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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
ICM
201
IMS Capital Management
Oregon
$224K
MMA
202
Miracle Mile Advisors
California
$220K -$3.9K -80 -2%
LNC
203
Lincoln National Corp
Pennsylvania
$220K +$146 +3 +0.1%
APA
204
American Portfolios Advisors
New York
$218K +$122K +2,512 +115%
KAS
205
Kestra Advisory Services
Texas
$217K +$23K +472 +11%
OCM
206
One Capital Management
California
$213K -$64.2K -1,317 -22%
UB
207
UMB Bank
Missouri
$212K
FCB
208
First Command Bank
Texas
$211K
FCFS
209
First Command Financial Services
Texas
$211K
HWM
210
Horizons Wealth Management
North Carolina
$210K -$292 -6 -0.1%
PFS
211
Prospera Financial Services
Texas
$209K +$219K +4,492 New
BTI
212
Blue Trust Inc
Georgia
$208K
DC
213
Davenport & Co
Virginia
$208K
WIA
214
World Investment Advisors
California
$205K +$780 +16 +0.4%
OWM
215
Opes Wealth Management
California
$203K
ATWA
216
Arbor Trust Wealth Advisors
Michigan
$202K
PTC
217
Private Trust Company
Ohio
$166K
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$141K +$148K +3,039 New
MA
219
MUFG Americas
New York
$116K +$51.8K +1,064 +75%
William Blair & Company
220
William Blair & Company
Illinois
$108K +$244 +5 +0.2%
SC
221
Stephens Consulting
Michigan
$107K
SMFG
222
Sumitomo Mitsui Financial Group
Japan
$102K -$107K -2,190 -50%
ME
223
McIlrath & Eck
Washington
$102K +$55.6K +1,141 +109%
GRP
224
Global Retirement Partners
California
$86K -$6.92K -142 -7%
GIA
225
Goodwin Investment Advisory
Georgia
$83K +$73.4K +1,506 +528%

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.