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iShares ESG Aware US Aggregate Bond ETF
EAGG

169 hedge funds and large institutions have $1.06B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $933M → $1.06B (+$131M)

7% more funds holding

Funds holding: 158 → 169 (+11)

2.85% more ownership

Funds ownership: 79.54% → 82.39% (+2.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
87
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$39.6M
2
Goldman Sachs
Goldman Sachs
New York
+$22.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
Northern Trust
Northern Trust
Illinois
+$11.1M
5
Creative Planning
Creative Planning
Kansas
+$10.6M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
-$8.81M
2
Ameriprise
Ameriprise
Minnesota
-$7.77M
3
OMC
Old Mission Capital
Illinois
-$7.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
5
LPL Financial
LPL Financial
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Accredited Investors
Minnesota
$4.17M +$625K +11,378 +18%
SC
27
Savant Capital
Illinois
$3.92M +$745K +13,574 +24%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.81M +$871K +15,861 +30%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.78M +$217K +3,955 +6%
WB
30
WesBanco Bank
West Virginia
$3.69M +$3.01M +54,841 +462%
Osaic Holdings
31
Osaic Holdings
Arizona
$3.62M +$338K +6,150 +10%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$3.1M +$1.41M +25,704 +85%
BC
33
Bartlett & Co
Ohio
$3.1M +$1.41M +25,704 +85%
SA
34
Stewardship Advisors
Pennsylvania
$2.95M -$8.81M -160,363 -75%
ASN
35
Advisory Services Network
Georgia
$2.87M +$121K +2,211 +4%
AWA
36
Alaska Wealth Advisors
Alaska
$2.46M +$2.44M +44,452 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.4M +$489K +8,901 +26%
CFIA
38
Cantor Fitzgerald Investment Advisors
New York
$2.33M +$2.31M +42,042 New
HighTower Advisors
39
HighTower Advisors
Illinois
$2.28M +$578K +10,516 +34%
PA
40
Parkside Advisors
California
$2.26M +$619K +11,268 +38%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$2.22M – – –
EGWAG
42
Elwood & Goetz Wealth Advisory Group
Georgia
$2.17M +$560K +10,203 +35%
AA
43
Alesco Advisors
New York
$2.06M +$71.4K +1,300 +4%
LSAG
44
Lake Street Advisors Group
New Hampshire
$2.04M +$2.02M +36,766 New
TAIM
45
TD Ameritrade Investment Management
Nebraska
$2.01M +$1.09M +19,825 +120%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M -$604K -10,997 -24%
TC
47
Trilogy Capital
California
$1.91M +$601K +10,938 +47%
CAN
48
Cetera Advisor Networks
California
$1.89M -$123K -2,237 -6%
LPL Financial
49
LPL Financial
California
$1.8M -$1.11M -20,227 -38%
ACA
50
Affinity Capital Advisors
California
$1.78M -$284K -5,178 -14%
1
2
3 4 5

EAGG Hedge Fund Activity: Q2 2021 in Review

169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2021, worth a combined $1.06B — up 14% from $933M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EAGG positions and 16 closed out — a net gain of 12 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Stewardship Advisors, cutting an estimated $8.81M.

  • 169 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $1.06B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 28 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2021 and 16 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $39.6M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2021 was Stewardship Advisors, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2021.