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iShares ESG Aware US Aggregate Bond ETF

260 hedge funds and large institutions have $1.68B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 18

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 78

13% more funds holding

Funds holding: 231260 (+29)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$47.2M)

0.47% more ownership

Funds ownership: 87.27%87.74% (+0.47%)

Holders
260
Holders Change
+29
Holders Change %
+12.55%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
48
Increased
103
Reduced
78
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$493M +$20.5M +414,912 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$273M +$6.21M +125,393 +2%
Goldman Sachs
3
Goldman Sachs
New York
$131M +$17.5M +353,399 +15%
BlackRock
4
BlackRock
New York
$72.3M -$17M -344,273 -19%
JP Morgan Chase
5
JP Morgan Chase
New York
$72.1M +$15.5M +313,099 +27%
PAMS
6
Pictet Asset Management (Switzerland)
Switzerland
$46.6M -$232K -4,680 -0.5%
Ameriprise
7
Ameriprise
Minnesota
$44.3M +$12.8M +258,271 +38%
Jane Street
8
Jane Street
New York
$32.4M +$26M +524,992 +383%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$27M +$3M +60,628 +12%
M&T Bank
10
M&T Bank
New York
$26.2M +$13.2M +267,589 +100%
PO
11
Private Ocean
California
$25.4M +$686K +13,859 +3%
AA
12
Alesco Advisors
New York
$23.9M +$569K +11,485 +2%
SEI Investments
13
SEI Investments
Pennsylvania
$21.3M +$584K +11,786 +3%
KeyBank National Association
14
KeyBank National Association
Ohio
$19.7M +$2.52M +50,991 +14%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$16.5M +$1.61M +32,438 +11%
LPL Financial
16
LPL Financial
California
$16.5M +$2.75M +55,627 +20%
FNWM
17
Financial Network Wealth Management
Utah
$14.3M +$1.31M +26,534 +10%
Betterment LLC
18
Betterment LLC
New York
$12.7M +$432K +8,716 +3%
MIS
19
Morningstar Investment Services
Illinois
$12.3M -$38K -767 -0.3%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$11.5M -$2.08M -42,099 -15%
DWM
21
Destination Wealth Management
California
$10M +$10.1M +204,358 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.18M +$466K +9,408 +6%
WB
23
WesBanco Bank
West Virginia
$8.05M +$165K +3,341 +2%
AC
24
Apella Capital
Connecticut
$7.91M +$19.5K +393 +0.2%
OWA
25
One Wealth Advisors
California
$6.38M +$4.8M +96,888 +290%

EAGG Hedge Fund Activity: Q2 2022 in Review

260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2022, worth a combined $1.68B — up 2.9% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EAGG positions and 18 closed out — a net gain of 30 holders — while 103 added to existing stakes and 78 trimmed.

The largest buyer was Jane Street, adding an estimated $26M. The largest seller was BlackRock, cutting an estimated $17M.

  • 260 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2022, up from 231 in Q1 2022.
  • Funds reported $1.68B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2022, up 2.9% quarter-over-quarter.
  • 48 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2022 and 18 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2022 was Jane Street, an estimated $26M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2022 was BlackRock, an estimated $17M sold.

Based on aggregated 13F filings for Q2 2022.