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iShares ESG Aware US Aggregate Bond ETF

399 hedge funds and large institutions have $3.02B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 96

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

7% more funds holding

Funds holding: 372399 (+27)

1% more capital invested

Capital invested by funds: $3B → $3.02B (+$19.4M)

0.32% less ownership

Funds ownership: 83.11%82.79% (-0.32%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
399
Holders Change
+27
Holders Change %
+7.26%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
198
Reduced
96
Closed
31
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$15.7M -$7.45M -157,693 -32%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$15.1M +$867K +18,352 +6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$14.8M +$86.3K +1,827 +0.6%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$14.3M +$2.11M +44,682 +17%
UBS Group
30
UBS Group
Switzerland
$13.9M -$460K -9,739 -3%
DWM
31
Destination Wealth Management
California
$12.9M +$433K +9,159 +3%
SC
32
Savant Capital
Illinois
$11.5M +$1.01M +21,365 +9%
Morgan Stanley
33
Morgan Stanley
New York
$11.2M +$18.4K +390 +0.2%
DL
34
DOHJ LLC
Washington
$10.5M +$976K +20,666 +10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$10.4M +$2.68M +56,642 +34%
FWI
36
Facet Wealth Inc
Maryland
$10.1M +$297K +6,297 +3%
WB
37
WesBanco Bank
West Virginia
$10M +$337K +7,134 +3%
Mariner
38
Mariner
Kansas
$9.99M +$1.45M +30,662 +17%
Osaic Holdings
39
Osaic Holdings
Arizona
$9.48M -$518K -10,966 -5%
JAA
40
Joel Adams & Associates
North Carolina
$9.45M +$9.61M +203,471 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.45M +$539K +11,404 +6%
Financial Engines Advisors
42
Financial Engines Advisors
California
$9.36M +$2.82M +59,682 +42%
AC
43
Apella Capital
Connecticut
$9.02M +$341K +7,220 +4%
WIA
44
World Investment Advisors
California
$8.71M -$127K -2,682 -1%
AI
45
Accredited Investors
Minnesota
$8.63M -$141K -2,988 -2%
MG
46
Mather Group
Illinois
$8.52M +$407K +8,618 +5%
ACA
47
Affinity Capital Advisors
California
$8.48M +$318K +6,735 +4%
GEM
48
Global Endowment Management
North Carolina
$8.35M +$8.49M +179,779 New
Truist Financial
49
Truist Financial
North Carolina
$7.9M +$195K +4,129 +2%
MWM
50
Mascoma Wealth Management
New Hampshire
$7.55M -$83.3K -1,763 -1%

EAGG Hedge Fund Activity: Q4 2024 in Review

399 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2024, worth a combined $3.02B — up 0.65% from $3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EAGG positions and 31 closed out — a net gain of 32 holders — while 198 added to existing stakes and 96 trimmed.

The largest buyer was Bank of America, adding an estimated $96.1M. The largest seller was BlackRock, cutting an estimated $27.6M.

  • 399 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2024, up from 372 in Q3 2024.
  • Funds reported $3.02B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2024, up 0.65% quarter-over-quarter.
  • 63 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2024 and 31 closed out, a net change of +32 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2024 was Bank of America, an estimated $96.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2024 was BlackRock, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2024.