We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

87 hedge funds and large institutions have $190M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

21% more capital invested

Capital invested by funds: $157M → $190M (+$33.1M)

18% more funds holding

Funds holding: 74 → 87 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.58% less ownership

Funds ownership: 66.83% → 61.25% (-5.6%)

Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
36
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$19.7M
2
Bank of America
Bank of America
North Carolina
+$9.63M
3
JP Morgan Chase
JP Morgan Chase
New York
+$9.17M
4
Goldman Sachs
Goldman Sachs
New York
+$4.72M
5
Ameriprise
Ameriprise
Minnesota
+$3.18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22M
2
Jane Street
Jane Street
New York
-$8.44M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.57M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
51
Pure Financial Advisors
California
$395K +$391K +6,990 New
EH
52
Equitable Holdings
New York
$394K +$390K +6,961 New
WB
53
WesBanco Bank
West Virginia
$386K – – –
EPP
54
ETF Portfolio Partners
Kansas
$360K +$357K +6,370 New
SFA
55
Sequoia Financial Advisors
Ohio
$356K +$353K +6,299 New
SFO
56
Stokes Family Office
Louisiana
$350K +$347K +6,190 New
TIA
57
Traphagen Investment Advisors
New Jersey
$326K -$4.99K -89 -2%
TC
58
Trilogy Capital
California
$299K +$294K +5,254 New
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$52.1K -931 -15%
EGWAG
60
Elwood & Goetz Wealth Advisory Group
Georgia
$286K +$78.6K +1,403 +38%
RA
61
RFG Advisory
Alabama
$279K +$34.6K +618 +14%
BC
62
Brio Consultants
California
$275K +$272K +4,865 New
PAS
63
Park Avenue Securities
New York
$263K +$260K +4,651 New
ATWA
64
Arbor Trust Wealth Advisors
Michigan
$246K – – –
CWM
65
Cranbrook Wealth Management
Michigan
$245K +$19.8K +354 +9%
RW
66
REDW Wealth
New Mexico
$244K +$7.45K +133 +3%
BIA
67
Bigelow Investment Advisors
Maine
$238K +$235K +4,200 New
JFA
68
JNBA Financial Advisors
Minnesota
$236K +$193K +3,440 +464%
FFN
69
Focus Financial Network
Minnesota
$212K +$210K +3,747 New
FCIM
70
Fairview Capital Investment Management
California
$207K – – –
WIA
71
World Investment Advisors
California
$204K -$43.3K -773 -18%
TAIM
72
TD Ameritrade Investment Management
Nebraska
$167K +$11K +197 +7%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$142K – – –
AF
74
Advisornet Financial
Minnesota
$98K +$560 +10 +0.6%
TF
75
TimeScale Financial
Massachusetts
$81K -$87.7K -1,566 -52%
1 2
3
4

EAGG Hedge Fund Activity: Q2 2020 in Review

87 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2020, worth a combined $190M — up 21% from $157M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EAGG positions and 11 closed out — a net gain of 13 holders — while 36 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $19.7M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.

  • 87 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2020, up from 74 in Q1 2020.
  • Funds reported $190M of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 24 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2020 and 11 closed out, a net change of +13 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2020 was BlackRock, an estimated $19.7M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2020.