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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
AWM
126
Axxcess Wealth Management
California
$605K -$25.9K -532 -4%
FMN
127
Financial Management Network
California
$597K -$35.4K -727 -5%
ST
128
Spinnaker Trust
Maine
$596K +$51.2K +1,051 +9%
EWA
129
EP Wealth Advisors
California
$591K -$2.85M -58,475 -82%
CB
130
Commerce Bank
Missouri
$579K +$87.2K +1,790 +17%
TIA
131
Traphagen Investment Advisors
New Jersey
$568K +$64.8K +1,331 +23%
WA
132
Wealthstream Advisors
New York
$566K +$5.26K +108 +0.9%
IFWM
133
Institute for Wealth Management
Colorado
$561K -$75.5K -1,550 -11%
MAM
134
MMA Asset Management
Pennsylvania
$545K +$2.83K +58 +0.5%
SP
135
Symmetry Partners
Connecticut
$544K +$55K +1,129 +11%
BCI
136
Brinker Capital Investments
Pennsylvania
$543K -$13.8K -283 -2%
BBW
137
Blue Barn Wealth
Utah
$543K
HGWM
138
Harvest Group Wealth Management
Massachusetts
$537K -$10.6K -217 -2%
SWPG
139
Strategic Wealth Partners Group
Illinois
$521K -$34K -697 -6%
SVWAG
140
Sound View Wealth Advisors Group
Georgia
$508K
OBWG
141
Onyx Bridge Wealth Group
New York
$486K +$53.2K +1,092 +12%
RW
142
Rede Wealth
Virginia
$479K +$27.5K +564 +6%
RW
143
REDW Wealth
New Mexico
$477K +$97 +2 +0%
BBA
144
BLB&B Advisors
Pennsylvania
$473K -$37.5K -770 -7%
CW
145
CreativeOne Wealth
Kansas
$471K +$37.3K +766 +8%
AP
146
Adero Partners
California
$466K +$503K +10,329 New
CG
147
Colony Group
Massachusetts
$463K +$877 +18 +0.2%
BAM
148
BTS Asset Management
Massachusetts
$454K +$261K +5,367 New
WSTAM
149
Wilbanks Smith & Thomas Asset Management
Virginia
$451K -$10.5K -216 -2%
ASN
150
Advisory Services Network
Georgia
$444K -$159K -3,269 -25%

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.