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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
IWA
126
Invera Wealth Advisors
Oregon
$1.26M +$212K +4,566 +21%
HI
127
Harbour Investments
Wisconsin
$1.25M -$202K -4,360 -14%
TPCW
128
TD Private Client Wealth
New York
$1.24M +$45.6K +983 +4%
AL
129
Aspiriant LLC
California
$1.23M – – –
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.22M -$123K -2,662 -9%
SA
131
Sanctuary Advisors
Indiana
$1.21M +$1.23M +26,453 New
RA
132
RFG Advisory
Alabama
$1.2M +$32.4K +699 +3%
BCI
133
Brinker Capital Investments
Pennsylvania
$1.18M -$55.7K -1,202 -5%
OPS
134
Orion Portfolio Solutions
Nebraska
$1.18M -$55.7K -1,202 -5%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$1.16M +$36.9K +797 +3%
CWM
136
Cranbrook Wealth Management
Michigan
$1.14M +$40.7K +877 +4%
NCM
137
Neumann Capital Management
California
$1.13M +$104K +2,250 +10%
BFP
138
Brewster Financial Planning
New York
$1.13M +$19K +410 +2%
CWM
139
Cornerstone Wealth Management
Missouri
$1.13M +$7.56K +163 +0.7%
CWM
140
Congress Wealth Management
Massachusetts
$1.11M +$28.3K +610 +3%
AWM
141
Aprio Wealth Management
Georgia
$1.1M +$28K +603 +3%
AWM
142
Axxcess Wealth Management
California
$1.1M +$37.9K +818 +4%
SCM
143
Stonehearth Capital Management
Massachusetts
$1.08M +$43.7K +942 +4%
SAG
144
SageView Advisory Group
California
$1.05M -$3.23M -69,726 Closed
GWM
145
Grand Wealth Management
Michigan
$1.02M -$2.22M -47,942 -69%
DAS
146
Diversify Advisory Services
Utah
$997K -$217K -4,690 -18%
VFA
147
Valeo Financial Advisors
Indiana
$987K -$5.52K -119 -0.6%
WFAG
148
Wescott Financial Advisory Group
Pennsylvania
$981K +$329K +7,093 +51%
G
149
GenTrust
Florida
$980K +$2.36K +51 +0.2%
DWA
150
Divergent Wealth Advisors
Utah
$974K -$46 -1 -0%
4 5
6
7 8

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.