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iShares ESG Aware US Aggregate Bond ETF
EAGG

158 hedge funds and large institutions have $933M invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 13

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

77% more capital invested

Capital invested by funds: $526M → $933M (+$407M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 138 → 158 (+20)

8.78% more ownership

Funds ownership: 70.77% → 79.54% (+8.8%)

Holders
158
Holders Change
+20
Holders Change %
+14.49%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
91
Reduced
13
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$335M
2
Goldman Sachs
Goldman Sachs
New York
+$20.8M
3
M&T Bank
M&T Bank
New York
+$13.3M
4
Northern Trust
Northern Trust
Illinois
+$12.8M
5
FNWM
Financial Network Wealth Management
Utah
+$9.1M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
2
Jane Street
Jane Street
New York
-$7.37M
3
RCS
Retirement Capital Strategies
California
-$3.95M
4
FI
FormulaFolio Investments
Michigan
-$3.85M
5
LPL Financial
LPL Financial
California
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
101
TD Private Client Wealth
New York
$327K +$249K +4,485 +303%
GW
102
GW & Wade
Massachusetts
$312K +$42.9K +774 +16%
CL
103
CPWM LLC
Washington
$310K +$443 +8 +0.1%
PFA
104
Pure Financial Advisors
California
$290K +$294K +5,302 New
HGWM
105
Harvest Group Wealth Management
Massachusetts
$286K +$149K +2,680 +106%
BIA
106
Bigelow Investment Advisors
Maine
$285K +$24.2K +436 +9%
T
107
TrueFG
Texas
$281K +$59.6K +1,076 +27%
V
108
Veritable
Delaware
$274K +$42K +758 +18%
Northern Trust
109
Northern Trust
Illinois
$252K +$12.8M +231,718 +101%
FCB
110
First Command Bank
Texas
$247K +$250K +4,517 New
FCFS
111
First Command Financial Services
Texas
$247K +$250K +4,517 New
WWM
112
Western Wealth Management
Colorado
$246K +$250K +4,504 New
AWC
113
Abundance Wealth Counselors
Pennsylvania
$241K +$244K +4,404 New
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$238K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$230K -$20.4K -368 -8%
CFG
116
Cooper Financial Group
California
$219K -$4.16K -75 -2%
G
117
GenTrust
Florida
$211K -$27.2K -490 -11%
FIG
118
FundX Investment Group
California
$210K +$213K +3,845 New
ACM
119
Advisors Capital Management
New Jersey
$206K +$209K +3,774 New
FCIM
120
Fairview Capital Investment Management
California
$201K – – –
IA
121
IFP Advisors
Florida
$188K +$187K +3,381 +7,863%
COCM
122
Charter Oak Capital Management
New Hampshire
$137K +$22.3K +402 +19%
Morgan Stanley
123
Morgan Stanley
New York
$130K +$55K +992 +72%
BWM
124
BerganKDV Wealth Management
Minnesota
$126K – – –
RIM
125
Rockbridge Investment Management
New York
$113K +$19.2K +346 +20%
3 4
5
6 7

EAGG Hedge Fund Activity: Q1 2021 in Review

158 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2021, worth a combined $933M — up 77% from $526M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EAGG positions and 12 closed out — a net gain of 23 holders — while 91 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $335M. The largest seller was Citadel Advisors, cutting an estimated $11.5M.

  • 158 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2021, up from 138 in Q4 2020.
  • Funds reported $933M of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2021, up 77% quarter-over-quarter.
  • 35 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2021 and 12 closed out, a net change of +23 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $335M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2021.