We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11% → 84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$2.8M +$590K +10,716 +27%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.74M +$258K +4,688 +10%
ASN
53
Advisory Services Network
Georgia
$2.71M -$276K -5,023 -9%
EGWAG
54
Elwood & Goetz Wealth Advisory Group
Georgia
$2.7M +$663K +12,044 +33%
BPC
55
Banque Pictet & Cie
Switzerland
$2.53M +$2.53M +45,900 New
BAAM
56
Baker Avenue Asset Management
California
$2.46M +$107K +1,940 +5%
BPA
57
Beacon Pointe Advisors
California
$2.35M -$119K -2,156 -5%
ACA
58
Affinity Capital Advisors
California
$2.23M +$218K +3,970 +11%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$2.22M – – –
CAN
60
Cetera Advisor Networks
California
$2.2M +$75.5K +1,372 +4%
QCM
61
Quest Capital Management
Texas
$2.19M – – –
RJT
62
Raymond James Trust
Florida
$2.14M – – –
RFA
63
RTD Financial Advisors
Pennsylvania
$2.1M +$2.1M +38,112 New
TC
64
Trilogy Capital
California
$2.1M +$47.3K +860 +2%
GWM
65
Grand Wealth Management
Michigan
$2.1M +$2.09M +37,955 New
LSAG
66
Lake Street Advisors Group
New Hampshire
$2.04M +$7.26K +132 +0.4%
CT
67
Cambridge Trust
Massachusetts
$1.98M +$658K +11,958 +50%
CHP
68
Cable Hill Partners
Oregon
$1.97M +$1.05M +19,099 +115%
PA
69
Parkside Advisors
California
$1.87M -$610K -11,089 -25%
FANJ
70
Financial Architects (New Jersey)
New Jersey
$1.86M +$252K +4,576 +16%
BAM
71
Baldrige Asset Management
Pennsylvania
$1.82M +$404K +7,343 +29%
RJA
72
Raymond James & Associates
Florida
$1.78M +$311K +5,648 +21%
FG
73
Foster Group
Iowa
$1.74M -$17.3K -315 -1%
MWM
74
Mascoma Wealth Management
New Hampshire
$1.69M +$610K +11,087 +57%
OWA
75
One Wealth Advisors
California
$1.62M +$934K +16,973 +137%
1 2
3
4 5

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.