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iShares ESG Aware US Aggregate Bond ETF
EAGG

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11% → 84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Cranbrook Wealth Management
Michigan
$561K +$58.8K +1,068 +12%
SB
127
Simmons Bank
Arkansas
$557K – – –
WFAG
128
Wescott Financial Advisory Group
Pennsylvania
$544K -$27.6K -501 -5%
TIA
129
Traphagen Investment Advisors
New Jersey
$539K – – –
SMFG
130
Sumitomo Mitsui Financial Group
Japan
$528K +$91.2K +1,657 +21%
CFG
131
Citizens Financial Group
Rhode Island
$522K – – –
IAIM
132
Industrial Alliance Investment Management
Quebec, Canada
$513K +$512K +9,300 New
SWPG
133
Strategic Wealth Partners Group
Illinois
$503K +$501K +9,109 New
CL
134
CPWM LLC
Washington
$496K – – –
RW
135
REDW Wealth
New Mexico
$479K +$93.5K +1,700 +24%
SFG
136
SNS Financial Group
Minnesota
$470K +$183K +3,334 +64%
AIM
137
Acropolis Investment Management
Missouri
$462K +$336K +6,106 +270%
WA
138
Wealthstream Advisors
New York
$454K +$453K +8,233 New
DADC
139
D.A. Davidson & Co
Montana
$448K – – –
IWC
140
Integrated Wealth Concepts
Massachusetts
$448K +$190K +3,446 +74%
T
141
TrueFG
Texas
$438K +$440 +8 +0.1%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$437K +$435K +7,910 New
LWMG
143
Levy Wealth Management Group
Pennsylvania
$427K +$52.2K +949 +14%
Northern Trust
144
Northern Trust
Illinois
$427K +$1.89M +34,270 +5%
EWS
145
Evergreen Wealth Solutions
Pennsylvania
$426K +$424K +7,715 New
TPCW
146
TD Private Client Wealth
New York
$413K -$354K -6,440 -46%
WWM
147
Western Wealth Management
Colorado
$395K +$392K +7,121 New
DHFB
148
Dixon Hubard Feinour & Brown
Virginia
$392K +$391K +7,098 New
COCM
149
Charter Oak Capital Management
New Hampshire
$387K +$5.78K +105 +2%
CA
150
CGN Advisors
Kansas
$385K +$384K +6,981 New
4 5
6
7 8

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.