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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
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
– -$347K -7,500 Closed
BFG
377
Beacon Financial Group
Texas
– -$303K -6,428 Closed
MWM
378
Mission Wealth Management
California
– -$301K -6,391 Closed
SWM
379
Spire Wealth Management
Virginia
– -$278K -5,906 Closed
SFG
380
Sage Financial Group
Pennsylvania
– -$242K -5,135 Closed
HWMA
381
Heritage Wealth Management (Arizona)
Arizona
– -$233K -4,951 Closed
WF
382
Williams Financial
Vermont
– -$225K -4,789 Closed
LA
383
Lane & Associates
New Jersey
– -$224K -4,750 Closed
CC
384
Copperleaf Capital
North Carolina
– -$223K -4,748 Closed
JSW
385
Journey Strategic Wealth
New Jersey
– -$205K -4,365 Closed
FA
386
Fountainhead AM
New Jersey
– -$205K -4,361 Closed
Qube Research & Technologies (QRT)
387
Qube Research & Technologies (QRT)
United Kingdom
– -$202K -4,290 Closed
IGWM
388
ICA Group Wealth Management
Colorado
– -$25.9K -550 Closed
APC
389
Aspire Private Capital
North Carolina
– -$20.7K -439 Closed
DSC
390
Duncker Streett & Co
Missouri
– -$10.4K -220 Closed
FSWA
391
Financial Synergies Wealth Advisors
Texas
– -$8.83K -188 Closed
FGAM
392
Financial Gravity Asset Management
Texas
– -$5.57K -117 Closed
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
– -$2.68K -57 Closed
SRCM
394
Signature Resources Capital Management
California
– -$1.38K -29 Closed
12 13 14 15
16

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.