +1,612 +21%
T
134
TrueFG
Texas
$479K +$71.9K +1,357 +17%
CW
135
CreativeOne Wealth
Kansas
$472K -$79.3K -1,497 -14%
AIM
136
Acropolis Investment Management
Missouri
$472K +$41.3K +780 +9%
SWPG
137
Strategic Wealth Partners Group
Illinois
$471K +$212 +4 +0%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$465K +$237K +4,471 +99%
DADC
139
D.A. Davidson & Co
Montana
$427K +$8.58K +162 +2%
WP
140
WealthSource Partners
California
$417K +$428K +8,075 New
CWM
141
Cornerstone Wealth Management
Missouri
$414K +$425K +8,016 New
Northern Trust
142
Northern Trust
Illinois
$406K +$535K +10,106 +1%
SFG
143
SNS Financial Group
Minnesota
$388K -$52.1K -983 -12%
FPCP
144
Fort Point Capital Partners
California
$382K +$73.8K +1,394 +23%
CF
145
Corrigan Financial
Rhode Island
$378K +$72.2K +1,363 +23%
SMFG
146
Sumitomo Mitsui Financial Group
Japan
$367K -$131K -2,475 -26%
PAS
147
Park Avenue Securities
New York
$366K +$125K +2,361 +50%
GW
148
GW & Wade
Massachusetts
$365K +$63.6K +1,200 +20%
SWM
149
Spire Wealth Management
Virginia
$358K +$42.4K +800 +13%
V
150
Veritable
Delaware
$354K +$98.6K +1,862 +37%

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.