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iShares ESG Aware US Aggregate Bond ETF

231 hedge funds and large institutions have $1.63B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 129 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 49

11% more capital invested

Capital invested by funds: $1.47B → $1.63B (+$162M)

2.47% more ownership

Funds ownership: 84.81%87.27% (+2.5%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
129
Reduced
49
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
201
Citigroup
New York
$116K
GRP
202
Global Retirement Partners
California
$102K +$108K +2,039 New
EWM
203
Endurance Wealth Management
Rhode Island
$92K +$94.8K +1,789 New
SWM
204
Sugarloaf Wealth Management
Georgia
$90K
SCA
205
Sandy Cove Advisors
Massachusetts
$89K +$106 +2 +0.1%
MA
206
MUFG Americas
New York
$74K +$22.5K +425 +43%
C
207
Covestor
United Kingdom
$64K -$13.1K -247 -17%
4FG
208
4Thought Financial Group
New York
$64K -$1.59K -30 -2%
T
209
TCWP
Ohio
$54K +$56.1K +1,059 New
GC
210
Gould Capital
Washington
$45K +$4.34K +82 +10%
US Bancorp
211
US Bancorp
Minnesota
$43K +$27.5K +520 +160%
YAL
212
Your Advocates Ltd
Texas
$40K +$40.8K +770 New
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$38K -$14.5K -274 -27%
BWL
214
Bogart Wealth LLC
Virginia
$35K
CAL
215
Capital Analysts LLC
Pennsylvania
$27K +$27.5K +519 New
PAI
216
Pittenger & Anderson Inc
Nebraska
$24K
FF
217
FourThought Financial
Florida
$23K
RA
218
Rise Advisors
New York
$23K +$53 +1 +0.2%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$15.9K +$16.3K +308 New
GM
220
GeoWealth Management
Illinois
$11K +$5.3K +100 +87%
PP
221
Pacifica Partners
Canada
$7K
CCM
222
Covington Capital Management
California
$6K
PG
223
Proffitt & Goodson
Tennessee
$5K +$2.01K +38 +64%
BCM
224
Bourgeon Capital Management
Connecticut
$2K
CIAS
225
CFS Investment Advisory Services
New Jersey
$2K +$5.67M +106,946 New

EAGG Hedge Fund Activity: Q1 2022 in Review

231 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2022, worth a combined $1.63B — up 11% from $1.47B a quarter earlier.

Fund positioning in EAGG was balanced in Q1 2022: 27 funds opened new positions, 27 closed out, 129 added to existing stakes and 49 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $171M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $15M.

  • 231 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2022, down from 234 in Q4 2021.
  • Funds reported $1.63B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2022 and 27 closed out, a net change of 0 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $171M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $15M sold.

Based on aggregated 13F filings for Q1 2022.