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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
AssetMark Inc
201
AssetMark Inc
California
$258K +$17.6K +377 +7%
OC
202
Oakworth Capital
Alabama
$256K
DP
203
Denver PWM
Colorado
$254K +$5.13K +110 +2%
PA
204
PFG Advisors
Arizona
$249K -$29.8K -640 -11%
BFP
205
Brewster Financial Planning
New York
$243K +$9.32K +200 +4%
AF
206
Advisornet Financial
Minnesota
$241K +$186 +4 +0.1%
US Bancorp
207
US Bancorp
Minnesota
$239K +$190K +4,070 +393%
FWP
208
Falcon Wealth Planning
California
$237K +$237K +5,078 New
Morgan Stanley
209
Morgan Stanley
New York
$237K -$15.6K -334 -6%
SWM
210
Spire Wealth Management
Virginia
$236K -$25.2K -540 -10%
KMWM
211
Keudell/Morrison Wealth Management
Oregon
$234K +$233K +5,000 New
CFFP
212
Center for Financial Planning
Michigan
$232K +$231K +4,957 New
BA
213
Bristlecone Advisors
Washington
$227K -$21K -450 -8%
ICM
214
IMS Capital Management
Oregon
$225K
OCM
215
One Capital Management
California
$224K +$9.32K +200 +4%
GW
216
GW & Wade
Massachusetts
$220K -$130K -2,795 -37%
V
217
Veritable
Delaware
$218K -$102K -2,190 -32%
TA
218
Tiedemann Advisors
New York
$217K +$216K +4,637 New
OWM
219
Opes Wealth Management
California
$217K +$12.1K +260 +6%
GM
220
GeoWealth Management
Illinois
$216K +$206K +4,410 +2,080%
UB
221
UMB Bank
Missouri
$214K
KAS
222
Kestra Advisory Services
Texas
$213K -$4.71K -101 -2%
FCB
223
First Command Bank
Texas
$212K
FCFS
224
First Command Financial Services
Texas
$212K
FWM
225
Fingerlakes Wealth Management
New York
$212K -$28.8K -619 -12%

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.