iShares ESG Aware US Aggregate Bond ETF
EAGG
399 hedge funds and large institutions have $3.02B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 96 reducing their positions, and 31 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 96
103% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 31
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
7% more funds holding
Funds holding: 372 → 399 (+27)
1% more capital invested
Capital invested by funds: $3B → $3.02B (+$19.4M)
0.32% less ownership
Funds ownership: 83.11% → 82.79% (-0.32%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $56K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$96.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19M |
| 3 |
LPL Financial
San Diego,
California
|
+$12.7M |
| 4 |
Goldman Sachs
New York
|
+$11.8M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$27.6M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$25.6M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$12.2M |
| 4 |
JP Morgan Chase
New York
|
-$8.32M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
426
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.54K | -114 | Closed |
|
|
PWM
427
Provident Wealth Management
Brentwood,
Tennessee
| – | -$5K | -103 | Closed |
|
|
SCM
428
Sterling Capital Management
Charlotte,
North Carolina
| – | -$4.03K | -83 | Closed |
|
|
RIA
429
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3.67K | -77 | Closed |
|
|
HWM
430
Hemington Wealth Management
Falls Church,
Virginia
| – | -$3K | -69 | Closed |
|
|
RCM
431
Raleigh Capital Management
Cary,
North Carolina
| – | -$3.13K | -64 | Closed |
|
EAGG Hedge Fund Activity: Q4 2024 in Review
399 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2024, worth a combined $3.02B — up 0.65% from $3B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new EAGG positions and 31 closed out — a net gain of 32 holders — while 198 added to existing stakes and 96 trimmed.
The largest buyer was Bank of America, adding an estimated $96.1M. The largest seller was BlackRock, cutting an estimated $27.6M.
- 399 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2024, up from 372 in Q3 2024.
- Funds reported $3.02B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2024, up 0.65% quarter-over-quarter.
- 63 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2024 and 31 closed out, a net change of +32 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2024 was Bank of America, an estimated $96.1M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2024 was BlackRock, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2024.