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iShares ESG Aware US Aggregate Bond ETF
EAGG

169 hedge funds and large institutions have $1.06B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $933M → $1.06B (+$131M)

7% more funds holding

Funds holding: 158 → 169 (+11)

2.85% more ownership

Funds ownership: 79.54% → 82.39% (+2.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
87
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$39.6M
2
Goldman Sachs
Goldman Sachs
New York
+$22.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
Northern Trust
Northern Trust
Illinois
+$11.1M
5
Creative Planning
Creative Planning
Kansas
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
SA
Stewardship Advisors
Pennsylvania
-$8.81M
2
Ameriprise
Ameriprise
Minnesota
-$7.77M
3
OMC
Old Mission Capital
Illinois
-$7.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
5
LPL Financial
LPL Financial
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
51
Foster Group
Iowa
$1.73M +$196K +3,576 +13%
BPA
52
Beacon Pointe Advisors
California
$1.64M +$155K +2,818 +10%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$1.6M +$228K +4,151 +17%
AWA
54
Arkadios Wealth Advisors
Georgia
$1.59M +$1.58M +28,762 New
RJA
55
Raymond James & Associates
Florida
$1.5M +$229K +4,167 +18%
DAS
56
Dynamic Advisor Solutions
Arizona
$1.42M +$668K +12,164 +90%
BAM
57
Baldrige Asset Management
Pennsylvania
$1.31M +$280K +5,098 +27%
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$1.3M +$3.46K +63 +0.3%
SCM
59
Stonehearth Capital Management
Massachusetts
$1.23M – – –
P
60
Palladiem
Pennsylvania
$1.17M -$38.3K -697 -3%
FEG
61
Fund Evaluation Group
Ohio
$1.16M -$118K -2,153 -9%
HI
62
Harbour Investments
Wisconsin
$1.15M -$65.5K -1,192 -5%
FMN
63
Financial Management Network
California
$1.12M +$290K +5,278 +35%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$1.11M -$167K -3,034 -13%
BCI
65
Brinker Capital Investments
Pennsylvania
$1.05M +$267K +4,864 +34%
Truist Financial
66
Truist Financial
North Carolina
$1.04M -$167K -3,034 -14%
Wealthfront Advisers
67
Wealthfront Advisers
California
$1.01M +$1M +18,256 New
MWM
68
Mascoma Wealth Management
New Hampshire
$990K +$102K +1,856 +12%
Stifel Financial
69
Stifel Financial
Missouri
$964K +$116K +2,118 +14%
ODIJL
70
One Day In July LLC
Vermont
$961K +$288K +5,244 +43%
BAAM
71
Baker Avenue Asset Management
California
$931K +$925K +16,840 New
BAM
72
Brave Asset Management
New Jersey
$900K -$53.2K -968 -6%
MML Investors Services
73
MML Investors Services
Massachusetts
$892K +$109K +1,989 +14%
PA
74
Parallel Advisors
California
$846K -$27.2K -496 -3%
RA
75
RFG Advisory
Alabama
$814K +$6.15K +112 +0.8%
1 2
3
4 5

EAGG Hedge Fund Activity: Q2 2021 in Review

169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2021, worth a combined $1.06B — up 14% from $933M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EAGG positions and 16 closed out — a net gain of 12 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Stewardship Advisors, cutting an estimated $8.81M.

  • 169 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $1.06B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 28 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2021 and 16 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $39.6M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2021 was Stewardship Advisors, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2021.