iShares ESG Aware US Aggregate Bond ETF
EAGG
169 hedge funds and large institutions have $1.06B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 16 closing their positions.
181% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 31
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $933M → $1.06B (+$131M)
7% more funds holding
Funds holding: 158 → 169 (+11)
2.85% more ownership
Funds ownership: 79.54% → 82.39% (+2.8%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.6M |
| 2 |
Goldman Sachs
New York
|
+$22.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$12.8M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$11.1M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$8.81M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.77M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$7.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.45M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.11M |
EAGG Hedge Fund Activity: Q2 2021 in Review
169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2021, worth a combined $1.06B — up 14% from $933M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new EAGG positions and 16 closed out — a net gain of 12 holders — while 87 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Stewardship Advisors, cutting an estimated $8.81M.
- 169 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2021, up from 158 in Q1 2021.
- Funds reported $1.06B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
- 28 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2021 and 16 closed out, a net change of +12 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $39.6M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2021 was Stewardship Advisors, an estimated $8.81M sold.
Based on aggregated 13F filings for Q2 2021.