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iShares ESG Aware US Aggregate Bond ETF
EAGG

364 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 117

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

1% more funds holding

Funds holding: 362 → 364 (+2)

3.27% less ownership

Funds ownership: 86.13% → 82.86% (-3.3%)

10% less capital invested

Capital invested by funds: $3.09B → $2.77B (-$321M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
38
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$19.1M
2
Jane Street
Jane Street
New York
+$15.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$15M
4
Bank of America
Bank of America
North Carolina
+$11M
5
Morgan Stanley
Morgan Stanley
New York
+$10.2M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$367M
2
BlackRock
BlackRock
New York
-$17.1M
3
OWA
One Wealth Advisors
California
-$5.58M
4
SAG
SageView Advisory Group
California
-$3.23M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
101
Center for Financial Planning
Michigan
$1.96M +$89.8K +1,938 +5%
NA
102
NewEdge Advisors
Louisiana
$1.9M +$543K +11,711 +40%
FPCP
103
Fort Point Capital Partners
California
$1.86M +$17.9K +386 +1%
PA
104
Parallel Advisors
California
$1.86M +$303K +6,546 +20%
EFM
105
Eley Financial Management
Vermont
$1.86M +$42.2K +911 +2%
COCM
106
Charter Oak Capital Management
New Hampshire
$1.85M +$823K +17,763 +81%
LRWA
107
Long Run Wealth Advisors
New York
$1.85M +$21K +452 +1%
BMD
108
Better Money Decisions
New Mexico
$1.69M +$95.5K +2,059 +6%
BCM
109
Brookstone Capital Management
Illinois
$1.68M +$13.6K +294 +0.8%
UB
110
UMB Bank
Missouri
$1.65M – – –
AIA
111
Ally Invest Advisors
North Carolina
$1.63M +$168K +3,628 +12%
AG
112
AlTi Global
New York
$1.61M -$980K -21,147 -38%
FG
113
Foster Group
Iowa
$1.6M +$82.1K +1,770 +5%
BWL
114
Bogart Wealth LLC
Virginia
$1.57M +$711K +15,337 +84%
ODIJL
115
One Day In July LLC
Vermont
$1.52M +$592K +12,780 +64%
ASN
116
Advisory Services Network
Georgia
$1.43M -$264K -5,696 -16%
Stifel Financial
117
Stifel Financial
Missouri
$1.41M +$217K +4,689 +18%
WA
118
Wealth Architects
California
$1.41M +$17K +367 +1%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.4M -$123K -2,652 -8%
TWP
120
Tempus Wealth Planning
California
$1.37M +$1.37M +29,496 New
LWMG
121
Levy Wealth Management Group
Pennsylvania
$1.36M +$21.8K +471 +2%
BAAM
122
Baker Avenue Asset Management
California
$1.33M -$32.8K -708 -2%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$1.3M -$84.6K -1,826 -6%
JFA
124
JNBA Financial Advisors
Minnesota
$1.29M -$458K -9,875 -26%
Principal Financial Group
125
Principal Financial Group
Iowa
$1.26M -$787K -16,986 -39%
3 4
5
6 7

EAGG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2024, worth a combined $2.77B — down 10% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EAGG positions and 29 closed out — a net gain of 9 holders — while 167 added to existing stakes and 117 trimmed.

The largest buyer was Betterment LLC, adding an estimated $19.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $367M.

  • 364 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.77B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2024 and 29 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $19.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2024.