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iShares ESG Aware US Aggregate Bond ETF
EAGG

74 hedge funds and large institutions have $157M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

48% more funds holding

Funds holding: 50 → 74 (+24)

37% more capital invested

Capital invested by funds: $115M → $157M (+$42.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.46% less ownership

Funds ownership: 73.29% → 66.83% (-6.5%)

Holders
74
Holders Change
+24
Holders Change %
+48%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
32
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$8.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.07M
3
Goldman Sachs
Goldman Sachs
New York
+$4.07M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.58M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.54M

Top Sellers

1
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$736K
2
SA
Stewardship Advisors
Pennsylvania
-$299K
3
WS
Wedbush Securities
California
-$160K
4
AA
Alesco Advisors
New York
-$69.5K
5
ACM
Anfield Capital Management
California
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
51
REDW Wealth
New Mexico
$231K +$228K +4,176 New
CWM
52
Cranbrook Wealth Management
Michigan
$221K +$32.5K +596 +18%
AssetMark Inc
53
AssetMark Inc
California
$213K +$48K +880 +30%
EGWAG
54
Elwood & Goetz Wealth Advisory Group
Georgia
$203K +$200K +3,661 New
FCIM
55
Fairview Capital Investment Management
California
$203K +$200K +3,675 New
TF
56
TimeScale Financial
Massachusetts
$165K +$163K +2,993 New
TAIM
57
TD Ameritrade Investment Management
Nebraska
$153K +$30.8K +566 +26%
TPWA
58
TRUE Private Wealth Advisors
Oregon
$139K +$100K +1,840 +271%
AF
59
Advisornet Financial
Minnesota
$95K +$63.8K +1,170 +215%
SPIA
60
Steward Partners Investment Advisory
New York
$84K -$1.42K -26 -2%
SFS
61
Sowell Financial Services
Arkansas
$42K +$164 +3 +0.4%
JFA
62
JNBA Financial Advisors
Minnesota
$41K +$40.4K +742 New
MWM
63
MBE Wealth Management
Wisconsin
$37K +$37.2K +682 New
BBA
64
Braun-Bostich & Associates
Pennsylvania
$23K -$6.59K -121 -23%
RCA
65
Rowland Carmichael Advisors
Arizona
$23K -$6.43K -118 -22%
RWG
66
Regal Wealth Group
California
$17K – – –
AIC
67
Ameritas Investment Company
Nebraska
$17K +$16.2K +298 New
IA
68
IFP Advisors
Florida
$9K +$9.38K +172 New
BlackRock
69
BlackRock
New York
$8K -$1.09K -20 -12%
PP
70
Pacifica Partners
Canada
$7K – – –
CGI
71
Cougar Global Investments
Ontario, Canada
$6K -$3.87K -71 -40%
NFG
72
Next Financial Group
Texas
$3K +$2.83K +52 New
FCA
73
FinTrust Capital Advisors
South Carolina
$1K – – –
BCM
74
Bourgeon Capital Management
Connecticut
$1K +$1.36K +25 New
ACM
75
Anfield Capital Management
California
– -$22K -409 Closed
1 2
3
4

EAGG Hedge Fund Activity: Q1 2020 in Review

74 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2020, worth a combined $157M — up 37% from $115M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EAGG positions and 1 closed out — a net gain of 26 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.3M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $736K.

  • 74 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2020, up from 50 in Q4 2019.
  • Funds reported $157M of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2020, up 37% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2020 and 1 closed out, a net change of +26 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $8.3M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2020 was Patriot Financial Group Insurance Agency, an estimated $736K sold.

Based on aggregated 13F filings for Q1 2020.