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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
RW
176
Rede Wealth
Virginia
$372K -$110K -2,358 -23%
SHWM
177
Smith & Howard Wealth Management
Georgia
$366K +$365K +7,825 New
DC
178
Davenport & Co
Virginia
$365K +$155K +3,332 +74%
BFM
179
Boston Financial Management
Massachusetts
$364K
GAM
180
Gould Asset Management
California
$354K +$353K +7,583 New
AIM
181
Acropolis Investment Management
Missouri
$353K
DSN
182
D. Scott Neal
Kentucky
$350K
IA
183
IFP Advisors
Florida
$341K -$4.24K -91 -1%
DT
184
Diversified Trust
Tennessee
$325K +$23.3K +500 +8%
FI
185
Financial Insights
Washington
$323K +$322K +6,913 New
AIP
186
Ameritas Investment Partners
Nebraska
$318K -$2.38K -51 -0.7%
1WM
187
1900 Wealth Management
Texas
$314K +$2.56K +55 +0.8%
MGIA
188
Moneta Group Investment Advisors
Missouri
$312K +$302K +6,476 New
RPSA
189
Richard P. Slaughter Associates
Texas
$311K +$24.4K +524 +9%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$311K +$310K +6,646 New
FAFN
191
First Affirmative Financial Network
Colorado
$311K -$125K -2,675 -29%
SFP
192
Sandbox Financial Partners
Maryland
$296K -$16.8K -361 -5%
TIA
193
Traphagen Investment Advisors
New Jersey
$285K +$69.9K +1,500 +21%
RFC
194
Regions Financial Corp
Alabama
$284K -$5.83K -125 -2%
ASN
195
Advisory Services Network
Georgia
$278K -$169K -3,623 -38%
AIA
196
Ally Invest Advisors
North Carolina
$276K +$276K +5,915 New
FPCP
197
Fort Point Capital Partners
California
$267K
TWM
198
Tradition Wealth Management
Minnesota
$263K +$33.3K +714 +15%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$263K -$8.9K -191 -3%
BSB
200
Bangor Savings Bank
Maine
$260K

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.