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iShares ESG Aware US Aggregate Bond ETF
EAGG

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11% → 84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
226
Covington Capital Management
California
$7K – – –
PP
227
Pacifica Partners
Canada
$7K – – –
PG
228
Proffitt & Goodson
Tennessee
$3K +$3.25K +59 New
BCM
229
Bourgeon Capital Management
Connecticut
$2K – – –
SPIA
230
Steward Partners Investment Advisory
New York
$1K -$14.4K -261 -97%
CA
231
Crewe Advisors
Utah
$1K – – –
FCA
232
FinTrust Capital Advisors
South Carolina
$1K – – –
LFA
233
Level Financial Advisors
New York
$1K +$935 +17 New
FFG
234
Ford Financial Group
California
$1 +$1.26K +23 New
Barclays
235
Barclays
United Kingdom
– -$3.65M -66,165 Closed
AWA
236
Arkadios Wealth Advisors
Georgia
– -$1.68M -30,404 Closed
S
237
SignatureFD
Georgia
– -$877K -15,910 Closed
BIP
238
Blueprint Investment Partners
North Carolina
– -$783K -14,208 Closed
AWC
239
Abundance Wealth Counselors
Pennsylvania
– -$286K -5,194 Closed
CFG
240
Cooper Financial Group
California
– -$242K -4,386 Closed
KAS
241
Kestra Advisory Services
Texas
– -$225K -4,084 Closed
MA
242
Mutual Advisors
Nebraska
– -$204K -3,702 Closed
BW
243
Bison Wealth
Georgia
– -$156K -2,830 Closed
FA
244
Flagstar Advisors
New York
– -$55K -1,003 Closed
CTC
245
Central Trust Company
Missouri
– -$6K -106 Closed
GRP
246
Global Retirement Partners
California
– -$4K -80 Closed
6 7 8 9
10

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.