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iShares ESG Aware US Aggregate Bond ETF
EAGG

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 59

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

26% more capital invested

Capital invested by funds: $1.91B → $2.41B (+$501M)

10% more funds holding

Funds holding: 283 → 312 (+29)

5.55% more ownership

Funds ownership: 85.11% → 90.66% (+5.5%)

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$173M
2
SWG
Summit Wealth Group
Vermont
+$56.4M
3
Bank of America
Bank of America
North Carolina
+$47.3M
4
BlackRock
BlackRock
New York
+$35.7M
5
Wells Fargo
Wells Fargo
California
+$30M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$28.9M
2
Franklin Resources
Franklin Resources
California
-$8.72M
3
DWA
Divergent Wealth Advisors
Utah
-$4.27M
4
RCS
Retirement Capital Strategies
California
-$2.53M
5
CT
Cambridge Trust
Massachusetts
-$1.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
151
Stratos Wealth Advisors
Ohio
$656K +$651K +13,657 New
NCM
152
Neumann Capital Management
California
$645K +$180K +3,770 +39%
RPSA
153
Richard P. Slaughter Associates
Texas
$635K +$313K +6,568 +99%
AWM
154
Axxcess Wealth Management
California
$622K +$40.5K +850 +7%
RW
155
REDW Wealth
New Mexico
$612K +$95.4K +2,002 +19%
WA
156
Wealthstream Advisors
New York
$608K +$12.3K +258 +2%
FMN
157
Financial Management Network
California
$591K -$12.1K -254 -2%
OBWG
158
Onyx Bridge Wealth Group
New York
$589K +$110K +2,308 +23%
MAM
159
MMA Asset Management
Pennsylvania
$572K +$2.67K +56 +0.5%
CL
160
Choreo LLC
Illinois
$563K +$558K +11,711 New
AAM
161
Ameraudi Asset Management
New York
$558K – – –
CB
162
Commerce Bank
Missouri
$548K – – –
SPIA
163
Steward Partners Investment Advisory
New York
$547K +$533K +11,182 +5,764%
WWA
164
WCG Wealth Advisors
Nevada
$541K +$19.4K +407 +4%
Franklin Resources
165
Franklin Resources
California
$536K -$8.72M -183,082 -94%
SP
166
Symmetry Partners
Connecticut
$535K – – –
WA
167
Wealth Alliance
New York
$533K +$528K +11,086 New
PA
168
Parallel Advisors
California
$528K -$136K -2,861 -21%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$524K +$14.9K +313 +3%
APW
170
Austin Private Wealth
Texas
$521K +$516K +10,834 New
WFAG
171
Wescott Financial Advisory Group
Pennsylvania
$512K -$234K -4,907 -32%
SQA
172
Simon Quick Advisors
New Jersey
$509K -$11.9K -250 -2%
BSB
173
Bangor Savings Bank
Maine
$502K +$232K +4,874 +87%
AAS
174
Avantax Advisory Services
Texas
$499K +$494K +10,381 New
EPP
175
ETF Portfolio Partners
Kansas
$498K +$1.43K +30 +0.3%
5 6
7
8 9

EAGG Hedge Fund Activity: Q1 2023 in Review

312 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2023, worth a combined $2.41B — up 26% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new EAGG positions and 28 closed out — a net gain of 33 holders — while 153 added to existing stakes and 59 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $173M. The largest seller was Goldman Sachs, cutting an estimated $28.9M.

  • 312 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $2.41B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2023, up 26% quarter-over-quarter.
  • 61 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2023 and 28 closed out, a net change of +33 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $173M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2023 was Goldman Sachs, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2023.