We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

196 hedge funds and large institutions have $1.23B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 16

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

16% more funds holding

Funds holding: 169 → 196 (+27)

16% more capital invested

Capital invested by funds: $1.06B → $1.23B (+$169M)

1.28% less ownership

Funds ownership: 82.39% → 81.11% (-1.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
107
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$52M
2
BlackRock
BlackRock
New York
+$32.4M
3
AA
Alesco Advisors
New York
+$20.1M
4
KeyBank National Association
KeyBank National Association
Ohio
+$13.8M
5
Jane Street
Jane Street
New York
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
2
WS
Wedbush Securities
California
-$9.99M
3
Creative Planning
Creative Planning
Kansas
-$4.61M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.51M
5
SFA
Sequoia Financial Advisors
Ohio
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$5.11M +$144K +2,589 +3%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$4.97M +$5.01M +90,100 New
AI
28
Accredited Investors
Minnesota
$4.9M +$749K +13,463 +18%
UBS Group
29
UBS Group
Switzerland
$4.63M +$155K +2,790 +3%
SC
30
Savant Capital
Illinois
$4.52M +$617K +11,085 +16%
Osaic Holdings
31
Osaic Holdings
Arizona
$4.35M +$758K +13,620 +21%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$4.29M +$493K +8,860 +13%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$4.19M +$427K +7,674 +11%
Barclays
34
Barclays
United Kingdom
$3.65M +$3.68M +66,165 New
RCS
35
Retirement Capital Strategies
California
$3.4M +$2.76M +49,626 +410%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$3.34M – – –
BC
37
Bartlett & Co
Ohio
$3.2M +$110K +1,981 +4%
BCWM
38
Bartlett & Co Wealth Management
Ohio
$3.2M +$110K +1,981 +4%
B
39
Barings
North Carolina
$3.09M +$3.12M +55,980 New
ASN
40
Advisory Services Network
Georgia
$2.98M +$123K +2,208 +4%
CFIA
41
Cantor Fitzgerald Investment Advisors
New York
$2.9M +$590K +10,605 +25%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.82M +$554K +9,953 +24%
OMC
43
Old Mission Capital
Illinois
$2.71M +$2.28M +40,900 +490%
AWA
44
Alaska Wealth Advisors
Alaska
$2.6M +$155K +2,783 +6%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.48M +$545K +9,797 +28%
PA
46
Parkside Advisors
California
$2.48M +$222K +3,995 +10%
BPA
47
Beacon Pointe Advisors
California
$2.47M +$841K +15,118 +51%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2.37M -$22.1K -397 -0.9%
BAAM
49
Baker Avenue Asset Management
California
$2.35M +$1.44M +25,813 +153%
PG
50
Prostatis Group
Maryland
$2.33M +$2.35M +42,237 New
1
2
3 4 5

EAGG Hedge Fund Activity: Q3 2021 in Review

196 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2021, worth a combined $1.23B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EAGG positions and 9 closed out — a net gain of 30 holders — while 107 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $52M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 196 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2021, up from 169 in Q2 2021.
  • Funds reported $1.23B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 39 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $52M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2021.