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iShares ESG Aware US Aggregate Bond ETF
EAGG

50 hedge funds and large institutions have $115M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

107% more capital invested

Capital invested by funds: $55.4M → $115M (+$59.2M)

32% more funds holding

Funds holding: 38 → 50 (+12)

9.84% more ownership

Funds ownership: 63.45% → 73.29% (+9.8%)

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
23
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$25.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
3
WP
WealthSource Partners
California
+$1.23M
4
RCS
Retirement Capital Strategies
California
+$1.08M
5
Bank of America
Bank of America
North Carolina
+$926K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$987K
2
FAAS
First Allied Advisory Services
California
-$58K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.5K
4
AIC
Ameritas Investment Company
Nebraska
-$16K
5
SFS
Sowell Financial Services
Arkansas
-$1.13K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Alesco Advisors
New York
$479K +$481K +8,925 New
SIAS
27
Shine Investment Advisory Services
Colorado
$475K +$477K +8,864 New
BAM
28
Baldrige Asset Management
Pennsylvania
$419K +$421K +7,816 New
FANJ
29
Financial Architects (New Jersey)
New Jersey
$353K – – –
TIA
30
Traphagen Investment Advisors
New Jersey
$345K +$269 +5 +0.1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$242K +$59K +1,096 +32%
WIA
32
World Investment Advisors
California
$239K +$1.02K +19 +0.4%
WB
33
WesBanco Bank
West Virginia
$231K – – –
SC
34
Savant Capital
Illinois
$218K +$219K +4,068 New
CWM
35
Cranbrook Wealth Management
Michigan
$182K +$182K +3,385 New
AssetMark Inc
36
AssetMark Inc
California
$159K +$112K +2,081 +236%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$118K +$118K +2,197 New
SPIA
38
Steward Partners Investment Advisory
New York
$83K +$40.2K +746 +92%
SFS
39
Sowell Financial Services
Arkansas
$41K -$1.13K -21 -3%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$36K +$36.5K +678 New
AF
41
Advisornet Financial
Minnesota
$29K – – –
RCA
42
Rowland Carmichael Advisors
Arizona
$29K +$29.2K +542 New
BBA
43
Braun-Bostich & Associates
Pennsylvania
$28K +$28.5K +530 New
ACM
44
Anfield Capital Management
California
$22K +$22K +409 New
RWG
45
Regal Wealth Group
California
$16K – – –
CGI
46
Cougar Global Investments
Ontario, Canada
$10K – – –
UBS Group
47
UBS Group
Switzerland
$10K +$9.86K +183 New
BlackRock
48
BlackRock
New York
$9K +$215 +4 +2%
PP
49
Pacifica Partners
Canada
$7K +$6.68K +124 New
FCA
50
FinTrust Capital Advisors
South Carolina
$1K – – –
1
2
3

EAGG Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2019, worth a combined $115M — up 107% from $55.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EAGG positions and 4 closed out — a net gain of 14 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $25.1M. The largest seller was Jane Street, exiting entirely with an estimated $987K sold.

  • 50 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $115M of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2019, up 107% quarter-over-quarter.
  • 18 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +14 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2019 was Goldman Sachs, an estimated $25.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2019 was Jane Street, an estimated $987K sold.

Based on aggregated 13F filings for Q4 2019.