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iShares ESG Aware US Aggregate Bond ETF
EAGG

196 hedge funds and large institutions have $1.23B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 16

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

16% more funds holding

Funds holding: 169 → 196 (+27)

16% more capital invested

Capital invested by funds: $1.06B → $1.23B (+$169M)

1.28% less ownership

Funds ownership: 82.39% → 81.11% (-1.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
107
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$52M
2
BlackRock
BlackRock
New York
+$32.4M
3
AA
Alesco Advisors
New York
+$20.1M
4
KeyBank National Association
KeyBank National Association
Ohio
+$13.8M
5
Jane Street
Jane Street
New York
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
2
WS
Wedbush Securities
California
-$9.99M
3
Creative Planning
Creative Planning
Kansas
-$4.61M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.51M
5
SFA
Sequoia Financial Advisors
Ohio
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
101
Brightworth
Georgia
$648K +$654K +11,756 New
SPA
102
Sentinel Pension Advisors
Massachusetts
$634K +$640K +11,507 New
BBA
103
BLB&B Advisors
Pennsylvania
$572K +$37.5K +674 +7%
WFAG
104
Wescott Financial Advisory Group
Pennsylvania
$571K – – –
ST
105
Spinnaker Trust
Maine
$571K +$15.3K +275 +3%
MAM
106
MMA Asset Management
Pennsylvania
$570K +$68.9K +1,239 +14%
SB
107
Simmons Bank
Arkansas
$556K +$561K +10,088 New
BBW
108
Blue Barn Wealth
Utah
$540K – – –
RFC
109
Regions Financial Corp
Alabama
$539K -$11K -197 -2%
CFG
110
Citizens Financial Group
Rhode Island
$521K +$85.2K +1,532 +19%
SVWAG
111
Sound View Wealth Advisors Group
Georgia
$518K +$15.1K +271 +3%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$516K -$1.51M -27,199 -75%
OFG
113
Omega Financial Group
California
$509K +$253K +4,542 +97%
CWM
114
Cranbrook Wealth Management
Michigan
$502K +$82K +1,473 +19%
CL
115
CPWM LLC
Washington
$496K -$10.8K -194 -2%
TIA
116
Traphagen Investment Advisors
New Jersey
$492K – – –
DADC
117
D.A. Davidson & Co
Montana
$447K – – –
T
118
TrueFG
Texas
$437K +$141K +2,531 +47%
SMFG
119
Sumitomo Mitsui Financial Group
Japan
$436K +$440K +7,916 New
BSB
120
Bangor Savings Bank
Maine
$427K +$14.7K +264 +4%
EPP
121
ETF Portfolio Partners
Kansas
$423K -$23.5K -423 -5%
SHWM
122
Silicon Hills Wealth Management
Texas
$418K +$68.2K +1,226 +19%
Northern Trust
123
Northern Trust
Illinois
$408K +$4.31M +77,475 +12%
CW
124
CreativeOne Wealth
Kansas
$407K +$411K +7,389 New
ODCM
125
Old Dominion Capital Management
Virginia
$388K – – –
3 4
5
6 7

EAGG Hedge Fund Activity: Q3 2021 in Review

196 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2021, worth a combined $1.23B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EAGG positions and 9 closed out — a net gain of 30 holders — while 107 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $52M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 196 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2021, up from 169 in Q2 2021.
  • Funds reported $1.23B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 39 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $52M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2021.