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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
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$489K -$4K -84 -0.8%
OMC
177
Old Mission Capital
Illinois
$486K +$482K +10,118 New
Lido Advisors
178
Lido Advisors
California
$474K +$470K +9,867 New
FFA
179
First Foundation Advisors
California
$474K – – –
T
180
TrueFG
Texas
$459K +$7.48K +157 +2%
BBW
181
Blue Barn Wealth
Utah
$451K -$8.76K -184 -2%
MNG
182
Manning & Napier Group
New York
$449K – – –
RW
183
Rede Wealth
Virginia
$449K +$65.8K +1,382 +17%
PA
184
PFG Advisors
Arizona
$447K +$189K +3,972 +75%
DC
185
Davenport & Co
Virginia
$443K +$67.7K +1,421 +18%
HGWM
186
Harvest Group Wealth Management
Massachusetts
$441K -$133K -2,801 -23%
WSTAM
187
Wilbanks Smith & Thomas Asset Management
Virginia
$441K – – –
SHWM
188
Smith & Howard Wealth Management
Georgia
$441K +$64.7K +1,359 +17%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$437K – – –
SC
190
Stephens Consulting
Michigan
$436K – – –
SFP
191
Sandbox Financial Partners
Maryland
$432K +$127K +2,661 +42%
SFG
192
SNS Financial Group
Minnesota
$425K +$27.8K +583 +7%
VCP
193
Verus Capital Partners
Arizona
$425K +$7.43K +156 +2%
ASN
194
Advisory Services Network
Georgia
$405K +$118K +2,486 +42%
BBA
195
BLB&B Advisors
Pennsylvania
$385K -$874K -18,353 -70%
BRWA
196
B. Riley Wealth Advisors
Florida
$378K +$375K +7,867 New
MOS
197
MGO One Seven
Ohio
$375K +$372K +7,805 New
T
198
TCWP
Ohio
$375K +$372K +7,805 New
AIA
199
Ally Invest Advisors
North Carolina
$365K +$79.9K +1,678 +28%
GAM
200
Gould Asset Management
California
$363K -$953 -20 -0.3%
6 7
8
9 10

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.