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iShares ESG Aware US Aggregate Bond ETF
EAGG

364 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 117

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

1% more funds holding

Funds holding: 362 → 364 (+2)

3.27% less ownership

Funds ownership: 86.13% → 82.86% (-3.3%)

10% less capital invested

Capital invested by funds: $3.09B → $2.77B (-$321M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
38
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$19.1M
2
Jane Street
Jane Street
New York
+$15.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$15M
4
Bank of America
Bank of America
North Carolina
+$11M
5
Morgan Stanley
Morgan Stanley
New York
+$10.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$367M
2
BlackRock
BlackRock
New York
-$17.1M
3
OWA
One Wealth Advisors
California
-$5.58M
4
SAG
SageView Advisory Group
California
-$3.23M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$7.06M -$935K -20,170 -12%
ACA
52
Affinity Capital Advisors
California
$6.95M +$281K +6,052 +4%
MWM
53
Mascoma Wealth Management
New Hampshire
$6.66M +$963K +20,770 +17%
BRIA
54
Balanced Rock Investment Advisors
Massachusetts
$6.48M +$626K +13,497 +11%
Pictet Asset Management
55
Pictet Asset Management
Switzerland
$6.2M +$6.17M +133,089 New
PAS
56
Park Avenue Securities
New York
$6.06M -$371K -8,002 -6%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.84M -$237K -5,119 -4%
HighTower Advisors
58
HighTower Advisors
Illinois
$5.54M +$45.3K +978 +0.8%
AWA
59
Alaska Wealth Advisors
Alaska
$5.41M -$411K -8,857 -7%
SA
60
Stewardship Advisors
Pennsylvania
$4.82M +$1.27M +27,416 +36%
RSWM
61
Robertson Stephens Wealth Management
California
$4.66M -$158K -3,416 -3%
SHGA
62
Sand Hill Global Advisors
California
$4.57M -$42.4K -914 -0.9%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$4.55M +$4.53M +97,706 New
Citadel Advisors
64
Citadel Advisors
Florida
$3.87M +$3.19M +68,805 +484%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.76M +$204K +4,411 +6%
APW
66
Atlantic Private Wealth
North Carolina
$3.68M +$788 +17 +0%
AWS
67
Atria Wealth Solutions
New York
$3.61M +$66.9K +1,444 +2%
Creative Planning
68
Creative Planning
Kansas
$3.58M -$12.4K -268 -0.3%
SPIA
69
Steward Partners Investment Advisory
New York
$3.57M +$52.6K +1,135 +2%
BPA
70
Beacon Pointe Advisors
California
$3.39M +$218K +4,697 +7%
TC
71
Trilogy Capital
California
$3.12M +$133K +2,875 +4%
RJT
72
Raymond James Trust
Florida
$3.03M – – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$2.97M +$31K +668 +1%
BFA
74
Bluestem Financial Advisors
Illinois
$2.95M +$654K +14,106 +29%
CFIA
75
Cantor Fitzgerald Investment Advisors
New York
$2.88M +$160K +3,441 +6%
1 2
3
4 5

EAGG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2024, worth a combined $2.77B — down 10% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EAGG positions and 29 closed out — a net gain of 9 holders — while 167 added to existing stakes and 117 trimmed.

The largest buyer was Betterment LLC, adding an estimated $19.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $367M.

  • 364 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.77B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2024 and 29 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $19.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2024.