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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
MNG
126
Manning & Napier Group
New York
$686K
TC
127
Trust Company
Kansas
$677K -$33.5K -719 -5%
KL
128
KilterHowling LLC
Colorado
$673K -$16.9K -363 -2%
EC
129
Estate Counselors
Wisconsin
$672K +$117K +2,500 +21%
DADC
130
D.A. Davidson & Co
Montana
$666K
IWC
131
Integrated Wealth Concepts
Massachusetts
$663K -$16.1K -346 -2%
TF
132
TimeScale Financial
Massachusetts
$648K +$47 +1 +0%
PA
133
Parallel Advisors
California
$647K -$746 -16 -0.1%
SHGA
134
Sand Hill Global Advisors
California
$647K -$854K -18,335 -57%
ASFA
135
All Season Financial Advisors
Colorado
$644K +$642K +13,771 New
DPI
136
Diversified Portfolios Inc
Michigan
$631K +$214K +4,596 +52%
ST
137
Spinnaker Trust
Maine
$616K +$15.2K +326 +3%
WP
138
WealthSource Partners
California
$596K -$36.9K -791 -6%
FMN
139
Financial Management Network
California
$590K -$13K -278 -2%
WA
140
Wealthstream Advisors
New York
$580K +$9.93K +213 +2%
IFWM
141
Institute for Wealth Management
Colorado
$568K +$3.77K +81 +0.7%
AWM
142
Axxcess Wealth Management
California
$565K -$43.5K -934 -7%
HGWM
143
Harvest Group Wealth Management
Massachusetts
$560K +$5.31K +114 +1%
MAM
144
MMA Asset Management
Pennsylvania
$554K +$4.85K +104 +0.9%
AAM
145
Ameraudi Asset Management
New York
$542K +$541K +11,603 New
CB
146
Commerce Bank
Missouri
$533K -$49.6K -1,065 -9%
BCI
147
Brinker Capital Investments
Pennsylvania
$533K -$14.1K -302 -3%
RIS
148
Retirement Income Solutions
Michigan
$532K +$530K +11,383 New
SP
149
Symmetry Partners
Connecticut
$523K -$24.3K -521 -4%
WWA
150
WCG Wealth Advisors
Nevada
$507K +$505K +10,846 New

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.