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iShares ESG Aware US Aggregate Bond ETF
EAGG

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11% → 84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$7.27M +$698K +12,688 +10%
KL
27
KilterHowling LLC
Colorado
$6.57M +$6.55M +119,036 New
Creative Planning
28
Creative Planning
Kansas
$6.07M +$35K +637 +0.6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$5.91M +$1.62M +29,412 +38%
AF
30
Allworth Financial
California
$5.63M +$5.5M +99,892 +4,640%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$5.2M +$75.3K +1,369 +1%
AI
32
Accredited Investors
Minnesota
$5.06M +$153K +2,782 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.03M +$833K +15,147 +20%
SC
34
Savant Capital
Illinois
$4.8M +$280K +5,086 +6%
UBS Group
35
UBS Group
Switzerland
$4.72M +$86.7K +1,575 +2%
Osaic Holdings
36
Osaic Holdings
Arizona
$4.54M +$188K +3,412 +4%
B
37
Barings
North Carolina
$4.41M +$1.32M +23,914 +43%
Truist Financial
38
Truist Financial
North Carolina
$3.78M +$1.63M +29,670 +77%
AWA
39
Alaska Wealth Advisors
Alaska
$3.56M +$946K +17,188 +36%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.45M +$624K +11,343 +22%
BC
41
Bartlett & Co
Ohio
$3.33M +$119K +2,171 +4%
BCWM
42
Bartlett & Co Wealth Management
Ohio
$3.33M +$119K +2,171 +4%
APW
43
Atlantic Private Wealth
North Carolina
$3.3M +$3.29M +59,735 New
RCS
44
Retirement Capital Strategies
California
$3.29M -$114K -2,077 -3%
5L
45
55I LLC
Massachusetts
$3.29M +$1.95M +35,401 +147%
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$3.27M +$368K +6,684 +13%
Wealthfront Advisers
47
Wealthfront Advisers
California
$3.22M +$1.07M +19,469 +50%
PG
48
Prostatis Group
Maryland
$3.19M +$856K +15,556 +37%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.88M +$509K +9,243 +22%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$2.88M +$2.37M +43,066 +471%
1
2
3 4 5

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.