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iShares ESG Aware US Aggregate Bond ETF
EAGG

138 hedge funds and large institutions have $526M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 15

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $424M → $526M (+$103M)

16% more funds holding

Funds holding: 119 → 138 (+19)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.57% less ownership

Funds ownership: 71.34% → 70.77% (-0.57%)

Holders
138
Holders Change
+19
Holders Change %
+15.97%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
64
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$31.9M
2
Northern Trust
Northern Trust
Illinois
+$12.9M
3
Ameriprise
Ameriprise
Minnesota
+$6.92M
4
Jane Street
Jane Street
New York
+$6.47M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.07M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.95M
3
OMC
Old Mission Capital
Illinois
-$1.72M
4
CAN
Cetera Advisor Networks
California
-$1.31M
5
WP
WealthSource Partners
California
-$921K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.5M +$2.3M +40,745 +192%
Betterment LLC
27
Betterment LLC
New York
$3.29M +$3.28M +58,243 New
FNWM
28
Financial Network Wealth Management
Utah
$3.17M +$3.17M +56,162 New
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$3.06M +$1.71M +30,349 +128%
AI
30
Accredited Investors
Minnesota
$2.83M +$2.24M +39,688 +385%
SC
31
Savant Capital
Illinois
$2.61M +$713K +12,640 +38%
AC
32
Apella Capital
Connecticut
$2.6M +$864K +15,319 +50%
UBS Group
33
UBS Group
Switzerland
$2.42M +$764K +13,558 +46%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.11M -$1.95M -34,505 -48%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.04M +$479K +8,501 +31%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.95M +$217K +3,844 +13%
P
37
Palladiem
Pennsylvania
$1.92M +$1.91M +33,876 New
ASN
38
Advisory Services Network
Georgia
$1.73M +$130K +2,307 +8%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$1.69M +$411K +7,291 +32%
BC
40
Bartlett & Co
Ohio
$1.69M +$411K +7,291 +32%
AA
41
Alesco Advisors
New York
$1.65M +$785K +13,920 +92%
PA
42
Parkside Advisors
California
$1.32M +$755K +13,389 +135%
FEG
43
Fund Evaluation Group
Ohio
$1.31M – – –
RJA
44
Raymond James & Associates
Florida
$1.29M +$267K +4,741 +26%
ACA
45
Affinity Capital Advisors
California
$1.28M +$920K +16,312 +258%
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$1.18M -$2.99K -53 -0.3%
SCM
47
Stonehearth Capital Management
Massachusetts
$1.16M +$35.6K +631 +3%
MWM
48
Mascoma Wealth Management
New Hampshire
$1.13M +$1.13M +19,988 New
FANJ
49
Financial Architects (New Jersey)
New Jersey
$1.11M +$161K +2,853 +17%
VHAM
50
Van Hulzen Asset Management
California
$1M – – –
1
2
3 4 5

EAGG Hedge Fund Activity: Q4 2020 in Review

138 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2020, worth a combined $526M — up 24% from $424M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EAGG positions and 15 closed out — a net gain of 23 holders — while 64 added to existing stakes and 15 trimmed.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $31.9M. The largest seller was Envestnet Asset Management, cutting an estimated $22.3M.

  • 138 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2020, up from 119 in Q3 2020.
  • Funds reported $526M of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2020 and 15 closed out, a net change of +23 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $31.9M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2020.