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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
DP
101
Denver PWM
Colorado
$213K +$212K +3,761 New
CFG
102
Citizens Financial Group
Rhode Island
$212K +$211K +3,749 New
HighTower Advisors
103
HighTower Advisors
Illinois
$208K +$206K +3,648 New
FCIM
104
Fairview Capital Investment Management
California
$207K – – –
FFA
105
First Foundation Advisors
California
$207K +$206K +3,662 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$202K +$1.07K +19 +0.5%
HGWM
107
Harvest Group Wealth Management
Massachusetts
$143K +$1.3K +23 +0.9%
TPWA
108
TRUE Private Wealth Advisors
Oregon
$142K – – –
BWM
109
BerganKDV Wealth Management
Minnesota
$130K – – –
COCM
110
Charter Oak Capital Management
New Hampshire
$119K +$119K +2,109 New
NFG
111
Next Financial Group
Texas
$106K -$136K -2,416 -56%
TF
112
TimeScale Financial
Massachusetts
$101K +$19.7K +350 +24%
RIM
113
Rockbridge Investment Management
New York
$97K +$1.97K +35 +2%
TPCW
114
TD Private Client Wealth
New York
$83.8K +$83.5K +1,482 New
Morgan Stanley
115
Morgan Stanley
New York
$78K +$12.7K +225 +20%
SWM
116
Sugarloaf Wealth Management
Georgia
$77K +$16.5K +293 +27%
WFA
117
Wells Financial Advisors
Massachusetts
$69K +$68.7K +1,218 New
IA
118
IFS Advisors
Kansas
$59K +$59.2K +1,051 New
SFPG
119
Stonebridge Financial Planning Group
Florida
$51K – – –
SFS
120
Sowell Financial Services
Arkansas
$50K +$225 +4 +0.5%
GSAM
121
Grant Street Asset Management
Pennsylvania
$39K +$39.3K +697 New
FPW
122
Flagship Private Wealth
Massachusetts
$36.8K +$36.9K +654 New
AIP
123
Ameritas Investment Partners
Nebraska
$24K +$24.2K +430 New
FF
124
FourThought Financial
Florida
$24K +$24.7K +438 New
PAI
125
Pittenger & Anderson Inc
Nebraska
$20K +$5.3K +94 +35%
3 4
5
6 7

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.