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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$173M |
| 2 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$56.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47.3M |
| 4 |
BlackRock
New York
|
+$35.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$28.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$8.72M |
| 3 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$4.27M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.53M |
| 5 |
CT
Cambridge Trust
Cambridge,
Massachusetts
|
-$1.95M |
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.