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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
Bank of America
1
Bank of America
North Carolina
$657M +$39M +837,947 +6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$272M +$4.99M +107,138 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$105M +$2.34M +50,190 +2%
BlackRock
4
BlackRock
New York
$86.7M -$1.1M -23,514 -1%
Goldman Sachs
5
Goldman Sachs
New York
$85M +$33M +707,812 +64%
Ameriprise
6
Ameriprise
Minnesota
$58.7M +$751K +16,110 +1%
Northern Trust
7
Northern Trust
Illinois
$36.8M -$6.26M -134,300 -15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$34.2M +$3.12M +66,879 +10%
PO
9
Private Ocean
California
$26.5M +$1.32M +28,411 +5%
AA
10
Alesco Advisors
New York
$26.2M +$867K +18,595 +3%
M&T Bank
11
M&T Bank
New York
$25.8M +$1.02M +21,989 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$24.7M +$6.59M +141,330 +36%
LPL Financial
13
LPL Financial
California
$23.5M +$4.86M +104,357 +26%
KeyBank National Association
14
KeyBank National Association
Ohio
$22.9M +$2.69M +57,702 +13%
SEI Investments
15
SEI Investments
Pennsylvania
$20.7M -$70.6K -1,516 -0.3%
Betterment LLC
16
Betterment LLC
New York
$13.3M +$1.21M +25,867 +10%
PI
17
PFS Investments
Georgia
$13.3M +$13.2M +283,741 New
RJA
18
Raymond James & Associates
Florida
$13.1M +$3.14M +67,282 +32%
MIS
19
Morningstar Investment Services
Illinois
$11.9M +$25.4K +545 +0.2%
DWM
20
Destination Wealth Management
California
$11.2M -$343K -7,355 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.7M +$3.17M +67,950 +42%
Franklin Resources
22
Franklin Resources
California
$9.08M +$9.05M +194,230 New
FNWM
23
Financial Network Wealth Management
Utah
$9.07M -$1.8M -38,682 -17%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$8.36M -$1.85M -39,628 -18%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$8.26M +$2.32M +49,835 +39%

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.