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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
LGWM
176
Litman Gregory Wealth Management
California
$276K +$279K +5,632 New
SWM
177
Spire Wealth Management
Virginia
$273K -$66.3K -1,340 -19%
BSB
178
Bangor Savings Bank
Maine
$273K -$1.19K -24 -0.4%
SFP
179
Sandbox Financial Partners
Maryland
$273K +$70.9K +1,431 +34%
APA
180
Astoria Portfolio Advisors
New York
$272K +$6.04K +122 +2%
BA
181
Bristlecone Advisors
Washington
$270K -$5.69K -115 -2%
OC
182
Oakworth Capital
Alabama
$268K
CIAS
183
CFS Investment Advisory Services
New Jersey
$260K -$5.03M -101,642 -95%
DP
184
Denver PWM
Colorado
$259K -$1.39K -28 -0.5%
ZF
185
Zhang Financial
Michigan
$258K
CPWMP
186
Cardinal Point Wealth Management Partners
California
$257K -$19.8K -400 -7%
FWM
187
Fingerlakes Wealth Management
New York
$257K -$8.96K -181 -3%
VHAM
188
Van Hulzen Asset Management
California
$253K +$32.7K +660 +15%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$249K +$65.2K +1,316 +35%
D
190
Dentgroup
Louisiana
$248K +$251K +5,077 New
G
191
GenTrust
Florida
$245K -$4.55K -92 -2%
RWRC
192
R.W. Roge & Company
New York
$244K -$70.4K -1,421 -22%
BFP
193
Brewster Financial Planning
New York
$244K
FPAS
194
Focus Partners Advisor Solutions
Missouri
$244K +$246K +4,975 New
NYLIM
195
New York Life Investment Management
New York
$242K -$912K -18,428 -79%
CA
196
CGN Advisors
Kansas
$240K -$3.52K -71 -1%
TWM
197
Tradition Wealth Management
Minnesota
$240K +$5K +101 +2%
BIA
198
Bigelow Investment Advisors
Maine
$237K -$3.27K -66 -1%
ICM
199
IMS Capital Management
Oregon
$236K
MMA
200
Miracle Mile Advisors
California
$236K +$239K +4,826 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.