We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 62

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $2.53B → $2.83B (+$301M)

3% more funds holding

Funds holding: 316 → 326 (+10)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.13% less ownership

Funds ownership: 87.56% → 87.43% (-0.13%)

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$135M
2
JP Morgan Chase
JP Morgan Chase
New York
+$61.3M
3
Goldman Sachs
Goldman Sachs
New York
+$29M
4
Bank of America
Bank of America
North Carolina
+$24.8M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$18.7M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.6M
2
Jane Street
Jane Street
New York
-$18.1M
3
PP
Prudential plc
United Kingdom
-$4.2M
4
OMC
Old Mission Capital
Illinois
-$3.46M
5
BlackRock
BlackRock
New York
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$13M +$3.96M +85,460 +42%
DWM
27
Destination Wealth Management
California
$12.7M +$400K +8,617 +3%
B
28
Barings
North Carolina
$12.5M – – –
MIS
29
Morningstar Investment Services
Illinois
$12.2M +$676K +14,568 +6%
FNWM
30
Financial Network Wealth Management
Utah
$11M +$1.35M +29,018 +13%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$9.94M +$722K +15,569 +8%
NL
32
NEPC LLC
Massachusetts
$9.51M – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$9.26M +$163K +3,510 +2%
OWA
34
One Wealth Advisors
California
$9.04M +$4.81M +103,734 +108%
PAS
35
Park Avenue Securities
New York
$8.71M +$471K +10,145 +6%
AC
36
Apella Capital
Connecticut
$8.39M +$433K +9,323 +5%
SC
37
Savant Capital
Illinois
$8.3M +$1.05M +22,712 +14%
WB
38
WesBanco Bank
West Virginia
$8.21M +$62.8K +1,354 +0.8%
FWI
39
Facet Wealth Inc
Maryland
$7.61M +$1.84M +39,626 +30%
UBS Group
40
UBS Group
Switzerland
$7.49M -$115K -2,488 -1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$7.25M +$665K +14,333 +10%
Truist Financial
42
Truist Financial
North Carolina
$6.95M +$160K +3,440 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$6.71M +$925K +19,939 +16%
AI
44
Accredited Investors
Minnesota
$6.2M +$156K +3,360 +3%
Pictet Asset Management
45
Pictet Asset Management
Switzerland
$6.14M +$6.29M +135,482 New
DAS
46
Dynamic Advisor Solutions
Arizona
$5.92M +$636K +13,702 +12%
ACA
47
Affinity Capital Advisors
California
$5.91M +$4.84M +104,223 +397%
Wealthfront Advisers
48
Wealthfront Advisers
California
$5.9M +$293K +6,307 +5%
CAN
49
Cetera Advisor Networks
California
$5.88M +$3.81M +82,157 +172%
HighTower Advisors
50
HighTower Advisors
Illinois
$5.6M +$1.58M +33,972 +38%
1
2
3 4 5

EAGG Hedge Fund Activity: Q3 2023 in Review

326 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2023, worth a combined $2.83B — up 12% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new EAGG positions and 18 closed out — a net gain of 16 holders — while 191 added to existing stakes and 62 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $135M. The largest seller was Envestnet Asset Management, cutting an estimated $22.6M.

  • 326 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2023, up from 316 in Q2 2023.
  • Funds reported $2.83B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 34 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2023 and 18 closed out, a net change of +16 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $135M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2023.