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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
SQA
151
Simon Quick Advisors
New Jersey
$506K -$244K -5,231 -33%
PAS
152
Park Avenue Securities
New York
$502K +$89.8K +1,927 +22%
RW
153
REDW Wealth
New Mexico
$502K +$22.1K +474 +5%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$495K +$261K +5,597 +112%
SVWAG
155
Sound View Wealth Advisors Group
Georgia
$490K -$32K -687 -6%
CW
156
CreativeOne Wealth
Kansas
$488K +$13.8K +296 +3%
EPP
157
ETF Portfolio Partners
Kansas
$483K -$140K -3,006 -23%
OBWG
158
Onyx Bridge Wealth Group
New York
$475K -$28.3K -608 -6%
SPW
159
Sonoma Private Wealth
California
$471K +$470K +10,079 New
CAN
160
Cetera Advisor Networks
California
$467K +$465K +9,986 New
FFA
161
First Foundation Advisors
California
$461K +$459K +9,857 New
EWS
162
Evergreen Wealth Solutions
Pennsylvania
$453K +$25.8K +554 +6%
NCM
163
Neumann Capital Management
California
$452K +$109K +2,330 +32%
BBW
164
Blue Barn Wealth
Utah
$447K -$99K -2,125 -18%
T
165
TrueFG
Texas
$439K +$233 +5 +0.1%
RWRC
166
R.W. Roge & Company
New York
$436K +$204K +4,373 +88%
LFA
167
LGT Financial Advisors
Texas
$436K +$434K +9,323 New
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$24.4K -523 -5%
TFCP
169
Twin Focus Capital Partners
Massachusetts
$425K +$424K +9,100 New
SC
170
Stephens Consulting
Michigan
$424K +$316K +6,775 +295%
CF
171
Corrigan Financial
Rhode Island
$424K +$35.7K +766 +9%
BWM
172
Benchmark Wealth Management
Connecticut
$407K +$405K +8,699 New
VCP
173
Verus Capital Partners
Arizona
$406K -$3.5K -75 -0.9%
COCM
174
Charter Oak Capital Management
New Hampshire
$400K -$869K -18,647 -69%
SFG
175
SNS Financial Group
Minnesota
$386K +$24.5K +525 +7%

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.