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iShares ESG Aware US Aggregate Bond ETF
EAGG

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

54% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 106

12% more funds holding

Funds holding: 326 → 365 (+39)

10% more capital invested

Capital invested by funds: $2.83B → $3.12B (+$291M)

0.1% more ownership

Funds ownership: 87.43% → 87.53% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.32%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$27.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$24.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.9M
5
MIS
Morningstar Investment Services
Illinois
+$11.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$28M
2
BlackRock
BlackRock
New York
-$14.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.61M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.47M
5
OWA
One Wealth Advisors
California
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$6.27M +$66.2K +1,445 +1%
ACA
52
Affinity Capital Advisors
California
$6.19M -$41.5K -907 -0.7%
BRIA
53
Balanced Rock Investment Advisors
Massachusetts
$6.14M +$5.89M +128,531 New
OWA
54
One Wealth Advisors
California
$5.63M -$3.74M -81,717 -41%
AWA
55
Alaska Wealth Advisors
Alaska
$5.36M -$33.7K -735 -0.7%
MWM
56
Mascoma Wealth Management
New Hampshire
$5.13M +$212K +4,640 +5%
HighTower Advisors
57
HighTower Advisors
Illinois
$4.76M -$1.09M -23,787 -19%
RSWM
58
Robertson Stephens Wealth Management
California
$4.57M +$1.65M +36,045 +60%
EWA
59
EP Wealth Advisors
California
$4.45M +$3.33M +72,780 +355%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$4.28M +$1.6M +34,914 +64%
AWS
61
Atria Wealth Solutions
New York
$4.02M -$162K -3,547 -4%
APW
62
Atlantic Private Wealth
North Carolina
$3.76M -$43.2K -944 -1%
HPFG
63
Hart & Patterson Financial Group
Massachusetts
$3.75M +$3.59M +78,479 New
US Bancorp
64
US Bancorp
Minnesota
$3.69M +$516K +11,273 +17%
Creative Planning
65
Creative Planning
Kansas
$3.62M -$114K -2,494 -3%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.59M +$377K +8,226 +12%
SA
67
Stewardship Advisors
Pennsylvania
$3.58M -$433K -9,448 -11%
GWM
68
Grand Wealth Management
Michigan
$3.41M +$912K +19,918 +39%
Mariner
69
Mariner
Kansas
$3.23M -$866K -18,912 -22%
TC
70
Trilogy Capital
California
$3.21M +$185K +4,046 +6%
BPA
71
Beacon Pointe Advisors
California
$3.13M -$1.2M -26,125 -29%
RJT
72
Raymond James Trust
Florida
$3.1M +$941K +20,560 +46%
BC
73
Bartlett & Co
Ohio
$2.97M +$131K +2,857 +5%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$2.97M +$131K +2,857 +5%
BWM
75
Baystate Wealth Management
Massachusetts
$2.95M +$1.48M +32,299 +110%
1 2
3
4 5

EAGG Hedge Fund Activity: Q4 2023 in Review

365 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2023, worth a combined $3.12B — up 10% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EAGG positions and 16 closed out — a net gain of 43 holders — while 163 added to existing stakes and 106 trimmed.

The largest buyer was Bank of America, adding an estimated $27.3M. The largest seller was Goldman Sachs, cutting an estimated $28M.

  • 365 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2023, up from 326 in Q3 2023.
  • Funds reported $3.12B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2023, up 10% quarter-over-quarter.
  • 59 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2023 and 16 closed out, a net change of +43 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2023 was Bank of America, an estimated $27.3M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2023 was Goldman Sachs, an estimated $28M sold.

Based on aggregated 13F filings for Q4 2023.