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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
1WM
151
1900 Wealth Management
Texas
$342K
AssetMark Inc
152
AssetMark Inc
California
$333K +$2.81K +53 +0.8%
PA
153
PFG Advisors
Arizona
$333K +$342K +6,457 New
AIP
154
Ameritas Investment Partners
Nebraska
$332K +$264K +4,983 +344%
SP
155
Symmetry Partners
Connecticut
$330K +$12.2K +230 +4%
RWRC
156
R.W. Roge & Company
New York
$330K +$49.1K +926 +17%
DSN
157
D. Scott Neal
Kentucky
$325K +$334K +6,299 New
APA
158
American Portfolios Advisors
New York
$309K -$241K -4,554 -43%
OCM
159
One Capital Management
California
$304K +$102K +1,917 +48%
IA
160
IFP Advisors
Florida
$299K +$111K +2,091 +56%
DT
161
Diversified Trust
Tennessee
$297K
HHGA
162
Halbert Hargrove Global Advisors
California
$297K +$305K +5,756 New
CPWMP
163
Cardinal Point Wealth Management Partners
California
$292K
BA
164
Bristlecone Advisors
Washington
$290K +$90.4K +1,707 +44%
BSB
165
Bangor Savings Bank
Maine
$289K -$29.3K -554 -9%
TPWA
166
TRUE Private Wealth Advisors
Oregon
$288K
MLA
167
My Legacy Advisors
Oregon
$285K +$293K +5,528 New
OC
168
Oakworth Capital
Alabama
$283K
APA
169
Astoria Portfolio Advisors
New York
$281K +$288K +5,432 New
FWM
170
Fingerlakes Wealth Management
New York
$280K -$1.22K -23 -0.4%
ZF
171
Zhang Financial
Michigan
$273K +$77.2K +1,457 +38%
DP
172
Denver PWM
Colorado
$271K +$3.6K +68 +1%
BAM
173
Brave Asset Management
New Jersey
$267K -$593K -11,189 -68%
G
174
GenTrust
Florida
$263K +$212 +4 +0.1%
BDFN
175
Bond & Devick Financial Network
Minnesota
$258K -$65.7K -1,241 -20%

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.