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iShares ESG Aware US Aggregate Bond ETF
EAGG

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 102

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

1% less funds holding

Funds holding: 365 → 362 (-3)

1% less capital invested

Capital invested by funds: $3.12B → $3.09B (-$32.4M)

1.4% less ownership

Funds ownership: 87.53% → 86.13% (-1.4%)

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$17.6M
2
Bank of America
Bank of America
North Carolina
+$13.6M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.67M
4
BlackRock
BlackRock
New York
+$8.53M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.49M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$56.5M
2
MIS
Morningstar Investment Services
Illinois
-$12.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$9.94M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$7.83M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
351
Horizon Investments
North Carolina
$7.06K +$753 +16 +12%
NB
352
NBT Bank
New York
$6.17K +$1.32K +28 +27%
PP
353
Pacifica Partners
Canada
$5.82K – – –
FGAM
354
Financial Gravity Asset Management
Texas
$5.57K -$571K -12,138 -99%
PWM
355
Provident Wealth Management
Tennessee
$4.85K – – –
MG
356
Mather Group
Illinois
$4.01K +$3.95K +84 New
KFP
357
Keener Financial Planning
Texas
$3K +$565 +12 +32%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$2.68K +$2.68K +57 New
GFPC
359
Global Financial Private Client
Florida
$2.33K -$2.92K -62 -55%
WCM
360
Winthrop Capital Management
Indiana
$2K – – –
SRCM
361
Signature Resources Capital Management
California
$1.38K – – –
CTWM
362
Cherry Tree Wealth Management
Minnesota
$801 – – –
TAM
363
Tucker Asset Management
Colorado
$706 – – –
AA
364
Addison Advisors
Vermont
$95 +$94 +2 New
Pictet Asset Management
365
Pictet Asset Management
Switzerland
– -$6.47M -135,482 Closed
NYLIM
366
New York Life Investment Management
New York
– -$2.15M -44,979 Closed
Renaissance Technologies
367
Renaissance Technologies
New York
– -$490K -10,264 Closed
Jane Street
368
Jane Street
New York
– -$484K -10,136 Closed
GFS
369
GYL Financial Synergies
Connecticut
– -$303K -6,347 Closed
KFSC
370
Keystone Financial Services (Colorado)
Colorado
– -$287K -6,002 Closed
RW
371
Rede Wealth
Virginia
– -$285K -5,976 Closed
MMA
372
Miracle Mile Advisors
California
– -$234K -4,896 Closed
BA
373
Bristlecone Advisors
Washington
– -$220K -4,613 Closed
MYIA
374
Mount Yale Investment Advisors
Colorado
– -$208K -4,356 Closed
ATWA
375
Arbor Trust Wealth Advisors
Michigan
– -$207K -4,346 Closed
12 13 14
15
16

EAGG Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2024, worth a combined $3.09B — down 1% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EAGG positions and 23 closed out — a net gain of 6 holders — while 187 added to existing stakes and 102 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $17.6M. The largest seller was Ameriprise, cutting an estimated $56.5M.

  • 362 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2024, down from 365 in Q4 2023.
  • Funds reported $3.09B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2024, down 1% quarter-over-quarter.
  • 29 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2024 and 23 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $17.6M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2024 was Ameriprise, an estimated $56.5M sold.

Based on aggregated 13F filings for Q1 2024.