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iShares ESG Aware US Aggregate Bond ETF
EAGG

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11% → 84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
76
Long Run Wealth Advisors
New York
$1.55M +$1.54M +28,043 New
HGWM
77
Harvest Group Wealth Management
Massachusetts
$1.53M +$825K +14,999 +118%
Stifel Financial
78
Stifel Financial
Missouri
$1.24M +$142K +2,578 +13%
P
79
Palladiem
Pennsylvania
$1.18M – – –
FEG
80
Fund Evaluation Group
Ohio
$1.16M – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.16M +$3.58K +65 +0.3%
ODIJL
82
One Day In July LLC
Vermont
$1.15M +$73.1K +1,329 +7%
SCM
83
Stonehearth Capital Management
Massachusetts
$1.11M -$123K -2,244 -10%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.04M +$54.5K +990 +6%
FHB
85
First Hawaiian Bank
Hawaii
$1.03M +$139K +2,535 +16%
SFS
86
Sowell Financial Services
Arkansas
$1.03M +$1.03M +18,664 New
HI
87
Harbour Investments
Wisconsin
$1.02M -$106K -1,920 -9%
RA
88
RFG Advisory
Alabama
$977K -$226K -4,100 -19%
PA
89
Parallel Advisors
California
$942K +$25.5K +463 +3%
BAM
90
Brave Asset Management
New Jersey
$903K – – –
JFA
91
JNBA Financial Advisors
Minnesota
$903K +$21.2K +386 +2%
AWM
92
Axxcess Wealth Management
California
$898K +$895K +16,270 New
FMN
93
Financial Management Network
California
$897K -$307K -5,585 -25%
PHIC
94
Pine Haven Investment Counsel
Massachusetts
$895K +$892K +16,206 New
NYLIM
95
New York Life Investment Management
New York
$892K -$580K -10,542 -39%
EC
96
Estate Counselors
Wisconsin
$845K +$843K +15,320 New
Wells Fargo
97
Wells Fargo
California
$816K +$155K +2,813 +24%
BCI
98
Brinker Capital Investments
Pennsylvania
$800K -$321K -5,838 -29%
OFG
99
Omega Financial Group
California
$799K +$289K +5,245 +57%
TF
100
TimeScale Financial
Massachusetts
$768K +$533K +9,685 +229%
2 3
4
5 6

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.