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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
RWG
126
Regal Wealth Group
California
$17K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$15K -$19.7K -349 -57%
FCM
128
Firestone Capital Management
Florida
$10K – – –
CIAS
129
Capital Investment Advisory Services
North Carolina
$9K +$9.24K +164 New
AF
130
Advisornet Financial
Minnesota
$8K -$34.8K -618 -81%
PP
131
Pacifica Partners
Canada
$7K – – –
HI
132
Human Investing
Oregon
$4K +$4.34K +77 New
BWA
133
Burt Wealth Advisors
Maryland
$2K – – –
IA
134
IFP Advisors
Florida
$2K – – –
CWA
135
Clearview Wealth Advisors
Oregon
$2K +$1.97K +35 New
BCM
136
Bourgeon Capital Management
Connecticut
$1K – – –
CA
137
Crewe Advisors
Utah
$1K – – –
FCA
138
FinTrust Capital Advisors
South Carolina
$1K – – –
OMC
139
Old Mission Capital
Illinois
– -$1.72M -30,367 Closed
CAN
140
Cetera Advisor Networks
California
– -$1.31M -23,146 Closed
5L
141
55I LLC
Massachusetts
– -$731K -12,951 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$582K -10,305 Closed
EH
143
Equitable Holdings
New York
– -$525K -9,298 Closed
FFN
144
Focus Financial Network
Minnesota
– -$480K -8,495 Closed
HGWM
145
Horst & Graben Wealth Management
Oregon
– -$476K -8,426 Closed
PAS
146
Park Avenue Securities
New York
– -$462K -8,188 Closed
PFA
147
Pure Financial Advisors
California
– -$406K -7,197 Closed
BCA
148
Bay Colony Advisors
Massachusetts
– -$246K -4,364 Closed
Prudential Financial
149
Prudential Financial
New Jersey
– -$233K -4,129 Closed
WIA
150
World Investment Advisors
California
– -$202K -3,584 Closed
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.