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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
FHB
76
First Hawaiian Bank
Hawaii
$724K +$12.7K +232 +2%
JFA
77
JNBA Financial Advisors
Minnesota
$689K -$10.9K -199 -2%
BWM
78
Baystate Wealth Management
Massachusetts
$689K +$152K +2,762 +28%
WSTAM
79
Wilbanks Smith & Thomas Asset Management
Virginia
$688K -$75.1K -1,368 -10%
RCS
80
Retirement Capital Strategies
California
$670K – – –
MNG
81
Manning & Napier Group
New York
$641K – – –
BMD
82
Better Money Decisions
New Mexico
$615K +$251K +4,563 +70%
BC
83
Brio Consultants
California
$606K +$148K +2,699 +33%
WFAG
84
Wescott Financial Advisory Group
Pennsylvania
$579K +$131K +2,394 +30%
ST
85
Spinnaker Trust
Maine
$558K +$56K +1,019 +11%
RFC
86
Regions Financial Corp
Alabama
$552K -$18.7K -341 -3%
BBW
87
Blue Barn Wealth
Utah
$542K +$538K +9,794 New
HWMA
88
Heritage Wealth Management (Arizona)
Arizona
$541K +$92.5K +1,685 +21%
BBA
89
BLB&B Advisors
Pennsylvania
$537K +$106K +1,936 +25%
HGWM
90
Harvest Group Wealth Management
Massachusetts
$509K +$220K +4,004 +77%
TPCW
91
TD Private Client Wealth
New York
$508K +$177K +3,224 +54%
CL
92
CPWM LLC
Washington
$508K +$194K +3,524 +62%
SVWAG
93
Sound View Wealth Advisors Group
Georgia
$505K +$501K +9,121 New
MAM
94
MMA Asset Management
Pennsylvania
$504K +$1.37K +25 +0.3%
TIA
95
Traphagen Investment Advisors
New Jersey
$492K +$274K +4,993 New
OMC
96
Old Mission Capital
Illinois
$462K -$7.38M -134,293 -94%
DADC
97
D.A. Davidson & Co
Montana
$449K +$8.57K +156 +2%
EPP
98
ETF Portfolio Partners
Kansas
$448K +$34.2K +623 +8%
CFG
99
Citizens Financial Group
Rhode Island
$438K -$207K -3,774 -32%
SFA
100
Sequoia Financial Advisors
Ohio
$425K +$27.5K +500 +7%
2 3
4
5 6

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.