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iShares ESG Aware US Aggregate Bond ETF

196 hedge funds and large institutions have $1.23B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 16

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

16% more funds holding

Funds holding: 169196 (+27)

16% more capital invested

Capital invested by funds: $1.06B → $1.23B (+$169M)

1.28% less ownership

Funds ownership: 82.39%81.11% (-1.3%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
107
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$1.13M -$20.1K -362 -2%
BCI
77
Brinker Capital Investments
Pennsylvania
$1.12M +$71.1K +1,278 +7%
Stifel Financial
78
Stifel Financial
Missouri
$1.1M +$140K +2,514 +14%
ODIJL
79
One Day In July LLC
Vermont
$1.08M +$120K +2,163 +12%
MWM
80
Mascoma Wealth Management
New Hampshire
$1.07M +$87.4K +1,571 +9%
MML Investors Services
81
MML Investors Services
Massachusetts
$985K +$96.7K +1,737 +11%
PA
82
Parallel Advisors
California
$915K +$72.4K +1,301 +9%
CHP
83
Cable Hill Partners
Oregon
$915K +$923K +16,589 New
BAM
84
Brave Asset Management
New Jersey
$901K +$4.45K +80 +0.5%
FHB
85
First Hawaiian Bank
Hawaii
$893K +$173K +3,111 +24%
JFA
86
JNBA Financial Advisors
Minnesota
$881K +$196K +3,514 +28%
S
87
SignatureFD
Georgia
$877K +$885K +15,910 New
BIP
88
Blueprint Investment Partners
North Carolina
$783K +$791K +14,208 New
TPCW
89
TD Private Client Wealth
New York
$768K +$263K +4,731 +51%
OPS
90
Orion Portfolio Solutions
Nebraska
$731K +$738K +13,256 New
BWM
91
Baystate Wealth Management
Massachusetts
$717K +$30K +540 +4%
HGWM
92
Harvest Group Wealth Management
Massachusetts
$699K +$193K +3,465 +38%
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
$685K
OWA
94
One Wealth Advisors
California
$685K +$691K +12,421 New
BMD
95
Better Money Decisions
New Mexico
$679K +$66.7K +1,198 +11%
BC
96
Brio Consultants
California
$667K +$63.7K +1,144 +10%
MNG
97
Manning & Napier Group
New York
$666K
HWMA
98
Heritage Wealth Management (Arizona)
Arizona
$663K +$125K +2,255 +23%
Wells Fargo
99
Wells Fargo
California
$660K +$616K +11,077 +1,246%
FAFN
100
First Affirmative Financial Network
Colorado
$657K +$663K +11,909 New

EAGG Hedge Fund Activity: Q3 2021 in Review

196 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2021, worth a combined $1.23B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EAGG positions and 9 closed out — a net gain of 30 holders — while 107 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $52M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 196 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2021, up from 169 in Q2 2021.
  • Funds reported $1.23B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 39 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $52M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2021.