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iShares ESG Aware US Aggregate Bond ETF
EAGG

364 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 117

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

1% more funds holding

Funds holding: 362 → 364 (+2)

3.27% less ownership

Funds ownership: 86.13% → 82.86% (-3.3%)

10% less capital invested

Capital invested by funds: $3.09B → $2.77B (-$321M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
38
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$19.1M
2
Jane Street
Jane Street
New York
+$15.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$15M
4
Bank of America
Bank of America
North Carolina
+$11M
5
Morgan Stanley
Morgan Stanley
New York
+$10.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$367M
2
BlackRock
BlackRock
New York
-$17.1M
3
OWA
One Wealth Advisors
California
-$5.58M
4
SAG
SageView Advisory Group
California
-$3.23M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
301
Stratos Wealth Partners
Ohio
$211K +$1.62K +35 +0.8%
FNB
302
Farmers National Bank
Kentucky
$209K +$7.97K +172 +4%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$208K -$57.8K -1,247 -22%
ATWA
304
Arbor Trust Wealth Advisors
Michigan
$203K +$201K +4,346 New
DI
305
DDFG Inc
California
$201K -$2.6K -56 -1%
Comerica Bank
306
Comerica Bank
Texas
$190K +$2.04K +44 +1%
JWA
307
JFS Wealth Advisors
Pennsylvania
$176K -$3.43K -74 -2%
PTC
308
Private Trust Company
Ohio
$166K – – –
PS
309
Principal Securities
Iowa
$155K +$11.6K +250 +8%
CA
310
Continuum Advisory
Idaho
$147K +$24.6K +530 +20%
SWM
311
Sugarloaf Wealth Management
Georgia
$141K – – –
HWM
312
Horizons Wealth Management
North Carolina
$139K -$59.2K -1,278 -30%
SC
313
Stephens Consulting
Michigan
$129K -$15.3K -329 -11%
AIM
314
Acropolis Investment Management
Missouri
$125K -$79.7K -1,720 -39%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$119K – – –
SMFG
316
Sumitomo Mitsui Financial Group
Japan
$102K – – –
FHA
317
First Horizon Advisors
Tennessee
$90.7K -$17.1K -369 -16%
BFA
318
Brown Financial Advisors
Ohio
$87.9K +$87.4K +1,886 New
AAG
319
Armstrong Advisory Group
Massachusetts
$82.5K +$68.6K +1,479 +510%
GC
320
Gould Capital
Washington
$80K +$2.97K +64 +4%
William Blair & Company
321
William Blair & Company
Illinois
$78.3K -$1.07K -23 -1%
GRP
322
Global Retirement Partners
California
$72.2K -$22.9K -494 -24%
PCMC
323
Private Capital Management (Colorado)
Colorado
$71.5K – – –
BNP Paribas Financial Markets
324
BNP Paribas Financial Markets
France
$59K -$11.2K -241 -16%
SA
325
Scarborough Advisors
Maryland
$57K -$41.2K -889 -42%
11 12
13
14 15

EAGG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2024, worth a combined $2.77B — down 10% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EAGG positions and 29 closed out — a net gain of 9 holders — while 167 added to existing stakes and 117 trimmed.

The largest buyer was Betterment LLC, adding an estimated $19.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $367M.

  • 364 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.77B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2024 and 29 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $19.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2024.