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iShares ESG Aware US Aggregate Bond ETF
EAGG

138 hedge funds and large institutions have $526M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 15

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

24% more capital invested

Capital invested by funds: $424M → $526M (+$103M)

16% more funds holding

Funds holding: 119 → 138 (+19)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.57% less ownership

Funds ownership: 71.34% → 70.77% (-0.57%)

Holders
138
Holders Change
+19
Holders Change %
+15.97%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
64
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$31.9M
2
Northern Trust
Northern Trust
Illinois
+$12.9M
3
Ameriprise
Ameriprise
Minnesota
+$6.92M
4
Jane Street
Jane Street
New York
+$6.47M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.07M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.95M
3
OMC
Old Mission Capital
Illinois
-$1.72M
4
CAN
Cetera Advisor Networks
California
-$1.31M
5
WP
WealthSource Partners
California
-$921K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$406K +$49.7K +882 +14%
M&T Bank
77
M&T Bank
New York
$401K -$30.1K -534 -7%
AAP
78
Arax Advisory Partners
Colorado
$391K – – –
AssetMark Inc
79
AssetMark Inc
California
$367K – – –
JFA
80
JNBA Financial Advisors
Minnesota
$352K +$115K +2,043 +49%
EPP
81
ETF Portfolio Partners
Kansas
$351K +$958 +17 +0.3%
BDFN
82
Bond & Devick Financial Network
Minnesota
$351K +$350K +6,212 New
BC
83
Brio Consultants
California
$335K -$3.55K -63 -1%
WP
84
WealthSource Partners
California
$325K -$921K -16,342 -74%
CL
85
CPWM LLC
Washington
$320K +$106K +1,887 +50%
CWM
86
Cranbrook Wealth Management
Michigan
$315K +$46.9K +832 +18%
DT
87
Diversified Trust
Tennessee
$295K +$295K +5,225 New
GW
88
GW & Wade
Massachusetts
$278K +$277K +4,919 New
RW
89
REDW Wealth
New Mexico
$272K +$5.64K +100 +2%
BIA
90
Bigelow Investment Advisors
Maine
$270K +$23.1K +410 +9%
CIAS
91
CFS Investment Advisory Services
New Jersey
$265K +$265K +4,695 New
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$258K -$70.2K -1,246 -21%
BBA
93
BLB&B Advisors
Pennsylvania
$255K +$26.7K +473 +12%
KeyBank National Association
94
KeyBank National Association
Ohio
$255K +$254K +4,503 New
ATWA
95
Arbor Trust Wealth Advisors
Michigan
$246K – – –
G
96
GenTrust
Florida
$246K +$245K +4,348 New
V
97
Veritable
Delaware
$240K – – –
CFG
98
Cooper Financial Group
California
$231K -$12.4K -220 -5%
T
99
TrueFG
Texas
$229K +$229K +4,056 New
MNG
100
Manning & Napier Group
New York
$219K – – –
2 3
4
5 6

EAGG Hedge Fund Activity: Q4 2020 in Review

138 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2020, worth a combined $526M — up 24% from $424M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EAGG positions and 15 closed out — a net gain of 23 holders — while 64 added to existing stakes and 15 trimmed.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $31.9M. The largest seller was Envestnet Asset Management, cutting an estimated $22.3M.

  • 138 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2020, up from 119 in Q3 2020.
  • Funds reported $526M of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2020 and 15 closed out, a net change of +23 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $31.9M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q4 2020.