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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
WA
126
Wealthstream Advisors
New York
$591K -$18.4K -371 -3%
BCI
127
Brinker Capital Investments
Pennsylvania
$586K -$63.5K -1,283 -10%
WWM
128
Western Wealth Management
Colorado
$583K -$55.9K -1,128 -9%
SWPG
129
Strategic Wealth Partners Group
Illinois
$583K +$139K +2,799 +31%
ST
130
Spinnaker Trust
Maine
$577K -$13K -263 -2%
BBW
131
Blue Barn Wealth
Utah
$573K +$26.6K +537 +5%
MAM
132
MMA Asset Management
Pennsylvania
$572K +$891 +18 +0.2%
Jones Financial Companies
133
Jones Financial Companies
Missouri
$570K +$54K +1,091 +10%
BBA
134
BLB&B Advisors
Pennsylvania
$536K -$7.97K -161 -1%
SVWAG
135
Sound View Wealth Advisors Group
Georgia
$536K
FAFN
136
First Affirmative Financial Network
Colorado
$528K -$37.2K -751 -7%
CB
137
Commerce Bank
Missouri
$522K
SP
138
Symmetry Partners
Connecticut
$518K +$208K +4,197 +66%
TFCP
139
Twin Focus Capital Partners
Massachusetts
$513K +$519K +10,490 New
TC
140
Trust Company
Kansas
$506K -$39K -788 -7%
RW
141
REDW Wealth
New Mexico
$502K +$10.1K +204 +2%
TIA
142
Traphagen Investment Advisors
New Jersey
$489K -$3.66K -74 -1%
CG
143
Colony Group
Massachusetts
$487K +$493K +9,960 New
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$486K
RW
145
Rede Wealth
Virginia
$478K +$483K +9,761 New
CFG
146
Citizens Financial Group
Rhode Island
$474K -$2.03K -41 -0.4%
OBWG
147
Onyx Bridge Wealth Group
New York
$471K +$469K +9,468 New
WP
148
WealthSource Partners
California
$466K +$71.6K +1,447 +18%
CW
149
CreativeOne Wealth
Kansas
$459K +$12K +242 +3%
EWS
150
Evergreen Wealth Solutions
Pennsylvania
$456K -$743 -15 -0.2%

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.