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iShares ESG Aware US Aggregate Bond ETF
EAGG

399 hedge funds and large institutions have $3.02B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 96

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

67% more funds holding in top 10

Funds holding in top 10: 6 → 10 (+4)

7% more funds holding

Funds holding: 372 → 399 (+27)

1% more capital invested

Capital invested by funds: $3B → $3.02B (+$19.4M)

0.32% less ownership

Funds ownership: 83.11% → 82.79% (-0.32%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
399
Holders Change
+27
Holders Change %
+7.26%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
198
Reduced
96
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$96.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$19M
3
LPL Financial
LPL Financial
California
+$12.7M
4
Goldman Sachs
Goldman Sachs
New York
+$11.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.95M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$27.6M
2
WANY
Wealthspire Advisors (New York)
New York
-$25.6M
3
MIS
Morningstar Investment Services
Illinois
-$12.2M
4
JP Morgan Chase
JP Morgan Chase
New York
-$8.32M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$7.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$3.53M -$141K -2,981 -4%
PA
77
Parkside Advisors
California
$3.43M +$647K +13,699 +23%
BC
78
Brio Consultants
California
$3.35M +$472K +10,002 +16%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.19M +$31.2K +661 +1%
AssetMark Inc
80
AssetMark Inc
California
$3.1M +$430K +9,113 +16%
COCM
81
Charter Oak Capital Management
New Hampshire
$3.05M +$659K +13,960 +27%
BMC
82
Bear Mountain Capital
Washington
$2.98M +$494K +10,463 +19%
OIA
83
OneDigital Investment Advisors
Kansas
$2.98M -$79K -1,673 -3%
LSAG
84
Lake Street Advisors Group
New Hampshire
$2.96M – – –
HGWM
85
Horst & Graben Wealth Management
Oregon
$2.95M +$142K +3,013 +5%
OFG
86
Omega Financial Group
California
$2.9M +$147K +3,119 +5%
RFA
87
RTD Financial Advisors
Pennsylvania
$2.89M +$183K +3,871 +7%
OMC
88
Old Mission Capital
Illinois
$2.89M +$2.94M +62,192 New
BCI
89
Brinker Capital Investments
Pennsylvania
$2.87M +$66.9K +1,416 +2%
OPS
90
Orion Portfolio Solutions
Nebraska
$2.87M +$66.9K +1,416 +2%
TC
91
Trilogy Capital
California
$2.87M -$130K -2,748 -4%
BDFN
92
Bond & Devick Financial Network
Minnesota
$2.83M – – –
B
93
Barings
North Carolina
$2.83M -$1.32M -27,995 -31%
CFIA
94
Cantor Fitzgerald Investment Advisors
New York
$2.77M -$57.3K -1,214 -2%
GI
95
Gradient Investments
Minnesota
$2.75M +$111K +2,351 +4%
JFA
96
JNBA Financial Advisors
Minnesota
$2.71M +$929K +19,669 +51%
EH
97
Equitable Holdings
New York
$2.63M +$111K +2,343 +4%
SPA
98
Sentinel Pension Advisors
Massachusetts
$2.63M +$48.4K +1,025 +2%
EWA
99
EP Wealth Advisors
California
$2.63M -$68K -1,439 -2%
MCFP
100
Mallini Complete Financial Planning
Florida
$2.55M +$2.59M +54,877 New
2 3
4
5 6

EAGG Hedge Fund Activity: Q4 2024 in Review

399 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2024, worth a combined $3.02B — up 0.65% from $3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EAGG positions and 31 closed out — a net gain of 32 holders — while 198 added to existing stakes and 96 trimmed.

The largest buyer was Bank of America, adding an estimated $96.1M. The largest seller was BlackRock, cutting an estimated $27.6M.

  • 399 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2024, up from 372 in Q3 2024.
  • Funds reported $3.02B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2024, up 0.65% quarter-over-quarter.
  • 63 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2024 and 31 closed out, a net change of +32 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2024 was Bank of America, an estimated $96.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2024 was BlackRock, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2024.