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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
LGWM
176
Litman Gregory Wealth Management
California
$303K +$44K +903 +16%
DT
177
Diversified Trust
Tennessee
$300K
RFC
178
Regions Financial Corp
Alabama
$287K +$25.1K +515 +9%
RPSA
179
Richard P. Slaughter Associates
Texas
$284K +$299K +6,130 New
PA
180
PFG Advisors
Arizona
$277K -$29.3K -602 -9%
TPWA
181
TRUE Private Wealth Advisors
Oregon
$270K
FPCP
182
Fort Point Capital Partners
California
$265K -$82.7K -1,698 -23%
MLA
183
My Legacy Advisors
Oregon
$260K -$61.7K -1,267 -18%
BSB
184
Bangor Savings Bank
Maine
$259K
SWM
185
Spire Wealth Management
Virginia
$259K
AWS
186
Atria Wealth Solutions
New York
$256K +$269K +5,520 New
OC
187
Oakworth Capital
Alabama
$254K
G
188
GenTrust
Florida
$254K +$22.5K +461 +9%
Morgan Stanley
189
Morgan Stanley
New York
$251K +$50.1K +1,029 +24%
DP
190
Denver PWM
Colorado
$248K +$3.8K +78 +1%
BA
191
Bristlecone Advisors
Washington
$246K -$9.74K -200 -4%
AWM
192
Aprio Wealth Management
Georgia
$244K +$256K +5,247 New
AF
193
Advisornet Financial
Minnesota
$240K +$24.5K +502 +11%
FWM
194
Fingerlakes Wealth Management
New York
$239K -$4.82K -99 -2%
AssetMark Inc
195
AssetMark Inc
California
$239K +$141K +2,889 +128%
BFP
196
Brewster Financial Planning
New York
$232K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$231K -$5.36K -110 -2%
CPWMP
198
Cardinal Point Wealth Management Partners
California
$229K -$14.1K -290 -6%
RWRC
199
R.W. Roge & Company
New York
$229K
TWM
200
Tradition Wealth Management
Minnesota
$228K +$49 +1 +0%

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.