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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$335M |
| 2 |
Goldman Sachs
New York
|
+$20.8M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$13.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$12.8M |
| 5 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$11.5M |
| 2 |
Jane Street
New York
|
-$7.37M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$3.95M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.85M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.35M |
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.