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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
Bank of America
1
Bank of America
North Carolina
$614M +$153M +3,145,881 +31%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$265M +$6.56M +134,714 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$102M +$35.6M +729,956 +50%
BlackRock
4
BlackRock
New York
$87.2M +$19.5M +400,847 +27%
Ameriprise
5
Ameriprise
Minnesota
$58M +$15.5M +317,678 +34%
Goldman Sachs
6
Goldman Sachs
New York
$51.6M -$76.1M -1,561,988 -58%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.9M +$5.53M +113,585 +21%
AA
8
Alesco Advisors
New York
$25.1M +$2.53M +52,015 +11%
PAMS
9
Pictet Asset Management (Switzerland)
Switzerland
$25.1M -$20M -411,300 -43%
PO
10
Private Ocean
California
$25M +$907K +18,612 +4%
M&T Bank
11
M&T Bank
New York
$24.6M -$229K -4,692 -0.9%
SEI Investments
12
SEI Investments
Pennsylvania
$20.7M +$530K +10,876 +3%
KeyBank National Association
13
KeyBank National Association
Ohio
$20M +$1.38M +28,238 +7%
Jane Street
14
Jane Street
New York
$18.7M -$12.6M -259,073 -39%
LPL Financial
15
LPL Financial
California
$18.5M +$2.99M +61,316 +18%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$18M +$2.46M +50,391 +15%
Betterment LLC
17
Betterment LLC
New York
$12.7M
MIS
18
Morningstar Investment Services
Illinois
$11.5M -$58.5K -1,200 -0.5%
DWM
19
Destination Wealth Management
California
$11.5M +$2.1M +43,012 +21%
FNWM
20
Financial Network Wealth Management
Utah
$10.8M -$2.9M -59,502 -20%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$794K -16,305 -7%
RJA
22
Raymond James & Associates
Florida
$9.91M +$5.05M +103,735 +95%
AC
23
Apella Capital
Connecticut
$7.65M +$148K +3,040 +2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.43M -$354K -7,276 -4%
WB
25
WesBanco Bank
West Virginia
$7.12M -$540K -11,092 -7%

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.