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iShares ESG Aware US Aggregate Bond ETF
EAGG

158 hedge funds and large institutions have $933M invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 13

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

77% more capital invested

Capital invested by funds: $526M → $933M (+$407M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 138 → 158 (+20)

8.78% more ownership

Funds ownership: 70.77% → 79.54% (+8.8%)

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
91
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$335M
2
Goldman Sachs
Goldman Sachs
New York
+$20.8M
3
M&T Bank
M&T Bank
New York
+$13.3M
4
Northern Trust
Northern Trust
Illinois
+$12.8M
5
FNWM
Financial Network Wealth Management
Utah
+$9.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
2
Jane Street
Jane Street
New York
-$7.37M
3
RCS
Retirement Capital Strategies
California
-$3.95M
4
FI
FormulaFolio Investments
Michigan
-$3.85M
5
LPL Financial
LPL Financial
California
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$3.76M +$3.56M +64,189 +1,425%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$3.52M -$180K -3,249 -5%
AI
28
Accredited Investors
Minnesota
$3.5M +$777K +14,026 +28%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.23M +$1.21M +21,834 +59%
SC
30
Savant Capital
Illinois
$3.13M +$619K +11,172 +24%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.9M +$939K +16,931 +47%
LPL Financial
32
LPL Financial
California
$2.88M -$2.35M -42,436 -45%
ASN
33
Advisory Services Network
Georgia
$2.71M +$1.06M +19,056 +62%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.53M +$1.89M +34,137 +282%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.45M +$2.49M +44,837 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$2.31M – – –
ACA
37
Affinity Capital Advisors
California
$2.05M +$819K +14,767 +65%
CAN
38
Cetera Advisor Networks
California
$2M +$2.02M +36,460 New
AA
39
Alesco Advisors
New York
$1.96M +$376K +6,780 +23%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.94K +35 +0.1%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.68M +$1.5M +27,109 +743%
BC
42
Bartlett & Co
Ohio
$1.66M +$32.2K +580 +2%
BCWM
43
Bartlett & Co Wealth Management
Ohio
$1.66M +$32.2K +580 +2%
PA
44
Parkside Advisors
California
$1.62M +$352K +6,355 +27%
EGWAG
45
Elwood & Goetz Wealth Advisory Group
Georgia
$1.59M +$956K +17,240 +146%
FG
46
Foster Group
Iowa
$1.52M +$1.54M +27,741 New
BPA
47
Beacon Pointe Advisors
California
$1.47M +$842K +15,192 +130%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$1.36M +$283K +5,103 +26%
TC
49
Trilogy Capital
California
$1.28M +$489K +8,825 +60%
EFSCE
50
Enterprise Financial Services Corp (EFSC)
Missouri
$1.28M +$139K +2,502 +12%
1
2
3 4 5

EAGG Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2021, worth a combined $933M — up 77% from $526M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EAGG positions and 12 closed out — a net gain of 23 holders — while 91 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was Citadel Advisors, cutting an estimated $11.5M.

  • 158 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2021, up from 138 in Q4 2020.
  • Funds reported $933M of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2021, up 77% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2021 and 12 closed out, a net change of +23 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $335M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2021.