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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
T
151
TrueFG
Texas
$452K -$2.72K -55 -0.6%
CPC
152
Consolidated Planning Corp
Georgia
$452K +$458K +9,242 New
Northern Trust
153
Northern Trust
Illinois
$443K +$5.9M +119,169 +15%
VCP
154
Verus Capital Partners
Arizona
$422K +$224K +4,519 +110%
WA
155
Wealth Alliance
New York
$422K +$427K +8,617 New
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$402K -$38.4K -776 -9%
CF
157
Corrigan Financial
Rhode Island
$399K +$40.5K +819 +11%
SFG
158
SNS Financial Group
Minnesota
$391K +$23.5K +475 +6%
AIM
159
Acropolis Investment Management
Missouri
$382K -$66.1K -1,335 -15%
BFA
160
Bluestem Financial Advisors
Illinois
$367K +$371K +7,492 New
FPCP
161
Fort Point Capital Partners
California
$362K
PAS
162
Park Avenue Securities
New York
$351K +$3.86K +78 +1%
MLA
163
My Legacy Advisors
Oregon
$341K +$71K +1,433 +26%
AIP
164
Ameritas Investment Partners
Nebraska
$337K +$23.1K +467 +7%
V
165
Veritable
Delaware
$336K
1WM
166
1900 Wealth Management
Texas
$326K +$2.43K +49 +0.7%
PA
167
PFG Advisors
Arizona
$321K +$5.54K +112 +2%
GW
168
GW & Wade
Massachusetts
$317K -$28.9K -583 -8%
DT
169
Diversified Trust
Tennessee
$316K +$34.7K +700 +12%
IA
170
IFP Advisors
Florida
$299K
DSN
171
D. Scott Neal
Kentucky
$297K -$10.9K -221 -4%
OCM
172
One Capital Management
California
$288K
TPWA
173
TRUE Private Wealth Advisors
Oregon
$284K
HHGA
174
Halbert Hargrove Global Advisors
California
$283K +$1.19K +24 +0.4%
RFC
175
Regions Financial Corp
Alabama
$278K +$281K +5,672 New

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.