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iShares ESG Aware US Aggregate Bond ETF
EAGG

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: 234 → 231 (-3)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-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
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
2
Bank of America
Bank of America
North Carolina
+$46.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$24.4M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$5.67M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.22M

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$15M
2
OMC
Old Mission Capital
Illinois
-$5.44M
3
KL
KilterHowling LLC
Colorado
-$4.95M
4
PG
Prostatis Group
Maryland
-$3.19M
5
Jane Street
Jane Street
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$499M +$46.7M +881,076 +10%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$281M +$171M +3,218,822 +144%
Goldman Sachs
3
Goldman Sachs
New York
$120M +$2.7M +50,967 +2%
BlackRock
4
BlackRock
New York
$94.1M +$3.74M +70,628 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$59.9M +$24.4M +461,512 +66%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$49.4M -$15M -283,190 -23%
Ameriprise
7
Ameriprise
Minnesota
$34.8M +$4.7M +88,636 +15%
PO
8
Private Ocean
California
$26.1M -$277K -5,223 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$25.3M +$3.68M +69,396 +16%
AA
10
Alesco Advisors
New York
$24.7M -$106K -2,005 -0.4%
SEI Investments
11
SEI Investments
Pennsylvania
$21.8M +$1.96M +36,993 +10%
KeyBank National Association
12
KeyBank National Association
Ohio
$18.2M +$835K +15,767 +5%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$15.8M +$4.6M +86,927 +40%
LPL Financial
14
LPL Financial
California
$14.5M +$2.74M +51,735 +23%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$14.3M -$1.87M -35,244 -11%
M&T Bank
16
M&T Bank
New York
$13.8M +$284K +5,353 +2%
FNWM
17
Financial Network Wealth Management
Utah
$13.7M -$290K -5,469 -2%
MIS
18
Morningstar Investment Services
Illinois
$13.1M +$152K +2,860 +1%
Betterment LLC
19
Betterment LLC
New York
$12.9M +$1.42M +26,815 +12%
B
20
Barings
North Carolina
$8.66M +$4.65M +87,723 +110%
AC
21
Apella Capital
Connecticut
$8.33M +$685K +12,925 +9%
WB
22
WesBanco Bank
West Virginia
$8.32M +$20.4K +385 +0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$8.15M -$1.32M -24,895 -14%
Jane Street
24
Jane Street
New York
$7.07M -$3.02M -57,009 -29%
BCM
25
Brookstone Capital Management
Illinois
$6.84M +$106K +2,003 +1%
1
2 3 4 5

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.