iShares ESG Aware US Aggregate Bond ETF
EAGG
50 hedge funds and large institutions have $115M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 4 closing their positions.
1,050% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 2
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
107% more capital invested
Capital invested by funds: $55.4M → $115M (+$59.2M)
32% more funds holding
Funds holding: 38 → 50 (+12)
9.84% more ownership
Funds ownership: 63.45% → 73.29% (+9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$25.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.2M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$1.23M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.08M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$926K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$987K |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$58K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.5K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$16K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$987K | -18,209 | Closed |
|
|
FAAS
52
First Allied Advisory Services
San Diego,
California
| – | -$58K | -1,069 | Closed |
|
|
AIC
53
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$16K | -298 | Closed |
|
54
Wells Fargo
San Francisco,
California
| – | -$54 | -1 | Closed |
|
EAGG Hedge Fund Activity: Q4 2019 in Review
50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2019, worth a combined $115M — up 107% from $55.4M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EAGG positions and 4 closed out — a net gain of 14 holders — while 23 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $25.1M. The largest seller was Jane Street, exiting entirely with an estimated $987K sold.
- 50 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2019, up from 38 in Q3 2019.
- Funds reported $115M of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2019, up 107% quarter-over-quarter.
- 18 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2019 and 4 closed out, a net change of +14 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2019 was Goldman Sachs, an estimated $25.1M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2019 was Jane Street, an estimated $987K sold.
Based on aggregated 13F filings for Q4 2019.