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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
CFFP
201
Center for Financial Planning
Michigan
$363K +$124K +2,604 +53%
RFC
202
Regions Financial Corp
Alabama
$363K +$71.3K +1,496 +25%
DSN
203
D. Scott Neal
Kentucky
$359K – – –
CS
204
Comerica Securities
Michigan
$350K +$334K +7,005 +2,538%
GW
205
GW & Wade
Massachusetts
$346K +$118K +2,484 +53%
US Bancorp
206
US Bancorp
Minnesota
$336K +$89.5K +1,880 +37%
DT
207
Diversified Trust
Tennessee
$334K – – –
TSS
208
Two Sigma Securities
New York
$334K +$331K +6,944 New
BWL
209
Bogart Wealth LLC
Virginia
$333K +$297K +6,230 +886%
FI
210
Financial Insights
Washington
$332K – – –
EWS
211
Evergreen Wealth Solutions
Pennsylvania
$329K -$136K -2,854 -29%
AF
212
Advisornet Financial
Minnesota
$327K +$78K +1,637 +32%
AIP
213
Ameritas Investment Partners
Nebraska
$326K -$1.05K -22 -0.3%
MGIA
214
Moneta Group Investment Advisors
Missouri
$321K +$9.96K +209 +3%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$318K +$315K +6,622 New
CF
216
Corrigan Financial
Rhode Island
$315K -$119K -2,503 -28%
FAFN
217
First Affirmative Financial Network
Colorado
$315K -$4.67K -98 -1%
1WM
218
1900 Wealth Management
Texas
$314K – – –
COCM
219
Charter Oak Capital Management
New Hampshire
$310K -$100K -2,100 -25%
Morgan Stanley
220
Morgan Stanley
New York
$303K +$58.4K +1,226 +24%
TIA
221
Traphagen Investment Advisors
New Jersey
$303K +$11.6K +243 +3%
WS
222
Wedbush Securities
California
$296K +$294K +6,166 New
TWM
223
Tradition Wealth Management
Minnesota
$285K +$15.4K +323 +6%
FPCP
224
Fort Point Capital Partners
California
$274K – – –
B
225
Bridgeworth
Alabama
$272K +$270K +5,662 New
7 8
9
10 11

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.