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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
T
151
TrueFG
Texas
$436K +$7.99K +164 +2%
FAFN
152
First Affirmative Financial Network
Colorado
$433K -$71.9K -1,476 -14%
Northern Trust
153
Northern Trust
Illinois
$429K +$910K +18,673 +2%
EWS
154
Evergreen Wealth Solutions
Pennsylvania
$424K -$8.57K -176 -2%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$419K +$39.1K +803 +10%
HHGA
156
Halbert Hargrove Global Advisors
California
$416K +$154K +3,170 +55%
DPI
157
Diversified Portfolios Inc
Michigan
$414K +$434K +8,907 New
PAS
158
Park Avenue Securities
New York
$410K +$80K +1,643 +23%
VCP
159
Verus Capital Partners
Arizona
$407K +$6.38K +131 +2%
RWP
160
RWA Wealth Partners
Massachusetts
$407K +$427K +8,771 New
CWM
161
Cornerstone Wealth Management
Missouri
$400K +$419K +8,606 New
VHAM
162
Van Hulzen Asset Management
California
$394K +$162K +3,316 +64%
CF
163
Corrigan Financial
Rhode Island
$385K +$7.36K +151 +2%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$375K +$379K +7,784 +2,751%
BFM
165
Boston Financial Management
Massachusetts
$362K -$538K -11,041 -59%
SFG
166
SNS Financial Group
Minnesota
$359K -$12.7K -261 -3%
AIM
167
Acropolis Investment Management
Missouri
$351K -$12.5K -257 -3%
IA
168
IFP Advisors
Florida
$351K +$49.4K +1,013 +17%
GW
169
GW & Wade
Massachusetts
$348K +$49.5K +1,017 +16%
DSN
170
D. Scott Neal
Kentucky
$347K +$68.2K +1,400 +23%
NCM
171
Neumann Capital Management
California
$340K +$357K +7,330 New
V
172
Veritable
Delaware
$319K
AIP
173
Ameritas Investment Partners
Nebraska
$318K -$1.75K -36 -0.5%
SFP
174
Sandbox Financial Partners
Maryland
$311K +$53.9K +1,107 +20%
1WM
175
1900 Wealth Management
Texas
$310K

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.